Project ID: 1021 | Branch group: Financial Services | Branch: financial services
Project start/end: 01.12.2002 - 21.03.2003
The "Investment Planner" is a web-based application for sales promotion of financial products.
Various questions are used to create a risk profile for the potential customer. The risk profile is used to calculate the ideal securities account structure for this customer. The ideal funds are recommended to the customer for purchase, based on their securities account structure. PTA takes on all processing of the project from the functional design onwards.
The "Investment Planner" is the basis for supporting an online-based, holistic support approach. This entails a systematic process that leads the final customer to a tailored, customer-specific fund investment decision.