Specific Fintech Projects

Fida creates complete solutions for its clients in the Investment Management sector. Examples of this activity in favor of intermediary customers who need to provide on their Internet Banking and Online Trading sites are: guided tour for funds selection, model portfolios distribution for final investor, complete advisory service: from customer onboarding, profiling up to the order management system filling with Mifid compliant recommendations.



Roboadvisory

The modular platform developed by Fida can be implemented on any execution venue. The solution is designed for customer onboarding and profiling. The system chooses the suitable model portfolio for the profiled customer among the available ones . The optimized list of transactions is then generated by comparison with the client's real portfolio to obtain investments consistent with the indications of the model portfolio. Fida has created an open model: many advisors can be suppliers of model portfolios and the customer can make the choice based on the characteristics of the advisor and his model portfolios.



Chatbot

The chatbot developed by Fida was designed for institutional customers who want to use it beforehand to reduce help desk costs, this is why the name of our first Chatbot service is Smart Help Desk. The language interpretation systems are able to converse with the client both vocally and by written chat. The responses to the user are organized through an administration tool and thanks to it it is possible to properly train the neural network and disambiguate specific terms that are not yet recognized by the system. All company-specific terms and explanations can also be introduced. A reporting system allows to continue to train the platform on the specific questions that are asked by users and to have reports on the effectiveness of the progressive tool.

Specific Fintech Projects

Fida creates complete solutions for its clients in the Investment Management sector. Examples of this activity in favor of intermediary customers who need to provide on their Internet Banking and Online Trading sites are: guided tour for funds selection, model portfolios distribution for final investor, complete advisory service: from customer onboarding, profiling up to the order management system filling with Mifid compliant recommendations.

Roboadvisory

The modular platform developed by Fida can be implemented on any execution venue. The solution is designed for customer onboarding and profiling. The system chooses the suitable model portfolio for the profiled customer among the available ones . The optimized list of transactions is then generated by comparison with the client's real portfolio to obtain investments consistent with the indications of the model portfolio. Fida has created an open model: many advisors can be suppliers of model portfolios and the customer can make the choice based on the characteristics of the advisor and his model portfolios.

Chatbot

The chatbot developed by Fida was designed for institutional customers who want to use it beforehand to reduce help desk costs, this is why the name of our first Chatbot service is Smart Help Desk. The language interpretation systems are able to converse with the client both vocally and by written chat. The responses to the user are organized through an administration tool and thanks to it it is possible to properly train the neural network and disambiguate specific terms that are not yet recognized by the system. All company-specific terms and explanations can also be introduced. A reporting system allows to continue to train the platform on the specific questions that are asked by users and to have reports on the effectiveness of the progressive tool.

Specific Fintech Projects

Fida creates complete solutions for its clients in the Investment Management sector. Examples of this activity in favor of intermediary customers who need to provide on their Internet Banking and Online Trading sites are: guided tour for funds selection, model portfolios distribution for final investor, complete advisory service: from customer onboarding, profiling up to the order management system filling with Mifid compliant recommendations.

Roboadvisory

The modular platform developed by Fida can be implemented on any execution venue. The solution is designed for customer onboarding and profiling. The system chooses the suitable model portfolio for the profiled customer among the available ones . The optimized list of transactions is then generated by comparison with the client's real portfolio to obtain investments consistent with the indications of the model portfolio. Fida has created an open model: many advisors can be suppliers of model portfolios and the customer can make the choice based on the characteristics of the advisor and his model portfolios.

Chatbot

The chatbot developed by Fida was designed for institutional customers who want to use it beforehand to reduce help desk costs, this is why the name of our first Chatbot service is Smart Help Desk. The language interpretation systems are able to converse with the client both vocally and by written chat. The responses to the user are organized through an administration tool and thanks to it it is possible to properly train the neural network and disambiguate specific terms that are not yet recognized by the system. All company-specific terms and explanations can also be introduced. A reporting system allows to continue to train the platform on the specific questions that are asked by users and to have reports on the effectiveness of the progressive tool.

 

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