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FIDA creates complete solutions for its clients in the investment management sector, particularly in support of intermediary customers intending to provide Internet banking and online trading on their own websites. Among these are: "guided tours" for funds selection; provision of model portfolios for tailoring to the final investor; complete individual advisory services, from onboarding the client to profiling, up to selecting the product basket compliant with with MIFID recommendations.
FIDA creates complete solutions for its clients in the investment management sector, particularly in support of intermediary customers intending to provide Internet banking and online trading on their own websites. Among these are: "guided tours" for funds selection; provision of model portfolios for tailoring to the final investor; complete individual advisory services, from onboarding the client to profiling, up to selecting the product basket compliant with with MIFID recommendations.
Roboadvisory
This FIDA designed and developed modular platform, which can be implemented in any execution system, provides for customer onboarding and profiling. Beginning from analysis of the customer profile, the system chooses the suitable product portfolio from available options and then makes choices within the model portfolio suited to the observed profile. The model portfolio is then compared to the client's existing portfolio and an optimised list of transactions is generated, consistent with the modelling indications. The FIDA system is completely open: different advisors can supply model portfolios as they prefer, and then assist the customer to make their choices based on that advisor's own characteristics and their complement of model portfolios.
This FIDA designed and developed modular platform, which can be implemented in any execution system, provides for customer onboarding and profiling. Beginning from analysis of the customer profile, the system chooses the suitable product portfolio from available options and then makes choices within the model portfolio suited to the observed profile. The model portfolio is then compared to the client's existing portfolio and an optimised list of transactions is generated, consistent with the modelling indications. The FIDA system is completely open: different advisors can supply model portfolios as they prefer, and then assist the customer to make their choices based on that advisor's own characteristics and their complement of model portfolios.
Chatbot
FIDA has developed a Chatbot exclusively for institutional customers looking to offer advanced services that can contain the costs of live help desks. This is why the name of our first Chatbot service is Smart Help Desk. The Smart Chatbot uses language interpretation systems that enable it to coverse both vocally and in writing. The responses to the end customer are organised through an administration tool, which on the inboard side permits correct training of the system's neural network and disambiguation of new terms not previously encountered. The institutional client can also insert their own specific terms and explanations. A reporting system provides monitoring of the effectiveness of the platform and allows continues training of the Chatbot on the specific questions posed by the end users.
FIDA has developed a Chatbot exclusively for institutional customers looking to offer advanced services that can contain the costs of live help desks. This is why the name of our first Chatbot service is Smart Help Desk. The Smart Chatbot uses language interpretation systems that enable it to coverse both vocally and in writing. The responses to the end customer are organised through an administration tool, which on the inboard side permits correct training of the system's neural network and disambiguation of new terms not previously encountered. The institutional client can also insert their own specific terms and explanations. A reporting system provides monitoring of the effectiveness of the platform and allows continues training of the Chatbot on the specific questions posed by the end users.
Specific Fintech Projects
FIDA creates complete solutions for its clients in the investment management sector, particularly in support of intermediary customers intending to provide Internet banking and online trading on their own websites. Among these are: "guided tours" for funds selection; provision of model portfolios for tailoring to the final investor; complete individual advisory services, from onboarding the client to profiling, up to selecting the product basket compliant with with MIFID recommendations.
Roboadvisory
This FIDA designed and developed modular platform, which can be implemented in any execution system, provides for customer onboarding and profiling. Beginning from analysis of the customer profile, the system chooses the suitable product portfolio from available options and then makes choices within the model portfolio suited to the observed profile. The model portfolio is then compared to the client's existing portfolio and an optimised list of transactions is generated, consistent with the modelling indications. The FIDA system is completely open: different advisors can supply model portfolios as they prefer, and then assist the customer to make their choices based on that advisor's own characteristics and their complement of model portfolios.
Chatbot
FIDA has developed a Chatbot exclusively for institutional customers looking to offer advanced services that can contain the costs of live help desks. This is why the name of our first Chatbot service is Smart Help Desk. The Smart Chatbot uses language interpretation systems that enable it to coverse both vocally and in writing. The responses to the end customer are organised through an administration tool, which on the inboard side permits correct training of the system's neural network and disambiguation of new terms not previously encountered. The institutional client can also insert their own specific terms and explanations. A reporting system provides monitoring of the effectiveness of the platform and allows continues training of the Chatbot on the specific questions posed by the end users..
FIDA creates complete solutions for its clients in the investment management sector, particularly in support of intermediary customers intending to provide Internet banking and online trading on their own websites. Among these are: "guided tours" for funds selection; provision of model portfolios for tailoring to the final investor; complete individual advisory services, from onboarding the client to profiling, up to selecting the product basket compliant with with MIFID recommendations.
Roboadvisory
This FIDA designed and developed modular platform, which can be implemented in any execution system, provides for customer onboarding and profiling. Beginning from analysis of the customer profile, the system chooses the suitable product portfolio from available options and then makes choices within the model portfolio suited to the observed profile. The model portfolio is then compared to the client's existing portfolio and an optimised list of transactions is generated, consistent with the modelling indications. The FIDA system is completely open: different advisors can supply model portfolios as they prefer, and then assist the customer to make their choices based on that advisor's own characteristics and their complement of model portfolios.
Chatbot
FIDA has developed a Chatbot exclusively for institutional customers looking to offer advanced services that can contain the costs of live help desks. This is why the name of our first Chatbot service is Smart Help Desk. The Smart Chatbot uses language interpretation systems that enable it to coverse both vocally and in writing. The responses to the end customer are organised through an administration tool, which on the inboard side permits correct training of the system's neural network and disambiguation of new terms not previously encountered. The institutional client can also insert their own specific terms and explanations. A reporting system provides monitoring of the effectiveness of the platform and allows continues training of the Chatbot on the specific questions posed by the end users..
Specific Fintech Projects
FIDA creates complete solutions for its clients in the investment management sector, particularly in support of intermediary customers intending to provide Internet banking and online trading on their own websites. Among these are: "guided tours" for funds selection; provision of model portfolios for tailoring to the final investor; complete individual advisory services, from onboarding the client to profiling, up to selecting the product basket compliant with with MIFID recommendations.
Roboadvisory
This FIDA designed and developed modular platform, which can be implemented in any execution system, provides for customer onboarding and profiling. Beginning from analysis of the customer profile, the system chooses the suitable product portfolio from available options and then makes choices within the model portfolio suited to the observed profile. The model portfolio is then compared to the client's existing portfolio and an optimised list of transactions is generated, consistent with the modelling indications. The FIDA system is completely open: different advisors can supply model portfolios as they prefer, and then assist the customer to make their choices based on that advisor's own characteristics and their complement of model portfolios.
Chatbot
FIDA has developed a Chatbot exclusively for institutional customers looking to offer advanced services that can contain the costs of live help desks. This is why the name of our first Chatbot service is Smart Help Desk. The Smart Chatbot uses language interpretation systems that enable it to coverse both vocally and in writing. The responses to the end customer are organised through an administration tool, which on the inboard side permits correct training of the system's neural network and disambiguation of new terms not previously encountered. The institutional client can also insert their own specific terms and explanations. A reporting system provides monitoring of the effectiveness of the platform and allows continues training of the Chatbot on the specific questions posed by the end users.
FIDA creates complete solutions for its clients in the investment management sector, particularly in support of intermediary customers intending to provide Internet banking and online trading on their own websites. Among these are: "guided tours" for funds selection; provision of model portfolios for tailoring to the final investor; complete individual advisory services, from onboarding the client to profiling, up to selecting the product basket compliant with with MIFID recommendations.
Roboadvisory
This FIDA designed and developed modular platform, which can be implemented in any execution system, provides for customer onboarding and profiling. Beginning from analysis of the customer profile, the system chooses the suitable product portfolio from available options and then makes choices within the model portfolio suited to the observed profile. The model portfolio is then compared to the client's existing portfolio and an optimised list of transactions is generated, consistent with the modelling indications. The FIDA system is completely open: different advisors can supply model portfolios as they prefer, and then assist the customer to make their choices based on that advisor's own characteristics and their complement of model portfolios.
Chatbot
FIDA has developed a Chatbot exclusively for institutional customers looking to offer advanced services that can contain the costs of live help desks. This is why the name of our first Chatbot service is Smart Help Desk. The Smart Chatbot uses language interpretation systems that enable it to coverse both vocally and in writing. The responses to the end customer are organised through an administration tool, which on the inboard side permits correct training of the system's neural network and disambiguation of new terms not previously encountered. The institutional client can also insert their own specific terms and explanations. A reporting system provides monitoring of the effectiveness of the platform and allows continues training of the Chatbot on the specific questions posed by the end users.
