The use of Asseco's experience and the latest achievements in the field of technology and UX have enabled the creation of PROMAK MATE - a solution which, thanks to its intuitive operation and high automation, offers a new sales channel for advisory services.

 

Investment advisory for everyone

 

PROMAK MATE is a digital advisor to every investor who wants to know how to effectively increase their savings. The system provides a number of easy-to-use tools to facilitate investing and offers a step-by-step guide through the world of finance. In the first stage, it verifies the investor’s experience, skills and attitude to risk in order to propose the best suited investment model based on their knowledge. The system supports the clients of a given institution in creating a real investment portfolio, updating it and controlling the results achieved.

 

  

What do you gain from PROMAK MATE?

 

  • New offer for current and potential customers.
  • Chance to stand out in market and increase your competitive advantage.
  • New source of revenues.
  • Automated and efficient investment process.
  • Fully remote customer service.
  • Platform for offering new products.

 

 

What do your customers gain?

 

  • Chance to multiply their capital.
  • Lowered entrance barrier.
  • Alternative to bank deposits and savings accounts.
  • Ability to invest anywhere, anytime.
  • Tailor-made investment proposals.
  • Support at every stage of investment process.
FUNCTIONALITY

Simple investment with PROMAK MATE.

With PROMAK MATE, the investor can build a tailor-made investment portfolio based on their own needs in a few simple steps.

  • Investor onboarding and investment simulation

     

    PROMAK MATE supports the user in choosing the optimal investment strategy (the model portfolio). The service process starts with collecting relevant information about the user, which allows to assess the client's suitability and define their preferences and requirements, such as the purpose of the investment, risk propensity or investment horizon. On the basis of the collected data, the system adjusts the model portfolios and for each of them it creates simulations of investment efficiency together with hypothetical profits for different scenarios. The final decision is made by the user, who chooses the strategy that is best suited to their investment expectations.

  • Content of the model portfolio

     

    The next step of the process is the visualization of the content of the model portfolio selected by the investor. It is based on a top-down approach, which ensures not only the possibility of the detailed verification of the investment proposal, but also the comparison of the structures of the model portfolio with the real one. PROMAK MATE presents in an intuitive and simple way the mismatch or consistency of both of them to the user, which makes it easier for them to make the final decision.

  • Content of the model portfolio

     

    The next step of the process is the visualization of the content of the model portfolio selected by the investor. It is based on a top-down approach, which ensures not only the possibility of the detailed verification of the investment proposal, but also the comparison of the structures of the model portfolio with the real one. PROMAK MATE presents in an intuitive and simple way the mismatch or consistency of both of them to the user, which makes it easier for them to make the final decision.

  • Review and acceptance of the order basket

     

    To ensure that the investor's portfolio is consistent with the model portfolio, the system systematically provides the user with investment recommendations in the form of orders to buy or sell financial instruments. Depending on the type of a contract, their acceptance takes place automatically or is confirmed by the investor each time before execution.

  • Investment results

     

    The investor has constant insight into the results related to the implementation of the investment strategy. They can at any time check the profitability of their portfolio in an accessible, graphical form, and compare data to a benchmark.

  • Investment results

     

    The investor has constant insight into the results related to the implementation of the investment strategy. They can at any time check the profitability of their portfolio in an accessible, graphical form, and compare data to a benchmark.

Effective management with PROMAK MATE

 

PROMAK MATE provides employees of an investment company with dedicated functions that allow for the efficient management of the customer base, data on model and real portfolios and recommendations generated on their basis. It also ensures complete automation of order processing and execution, including the transaction settlement process. In addition, it includes information required for the valuation of customer portfolios, their rebalancing, the presentation of the achieved rates of return and the relation of actual investment results to benchmarks, which is of key importance for the efficiency of the staff work.

 

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What distinguishes PROMAK MATE?

 

PROMAK MATE provides easy updating and integration with other solutions in the area of investment services digitization. It is also open for development, thanks to which the use of portfolios created on the basis of AI and machine learning or the flexible expansion of data used to build an investment profile are the challenges that PROMAK MATE is able to meet.

 

 

Digitization.

Increases the availability of the service to a wider group of investors, who can execute their investments fully online.

Automation.

It streamlines the entire investment advisory process, both on the part of a bank and a client.

Credibility.

It fulfils all demands resulting from the instructions and recommendations of supervising institutions. It provides access to a set of information on algorithms and their principles of operation.

Intuitiveness.

It ensures ease of use and comfort of work thanks to modern design and UX verification at every stage of design.

Flexibility.

It enables easy and quick adaptation to new needs and expectations, which allows to increase efficiency not only today but also in the future.

Scalability.

The solution can be adjusted to the scale of business, in terms of the number of investors, adequacy measures and the range of recommended financial instruments.

Availability.

It allows for unrestricted use of the system on all devices - from desktop to Android or iOS smartphones.

Security.

It provides a high level of reliability and safety, which has been confirmed by the necessary tests.

Modernity.

It enables easy integration with other systems and quick sharing with customers within existing front-end solutions.

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