Diana

wup3

About this app

In order to offer a tailor-made financial management service, it becomes crucial to know the user's current situation, his family composition, the specific moment of the life cycle he is going through, his medium and long-term objectives, the size of his assets. , the propensity to save, his wishes for his children, the need to have a social security system. DIANA helps its users and customers to build an advanced consultancy path that takes all these aspects into account. A lifestyle segmentation allows the DIANA platform to associate the user with some priority objectives, such as important goals in the perspective of future years. The objectives proposed by the DIANA application can be modified, deleted, inserted new ones, until the user has a personalized picture of his future vision.

From this initial preparatory phase, we move on to the "Life Story" screen, the heart of the application. In this screen, all the selected objectives are distributed along the sequence of the user's years to come, with an optimal distribution along the life story, established by an advanced analytical algorithm, which takes into account the multiple factors at play. At this point you can check the probability of being able to achieve all the objectives. The platform therefore works as an efficient navigator: DIANA accompanies us on the journey of life. The objectives are defined together with the user but along the way DIANA calibrates their sustainability by periodically updating the chosen investment, leading the user by the hand and allowing him to change the route in order to reach his destination.