The Portfolio Management Engine is a 2nd generation hosting system for business strategies.

It allows you to build models of customer lifetime profitability by combining financial assumptions, behavioural and other propensity models and external data.

The system then allows you to experiment with different strategies (pricing, acceptance, customer journey etc.) and identify opportunities to improve your current strategy. Where permitted by regulation, the system can automatically produce optimal strategies.

Once you have determined an appropriate strategy, the system can automatically produce an endpoint that will take in customer data and return the strategy (price, acceptance, next best action etc.) that you have determined.

The Portfolio Management Engine can deliver improvements to customer conversion, retention and lifetime profitability as well as producing more sophisticated customer journeys to improve satisfaction.

Our Portfolio Management Engine is designed to process large volumes of requests, calculate predictive models and business profitability calculations and quickly return responses.

It excels in scenarios where rapid changes are required and instant feedback helps to increase business benefit.

Within these capabilities there is an enormous range of business applications where we expect the software to be beneficial. Some examples include:

• Pricing changes - using behavioural models and financial data, calculate the best price to offer each customer
• Acceptability changes - predict probability of fraud or other negative outcomes and avoid customer segments that are exposed to this
• Personalisation - customise website journeys and products to give your customers an experience tailored to their requirements
• Marketing/Promotional Offers - determine 'next-best-action' and suitable promotional offers to get the best return from your marketing budget

If you have another application in mind and would like to see a demonstration of our software, please contact us and we will be happy to assist

During the onboarding process, our team will provide extensive training in the software and its applications, taking into account the needs your business and your expected use cases.

After onboarding, you will have access to our Knowledge Hub, which provides articles and videos explaining not only the software but also general skills and techniques that may be relevant to your team.

If you need bespoke support when using the software we have a team ready to assist, who can be contacted via email, live chat from within the software or through our support portal We can also arrange further training seminars or one-to-one training

The onboarding process is typically customised for each client depending on their needs and current experience level, however a typical onboarding process might resemble:

• Initial Meeting and Demo - Discuss your expected and potential use cases and demonstrate how our software could address these
• Requirements finding and Trial - our team will meet with appropriate stakeholders to understand how you would like to integrate the system within your business. We would supply the software on a trial basis so that your teams can make a first-hand assessment of its suitability and see the benefits it provides
• Integration - our team will work alongside your analysts to configure the system to your requirements and to integrate it with any existing processes and systems you may have
• Deployment - once integration is complete you can begin to derive benefits from the software, with full control to expand your use cases as you identify more opportunities

The length of onboarding processes can vary, however we would typically expect most clients to be able to fully onboard the software within 6-8 weeks, and faster if system integrations are standardised

Although our software is primarily designed as a complete end-to-end solution we recognise that some clients will have existing systems in place. Our software is able to read in data in a variety of common formats and can produce machine readable outputs to enable interoperability with current systems.

We also offer our software as 'BYOFE' (Bring Your Own Front End), where you are able to continue to use existing software that you are familiar with and then 'call out' to Quill Systems via our standardised APIs to access additional functionality as required.

If you have further questions about how you could use the Portfolio Management Engine alongside your current processes we would be happy to arrange a demo to illustrate this

All performance metrics listed above are taken from our standard baseline configuration, which is targeted to meet the needs of most clients. Larger configurations and bespoke configurations are available for clients with higher requirements. Please contact us and our team can arrange a meeting to discuss your needs and how we can support.