Investment Banks, Asset Managers

We dream of financiers quickly creating financial value for their clients, according to their investment statement, the value of the digital transformation of the business the investor owns, and the value of the long-term impact.

We dream that asset managers receive predictable demand from investors around the world for long-term securities, with the required return/risk profile and the impact of the underlying assets (factoring contracts).

We dream that asset managers get a risk assessment tool for factoring the next phase of a DX project based on the history of cooperation of specific people on specific tasks.

We dream that small and medium-sized asset managers who know the industry in detail will be able to sell this expertise as securities to super large players.

- Head of ESG AUM
- Head of Partnership
- Members of Board
- VP of Factoring

Ambixer - Expectations Management Framework for Financial Services and Investors

It helps multi-sided teams build consensus for complex investment decisions faster by aligning vision and context.

Get new clients and demand for securities and investment ideas from ESG, impact funds, endowments, philanthropy foundations

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The hub for investment ideas targeted by location, goals, impact chain, conditions, duration, risks, ROI.
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The hub for investment partnerships by impact type, location, UN goal or chain of impact.
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Goodwill-based trade desk and auction for partnership negotiations.

Invest in securitized assets on the basis of factoring contracts, according to ESG, climate, impact goals
of your clients

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The trade hub for securitized assets by location, goals, impact chain, conditions, duration, risks, ROI.
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The trade hub for co-investments deals by impact type, location, UN goal or chain of impact.
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Goodwill-based trade desk and auction for co-investments negotiations.

Invest in classic or reverse factoring in ready for start digital transformation project

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Trade desk for a factoring needs of a digital transformation initiator or service provider (vendor).
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Goodwill-based trade desk and auction for factoring deals.
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Trade desk for factoring needs of pre-vetted companies by ESG, Impact funds.

Form derivative securities faster factoring-based contracts grouped by impact targets or locations

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Partnerships HUB for local factoring experts and global ESG, impact asset managers.
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Marketplace of factoring contracts of digital transformation as base assets for securitization.
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Notable Investors trade deck "Goodwill vs Rates" auctions for asset managers.

Rethinking Media Relations, Public Relations, Financial Impact with Disrupting Way to Build Long-term Relationships with Key Players of Digital Transformation Ecosystem

Ambixer - Expectations Management Framework
for Financial Webinars and Digital events

Book the Right Combination:
When, Who, About, for Whom for Webinars or Events

"Pains-Cases" topics recommendation engine for attendees and expert-partners.

Advanced expert and sponsorship booking engine for any b2b product and case.

Smart-scheduler. Best time slots selected for experts, webinar hosts, and VIP guests.

Prioritization engine of incoming requests.

Compare calendars, sort potential appointments by a subject of interest
for each participant.

A/B test for options:
- Agendas topics,
- Guest speakers,
- Sponsors
Pick the perfect fitted.

Ambixer - Expectations Management Framework
for Complex Relationships with Audiences

"Pain-Cases" topics recommendation engine for attendees and expert-partners

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Wrap your solution message with the right "Pain" that an attendee whant to relief.
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Explain your solution with the right Case for an every "Pain" with the right expert for any audience.
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Cases-chain and Solution-chain engine for full-stack experts attendees and agenda.

Advanced expert and sponsorship booking engine for
any b2b product, type of event, audience or case

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AI-powered vetting process for sponsorship ideas.
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AI-powered vetting process for offers of products, events, producers or case.
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AI-powered vetting process for experts.

Prioritization engine of incoming requests for Sponsors: Investors, Asset managers, DX vendors, DX Corporations

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Conduct open-calls without spending time on screening.
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Team prioritization incoming requests (including requirements of every team-mate).
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Valuation engine for every request automatically form the line and top-lists.
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Flexible prioritization, including gold-ticket, for skipping the line.
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Comparison Pro-and-Contra detailed list for an every request for making scrupulous designs.

Prioritization engine for questions and answers sessions for event, webcast, open-call, lecture or product webinar

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Collect questions from attendee.
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Sort questions for every speaker.
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Fill slots balancing between common interest and sales-lead questions.
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Create "gold tickets" for most important questions to skip the line.

Smart-scheduler. Best time slots selected for experts, webinar hosts and VIP guests

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Plan your events for the year ahead.
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Evaluate every incoming opportunity by complex criteria.
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Create "Gold ticket" condition for best variant.

Compare calendars, sort potential appointments by subject interest for each participant

–

A/B test for options: Agendas topics, Guest speakers, Sponsors.
–

A/B test for Date and Time-slots.
–

A/B test for price and value.
–

Pick the perfect fitted.

"Pain-Cases" topics recommendation engine for attendees and expert-partners

–

Wrap your solution message with the right "Pain" that an attendee whant to relief.
–

Explain your solution with the right Case for an every "Pain" with the right expert for any audience.
–

Cases-chain and Solution-chain engine for full-stack experts attendees and agenda.

Advanced expert and sponsorship booking engine for
any b2b product, type of event, audience or case

–

AI-powered vetting process for sponsorship ideas.
–
AI-powered vetting process for offers of products, events, producers or case.
–

AI-powered vetting process for experts.

Prioritization engine of incoming requests for Sponsors: Investors, Asset managers, DX vendors, DX Corporations

–

Conduct open-calls without spending time on screening.
–

Team prioritization incoming requests (including requirements of every team-mate).
–

Valuation engine for every request automatically form the line and top-lists.
–

Flexible prioritization, including gold-ticket, for skipping the line.
–

Comparison Pro-and-Contra detailed list for an every request for making scrupulous designs.

Prioritization engine for questions and answers sessions for event, webcast, open-call, lecture or product webinar

–

Collect questions from attendee.
–

Sort questions for every speaker.
–

Fill slots balancing between common interest and sales-lead questions.
–

Create "gold tickets" for most important questions to skip the line.

Smart-scheduler. Best time slots selected for experts, webinar hosts and VIP guests

–

Plan your events for the year ahead.
–
Evaluate every incoming opportunity by complex criteria.
–

Create "Gold ticket" condition for best variant.

Compare calendars, sort potential appointments by subject interest for each participant

–

A/B test for options: Agendas topics, Guest speakers, Sponsors.
–

A/B test for Date and Time-slots.
–

A/B test for price and value.
–

Pick the perfect fitted.

Rethinking Investor Relations With Public Companies for Digital Transformation,
Impact and Active Investment

Ambixer - Expectations Management Framework
for Investor Relations

Prioritization engine for questions and answers sessions
for Investors and VP of Investor Relations

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Collect questions during full previous quartal.
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Balance and deversify representation of investors.
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Sort questions by frequency and importance.
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Identify important question by team's criteas.
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Form the line of of questions an build 24/7 communication with investors.

Incoming Prioritization engine for Earnings Call and IR events for Impact Investors and Asset Managers

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Handle invitations from 6000 of public companies.
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Handle answers from hundred investors.
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Forward requests and invitation to the right partner.
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Sort by multiple conditions from committee members.

Smart-scheduler. Best time slots selected for ESG, Impact Investors, Asset managers and VP of Investor Relations

–

Plan your events for the year ahead.
–
Evaluate every incoming opportunity by complex criteria.
–

Create "Gold ticket" condition for best variant.

Compare calendars, sort potential appointments by subject interest for each participant

–

A/B test for options: Agendas topics, Guest speakers, Sponsors.
–

A/B test for Date and Time-slots.
–

A/B test for price and value.
–

Pick the perfect fitted.

Ambixer - Expectations Management Framework

Ambixer helps multi-sided teams build consensus for complex investment decisions faster by aligning vision and context.

Balance the Right Combination:
short-term, long-term, profit, risk, location, investment strategy

- Head of ESG Asset Management
- Head of Partnership
- Members of Board
- VP of Factoring

Investment Banks, Asset Managers

- Head of ESG AUM
- Head of Partnership
- Members of Board
- VP of Factoring

Ambixer - Expectations Management Framework for Financial Services and Investors

Rethinking Media Relations, Public Relations, Financial Impact with Disrupting Way to Build Long-term Relationships with Key Players of Digital Transformation Ecosystem

Ambixer - Expectations Management Framework
for Financial Webinars and Digital events

Book the Right Combination:
When, Who, About, for Whom for Webinars or Events

Compare calendars, sort potential appointments by a subject of interest
for each participant.

A/B test for options:
- Agendas topics,
- Guest speakers,
- Sponsors
Pick the perfect fitted.

Ambixer - Expectations Management Framework
for Complex Relationships with Audiences

Rethinking Investor Relations With Public Companies for Digital Transformation,
Impact and Active Investment

Ambixer - Expectations Management Framework
for Investor Relations

What the Secret Sauce is?

Pick Suite of Products

Or contact me on professional networks

About Katherine

Cookies & Privacy

Balance the Right Combination:short-term, long-term, profit, risk, location, investment strategy

- Head of ESG Asset Management - Head of Partnership - Members of Board - VP of Factoring

Investment Banks, Asset Managers

- Head of ESG AUM - Head of Partnership - Members of Board - VP of Factoring

Ambixer - Expectations Management Framework for ​Financial Services and Investors

Rethinking Media Relations, Public Relations, Financial Impact with Disrupting Way to Build Long-term Relationships with Key Players of Digital Transformation Ecosystem

Ambixer - Expectations Management Frameworkfor Financial Webinars and Digital events

Book the Right Combination:When, Who, About, for Whom for Webinars or Events

Compare calendars, sort potential appointments by a subject of interest for each participant. A/B test for options: - Agendas topics, - Guest speakers,- SponsorsPick the perfect fitted.

Ambixer - Expectations Management Framework for Complex Relationships with Audiences

Rethinking Investor Relations With Public Companies for Digital Transformation,Impact and Active Investment

Ambixer - Expectations Management Frameworkfor Investor Relations

What the Secret Sauce is?

Pick Suite of Products

Or contact me on professional networks

About Katherine

Cookies & Privacy

Balance the Right Combination:
short-term, long-term, profit, risk, location, investment strategy

- Head of ESG Asset Management
- Head of Partnership
- Members of Board
- VP of Factoring

- Head of ESG AUM
- Head of Partnership
- Members of Board
- VP of Factoring

Ambixer - Expectations Management Framework for Financial Services and Investors

Ambixer - Expectations Management Framework
for Financial Webinars and Digital events

Book the Right Combination:
When, Who, About, for Whom for Webinars or Events

Compare calendars, sort potential appointments by a subject of interest
for each participant.

A/B test for options:
- Agendas topics,
- Guest speakers,
- Sponsors
Pick the perfect fitted.

Ambixer - Expectations Management Framework
for Complex Relationships with Audiences

Rethinking Investor Relations With Public Companies for Digital Transformation,
Impact and Active Investment

Ambixer - Expectations Management Framework
for Investor Relations