Leading Financial Services Firm Optimizes Broker Schedules with AIMMS

Schedules created in 20 minutes

99% feasibility for investor requests

Increased investor satisfaction

Maximizing Investor Satisfaction and Brokerage Success


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Improving business outcomes

This company’s brokerage unit holds several conferences each year to facilitate discussions between fund managers and investors. One-on-one meetings are most desirable, but due to resource and time constraints, some fund managers must hold meetings where several investors participate. The conference organizers wanted to create a schedule that would maximize the number of investor meeting requests fulfilled while minimizing the frequency and size of group meetings. Their key objective was to create the best conference schedule in order to maximize business opportunities for investors while having their brokers spend time with the highest value clients. The task proved to be too difficult to perform using Excel. An AIMMS-based application was developed. The solution generates an optimal conference schedule based on registration data downloaded from the web.


About the company

A global financial services firm was struggling to get the optimal pairings of investment managers with investors for their annual investor conference meetings. 


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