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SIPKIS
  SIPKIS 1
  Situating and personalisation in customer-centred information systems  
Institute web site
www.wi-if.de

Contact
sipkis@forsip.de

Management
Prof. Dr. Hans Ulrich Buhl
Download
DownloadFlyer (pdf, german)
Publications
Publications for SIPKIS
  1 Benefits  and Definition of the problem
2 Procedure  and Application
  3 Team and contact
 
  Procedure
Competence in customer modelling and financial problems
Only individualised, personalised and situational financial advice can bring the best results for the customer.

SIPKIS thus takes into account not only the ROI but also the risk, flexibility, manageability and reconstructability of the products contained in the investment suggestion by basing the choice of product combination on the customer's goals as regards these properties. For example, the flexibility of the invested money is of great importance for a customer planning to buy property in the foreseeable future.

How does SIPKIS work?

In the first step, efficient product combinations are determined with respect to all relevant goals. These are selected from the product categories that are suitable for the counselling scenario. Fiscal aspects and transaction costs are also taken into consideration.

The product combinations that come closest to the customer's goals are then selected from these. The customised weighting of goals is derived from the information available on the customer.

The evaluation is hereby based not only on opinions that reflect the needs, wishes and interests of the customer but also estimates that provide information on the possibilities and limitations of the customer taking into account his social and financial restrictions for financial decisions.
 
  Application
Money alone can't buy happiness - you need the matching financial services
  For example, the readiness to take risks (=customer's attitude) is compared to the risk sustainability (=estimate of the advisory system) as regards the risk. If these differ greatly, the customer can be informed about the potential financial dangers of a high risk on the basis of special diagrams and charts showing these risks.

The customer can also adjust his or her portfolio accordingly if they are not satisfied with the product combination offered: if the customer wants more flexibility, for example, he only has to alter the level of the bar for the corresponding slide control (cf. graphic). The corresponding efficient product combination is then determined and shown to the customer. This allows the customer to select the portfolio that best matches his needs.
 
Bildschirmansicht Anlagevorschlag (1230x760 Pixel)
Screen shot: investment proposal of a consulting system for retirement provision (1230x760 pixels)
  Go to page
  1 Benefits  and Definition of the problem
2 Procedure  and Application
  3 Team and contact

 
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SIKOWO 1 SIKOWO 2
  • Tracking persons
  • Image processing with several video cameras
  • Situational, personalised
  • Tracking of movement
  • Recognition of pointing actions
  • Control and regulation
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SIPBILD 1 SIPBILD 2
  • Evaluating video sequences
  • Controlling complex systems through gestures and facial expressions
  • Application in environments with changing conditions
  • Recognizing more facial expressions and gestures.
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SIPADIM-1 SIPADIM-2
  • Controlling complex systems
    through natural speech
  • Context-dependent dialogue
    management
  • Self-Explanation of the
    System
  • Guiding the user
  • Plan-based processing
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COSIMA B2B COSIMA T
  • Sales agent
  • Fully automated
  • Sales psychology dialogue
  • Individual Travel
    Composition
  • COSIMA in Tourism
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SIPKIS SIPKIS 2
  • Personalised financial
    services
  • Risk and flexibility taken
    into account
  • Situations and roles
  • selection of efficient and individual portfolios
  • legal regulations
  • taxes and social capital
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SIPREACT SIPREACT 2
  • Adaptive documents and workflows
  • Recommender system prototype
  • Adaptive information and assistance systems
  • Tools and author support for document variants
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Role and company modelling
  • Operational information systems that adapt to situations, roles and personal preferences
  • User-friendly, individualised man-machine dialogue
  • "Just-in-time" data acquisition to meet specific needs
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TRUSTEE 1 TRUSTEE 2
  • Fiduciary offers, negotiations
    and conclusions for clients
  • Anonymity guaranteed on
    the Internet
  • Application-based selection
    of products
  • Help to decide the quality
    of extracted offers