Who we are

We are the authorities when it comes to collaborating with financial service providers to solve the complex aspects of developing and implementing a bespoke customer communication solution.


Our promise to you


    Our cutting-edge solutions are for institutions who strive to improve communication with their customers and offer them an omnichannel experience


    We focus on financial service providers who aim to elevate the level of service to their customers through tailor-made client-focused CCM solutions


    If this is of interest to you, we commit that we will uncover your specific needs and deliver a unique solution that exceeds your expectations

CCM – Customer Communication Management with Assentis


From the beginning with output management


    Around the turn of the millennium, a few inventors saw that banks’ output and document management was inefficient and error-prone and decided to do something about it.

    Their vast experience and digitization ideas laid the foundation for the creation of Assentis.

    Today the DocFamily is anchored in the industry as a highly specialized platform and is known as a proven, user-friendly solution that addresses both a client’s analog and digital communication needs.


To the evolution of modern CCM


    Modern customer communication management goes far beyond this. Omni-channel, automation, and personalization have become the standard in every good communication solution.

    It is now about specific scenarios that must be supported in a business-oriented way and accompanied by all kinds of documents that can be integrated into the existing system landscape with minimal IT dependency.

    Communication must be specific and compliant, and controlled by a clear process that reduces complexity.


To the implementation of tailor-made solutions


    This requires not only the right communication solution, but also a professional, deep understanding of the application situation and specialist knowledge during the implementation both from the technical side as well as the financial sector itself.

    The business must be able to cover all its own needs and act independently.

    This is our strength! Assentis supports more than 100 financial service providers in digital communication on a case-by-case basis, ranging from smaller local institutions to many of the largest in the world.

Some examples of particular challenges we solved for our customers

We have successfully implemented hundreds of bespoke solutions for our clients and we still look at each case as if it is a totally unique situation and work to tailor our flexible solution to meet a firm’s specific needs. Now is the time to reach out to us to discuss your specific challenges and take advantage of the knowledge and expertise of our consultants and professional services team, all without any obligation.

Digitize and automate customer communication

Create, distribute, and update presentations and sales materials more efficiently

Deliver consistent and professional reports across all channels

Use the power and flexibility of the cloud

Optimize credit processes

Automatically create investment proposals

Go deeper

Download the latest whitepapers and other highly specific in-depth content. Free and easy.

Whitepaper: Client ReportingWhitepaper: Presentations & Consulting MaterialsE-Mail series: How we communicate with customers in 2025

Our Clients

A selected list of clients we are proud to serve.

Many of our customers cannot be listed here due to contractual restrictions.

Our Partners

We work directly with many industry leaders and specialist providers. This enables us to achieve both seamless integration and the best possible performance for your individual situation.

Some Numbers

Customer Communication Management


Customer Communication Management (CCM) is an important topic for any company that communicates with a large number of customers in a personalized manner regarding complex topics. The market volume for CCM is growing steadily year over year. Financial service providers now account for around 40% of global spending on new customer communication solutions, which is currently around 900 MUSD.


Within the financial service providers, banking and insurance are spending the most, around 400 MUSD a year each.


The business is increasingly taking over from IT when it comes to deciding on customer communication solutions. Most important is that the solution needs to be looked at in a business-oriented way. Integrated into the existing system landscape with minimal IT dependency.

Source: Own analysis based on Gartner ECM Figures, Gartner CCM Publication, and Forrester analysis 

CCM Trends


Top 4 Trends

Interactive CCM: Interactive use cases that redesign the communication flow to enable business users to create and manage complex personalized customer communications.

Cloud Readiness: Cloud-based communication solutions that are highly flexible, scalable, and integrated with internal systems. The use of tailor-made, specific solutions as managed services will be an important key to success.

Digital First: Strong focus on digital channels to support the transition from traditional printing to digital channels and formats.

BPO CCM Services: Complete CCM functionality as a full managed service that also includes data-based customer journey management and analytics.

Trend interpretation according to the assessment by Assentis 

Client Results after Engaging with Assentis


7x faster

Customers report that document based communication is up to 7x faster after implementing our solution.


97% less errors

Reduction of errors in interactive correspondence by up to 97%.


ROI in 12 months

Most clients report amortizing the costs within 12 months.


Better communication

While at the same time significantly increasing the quality of communication for both end customers and it’s employees.

Assentis Company

Customer Centricity


We fully focus on what is most important to our customers: Solving their problems. 85% of our employees work in professional services, development or support and so right where our customers benefit directly from it. With a truly multicultural background with more than 20 nationalities represented.


The Dun & Bradstreet Risk Indicator 1 is assigned to companies with the highest creditworthiness and a minimum risk of failure. Assentis Technologies has been awarded this rating for the sixth straight year in a row.

Customer Base


Today, more than 100 banks, insurance companies, asset managers and brokers use Assentis solutions. We serve many of the largest banks in the world and our number of customers is growing globally.


Of all the companies we have supported with a customer communications solution since 2002, 93% are still active customers today.




Current Projects


Cups of Coffee

Get in touch

We want to hear from you! The first step is to reach out to us to discuss your challenges. We promise you an open dialogue and honest answers, without any commitment from you.


Challenge us

If you have a challenge you would like us to tackle, we would love to learn more! Once we fully understand the scenario, we can go ahead and build a customized mockup of a possible solution which we can review together.

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Visit us

Our head office is in Rotkreuz in Switzerland.

We have additional branches in
United States

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Do you have a question or would you like further information?

Please send us an e-mail to learn more about the ways we are revolutionizing the CCM industry.

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