We deliver


Assentis Customer Communication Management solutions ensure clients receive documents that are relevant, comprehensible, and consistently correct during the entire customer life cycle.

Business Cases


Success stories of our clients while using Assentis solutions in their daily business.

Client Account Opening


Banks spend a lot of time optimising this process because it is usually the first time a customer experiences a bank’s services and it cannot be allowed to be sub-par. It involves a client filling up an application form, customer background checks and KYC, before the actual account can be opened.


With the Assentis digital communication platform it is possible to digitize and automate the communication processes and provides a continuous client experience.



Portfolio Review & Investment Advisory


Creating tailor-made advisory and portfolio reviews can be very time-consuming and often blocks the relationship manager to focus on his core activities.


With the Assentis digital communication platform this process can be fasten up by factors and provides an easy approach to create the required material aligned with compliance and given regulatories.



Funds Management


The Assentis products allow creating factsheets, internal and client reports, PIB/KID documents in one centralized place. Business users itself are able to maintain and update the content, while data is feed in automatically by connected business systems.



Reporting


Reporting financial portfolio data to wealthy clients is crucial and can be time-consuming. Each report must be individualized and tailor-made. Banks in average need 10 person days to onboard a new client in the higher segment (Affluent, HNWI and UHNWI). With the Assentis solutions this can be done in one day by the business itself, without any IT intervention. In addition it enables the bank to offer a new digital channel for clients and relationship manager to dynamically visualize their portfolio data in a “self-service” manner.



Payment Processes


Based on the internal output management system (OMS) features, the Assentis platform allows producing mass mailings on physical and digital channels. Advice and statements can be easily updated in one place because the layout components can be created once and re-used in all different mailing templates.



Our Products


A glimpse at the tools of success that we offer to our dedicated clients.

DocFamily


CCM platform. Digitized communication. Centralized digital & physical channels. Process automation.



SolPresent

Presentations in 3 steps. Automated business data. Shortest time. User-friendly. Legal/regulatory guidelines.

SolReport


Modular digital reporting. Direct RM/Client collaboration. Easy intuitive operation.



ComFoundation


Fast, deep integration.  Supports 3 integration layers: SAP, Temenos & Finnova. Close partnership with Avaloq.


 



Use Cases and Announcements