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
Interview with Richard Allin, Chief Revenue Officer of the Americas at Assentis
Assentis Allows Firms Within The Banking, Financial Services, Insurance (BFSI) Industry To Create Better Communications For Its Customers
How Assentis Takes Forms To A New Level
Online and PDF forms offer great untapped potential. Onboarding, credit card applications or mortgage processing could benefit from an overwhelming increase in efficiency.
CCM Review 2018: Is the cloud really market ready?
“The Cloud”, such a controversial topic. The massive benefits are compounded by inertia and data protection concerns. Here we are making sense of the fog.
Why Assentis is a Hot Solution for Customer Experience
If you were asked what the three most important features of modern customer communication management (CCM) are, what would you say?
Assentis releases updated platform version 6.4
New Release 6.4: Hundreds of user feedbacks have been implemented to DocFamily. The results are overwhelming benefits for users in their daily work.
Assentis established as CCM solution in the Avaloq Ecosystem
Avaloq Community Conference 2018: Assentis is established as CCM solution in the stunning vision of an intuitive, user-focused Avaloq ecosystem.
Assentis starts Free Webinars with German Banking Club
Free webinars cover practical insights for your communication in loan processes, investment advisory, client reporting – and what the cloud is bringing in. A valuable how-to guide for your customer communication management.
Customer Communication in Finance – Avaloq and Assentis
Over twenty banks working with the Avaloq Banking Suite are using Assentis CCM modules every day. We share insights at the Avaloq Community Conference on 13 June 2018 at Samsung Hall Zurich.
Experience through specialization – Finnova and Assentis
Assentis solutions for customer communication have been used very successfully in the Finnova environment for years. We will show you the trends on Finnova Day on 26 June in Lucerne.
Overwhelming Live Demo in Frankfurt
Assentis live demo takes spectators into a journey of exploring portfolio data an a 3-D view that rocks while doing what many solution cannot do today.
Cloud Enabling with Docker
Use Docker container technology to integrate faster and to deploy the Assentis platform into the cloud.
