Who we are
We are the authorities when it comes to collaborating with financial service providers. We solve the complex aspects of developing and implementing a bespoke customer communication solution.
Our cutting-edge solutions are for institutions who strive to improve communication with their customers and offer them an omnichannel experience
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We focus on financial service providers who aim to elevate the level of service to their customers through tailor-made client-focused CCM solutions
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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
We did not have a single issue during the last migration with Assentis while changing HW and OS at the same time. This should be unique in the entire industry and is very rare in IT projects. Assentis CCM is a really good platform, user-friendly and stable. But the highlight is the service. Assentis reacts quickly without any need for pressure and responds perfectly to our requirements. Highest rating.
Jörg Gleser, Head of IT Business Application at NORD/LB Luxembourg S.A. Covered Bond Bank
Swiss Life Germany is migrating over 560 document templates from our legacy system to the Assentis DocFamily solution as part of the modernization of our customer correspondence. Without the help of the Assentis Template Factory, this project would not have been possible in such a short time and with such high quality. The service, the cooperation and the processing efficiency by the people of the Template Factory have been outstanding. Our requirements were solved professionally and on time. We greatly appreciate the authentic appearance of Assentis and their collaboration.
Baysal Bektaş, Head of Department, Business Document Management
Assentis DocFamily is an important tool for our customer service. This enables us to act even faster and more professionally in the market. Thanks to the simple handling of the solution, we are also in a position to implement it independently in the Wüstenrot companies we support.
Walter Svoboda, Geschäftsführer Wüstenrot Datenservice GmbH
We have been professionally and competently supported in various enhancement projects and release upgrades. We are very happy to recommend Assentis. We also expect to profit from Assentis’ new communication technologies in the future due to Assentis’ high level of innovation.
Peter Bimczok, IT Fördergeschäft, NRW.BANK
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 customer communication
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.
Go deeper
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Success Stories
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 its employees.
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.

Visit us
Our head office is in Rotkreuz in Switzerland.
We have additional branches in
Germany
Austria
United States
Singapore

Mail us
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.