Assentis is starting two free webinars with the German Banking Club covering the following topics in German language.


September 20: Investment Advisory, Client Reporting and the Cloud

Real-time, interactive, flexible and fully integrated – that’s how reporting will have to work in the future.

Banks, asset and wealth managers require an average of ten man-days to prepare the appropriate reporting of financial portfolio data to HNWI and institutional clients.

With Assentis solutions, this can be done within a day by the department itself without IT intervention. In addition, they offer a new digital channel on which both clients and advisors can interactively visualize the data. Adjustments can be made and implemented directly in discussions with the client. Client reporting becomes simpler, faster and more personal.

The advantages in detail:

  • High level of automation of designs, data and compliance.
  • Interactive creation and processing of reports both by the client and the client advisor.
  • Multi-channel: Consistent online and paper reports at all times. Paper reports can be generated at the push of a button. And yes, they are more than just a screenshot of the online version. You receive fully formatted and compliant paper reports.
  • Seamless integration into existing…
    • Customer portals, e.g. online banking,
    • Authentication and
    • Authorization mechanisms,^
    • IT system infrastructures.

Various options are available for implementation: On-premises or in the cloud – the choice is yours. In the webinar on 20.09.2018 at 10:00 o’clock you will learn more.

Join here