We deliver
Assentis Customer Communication Management solutions ensure clients receive documents that are relevant, comprehensible, and consistently correct during the entire customer life cycle.
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 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
Business Use 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
Press Release Document Automation Service
October 5, 2020
Assentis certified for ISO/IEC 27001
August 18, 2020
Welcome Dominique Equey, Assentis’ new General Manager, APAC Region
February 25, 2020
Brand-New Client Reporting Whitepaper
January 9, 2020
Future Client Reporting In Wealth Management
November 7, 2019
How we communicate with customers in 2025
August 29, 2019
How Assentis Takes Forms To A New Level
March 14, 2019
Assentis Announces Expansion Into US Markets
February 6, 2019
We Welcome Richard Allin as Chief Revenue Officer
January 16, 2019
CCM Review 2018: Is the cloud really market ready?
December 12, 2018
Efficiently Create Thousands Of Product Presentations
October 30, 2018
Why Assentis is a Hot Solution for Customer Experience
September 25, 2018
Assentis releases updated platform version 6.4
August 22, 2018
Experience through specialization – Finnova and Assentis
April 18, 2018
Overwhelming Live Demo in Frankfurt
March 29, 2018
Cloud Enabling with Docker
January 8, 2018
DocFamily 6.3 released
January 8, 2018
Official SAP PE Build Partner
January 8, 2018
New Offices in Germany
June 13, 2017
Annual General Meeting 2017
June 13, 2017
Best Risk Class received from Dun & Bradstreet
May 30, 2017