CCM Interactive
Key features
- On-demand custom documents such as individual correspondence, corporate action statements, campaign letters, client on-boarding, investment proposals, advisory minutes, etc.
- Designed for business to create and edit on their devices in real time
- Seamlessly integrating into business processes to ensure approval before publishing
- Business rules embedded in documents ensure compliance with banking regulations across regions
Description
Fully integrated Suite powered by the latest technology in digital customer communications. The Interactive module enables business to create and edit a document in real time on their devices, seamlessly integrating it into business processes. This module ships with a runtime document editor and a management system for text components.
Functionality: On-demand custom documents
- Business administrators responsible for customer communications can setup and edit business rules for content inclusion and exclusion in documents without IT interference.
- Business users can interactively create and edit documents such as individual correspondence, corporate action statements, campaign letters, client on-boarding, investment proposals, advisory minutes, etc. Business rules embedded in documents ensure compliance with banking regulations across regions.
- Ensure documents interactively created by business go through the approval process before publishing.
- All elements of a document are versioned and auditable with a record of changes.
- Generate a document in multiple languages either with manual selection or automated by selection of location.
- Upload and attach existing PDFs.
Twenty banks using the Avaloq Banking Suite have successfully implemented Assentis CCM modules. Avaloq CCM is periodically enriched with new features and functionalities to meet evolving requirements.
Key features
Key features
- On-demand custom documents such as individual correspondence, corporate action statements, campaign letters, client on-boarding, investment proposals, advisory minutes, etc.
- Designed for business to create and edit on their devices in real time
- Seamlessly integrating into business processes to ensure approval before publishing
- Business rules embedded in documents ensure compliance with banking regulations across regions
Description
Description
Fully integrated Suite powered by the latest technology in digital customer communications. The Interactive module enables business to create and edit a document in real time on their devices, seamlessly integrating it into business processes. This module ships with a runtime document editor and a management system for text components.
Functionality: On-demand custom documents
- Business administrators responsible for customer communications can setup and edit business rules for content inclusion and exclusion in documents without IT interference.
- Business users can interactively create and edit documents such as individual correspondence, corporate action statements, campaign letters, client on-boarding, investment proposals, advisory minutes, etc. Business rules embedded in documents ensure compliance with banking regulations across regions.
- Ensure documents interactively created by business go through the approval process before publishing.
- All elements of a document are versioned and auditable with a record of changes.
- Generate a document in multiple languages either with manual selection or automated by selection of location.
- Upload and attach existing PDFs.
Twenty banks using the Avaloq Banking Suite have successfully implemented Assentis CCM modules. Avaloq CCM is periodically enriched with new features and functionalities to meet evolving requirements.
Preview
