CCM Presentation

Description

Fully integrated Suite powered by the latest technology in digital customer communications. The presentation module is a simple-to-use, web-based interface to generate and share presentations at the touch of a button. Pre-approved templates and content are automatically integrated. Every presentation to a client can be populated with real-time data from various internal and external data systems, and individualized on-demand, even during a live client meeting. This module empowers customer facing Relationship Managers with anytime anywhere access to create presentations in no more than minutes on their devices.

Functionality: Dynamic presentations using web browser

The created documents fulfill everything:

• Up-to-date content and data
• Personalized to the customer
• The right templates in the right order
• Compliance with marketing and CI / CD requirements
• Approval from legal
• Automatic versioning
• Available on mobile devices
• Extend PowerPoint functionality to ensure mandatory content and dynamic slide generation with real time data from banking systems
• Visualize data with charts and use client information to individualize slide content for a powerful, unique and personal customer experience
• Generate tailor-made sales presentations and investment proposals directly from the Avaloq system
• Reduce the efforts enormously, for Relationship Managers as well as for the back office

Facts: 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.