Product information for funds is an essential part of our service for both retail and institutional clients. In the past, the process was less standardized, making monthly document updates a demanding task due to the variety of data sources involved. With cleversoft’s software, we were able to reliably automate the entire process, optimize effort and costs, and improve the quality of the final output. This is a win for our company in every respect.

When we developed the SV PortfolioNavigator, our main focus was on our distribution partners. Thanks to the cooperation with cleversoft, we were able to create an online platform that meets the needs of the sales force in an efficient and user-friendly way.

cleversoft helped us to provide information on the sustainability of ERGO's products. This was done in an efficient and customer-friendly way. This enables our customers to make informed choices and ensure that ERGO's offering meets their needs in this new dimension. This in turn ensures that ERGO can meet its strategic mission: taking care of the financial health of our clients.

The collaboration with cleversoft was exceptionally professional and efficient from the very beginning. We were particularly impressed by the quick and seamless integration of their solution into our existing processes, enabling us to effortlessly and fully automatically generate regulatory-compliant product information. Ensuring the smooth integration into our existing systems, their team’s support and expertise have been outstanding. We greatly value the high quality and reliability of cleversoft's services and look forward to continuing this successful partnership.

cleversoft's KYC modules supported us in onboarding of new customers. We benefit from easy and quick first KYC checks, automated daily and monthly checks as well as constant monitoring of existing customers.

cleversoft supports us in providing our customers and sales partners with holistic and transparent information on funds and investment solutions - from regulatory information in the context of PRIIP or SFDR to important information for sales practice in the FactsheetsLIVE service.

Thanks to the regular exchange with Lisa Waldherr, we were very well informed about the new regulations and cleversoft's services. We were then quickly assigned a contact person for the project. Overall, we have a very good exchange with our contacts at cleversoft. The reporting of BUGs via the JIRA system works very well.

With cleversoft, we have a reliable partner for many years who supports us in risk management in the implementation of Solvency II requirements. This includes the governance of our processes as well as the standardization and automation of these in all areas from quantitative requirements up to reporting.

cleversoft Forensics Detection uniquely uses machine learning when analyzing transactions; extremely reducing our false positive alerts even as we've increased total reviewed transactions. The company is spot on for us.