Procurement & distribution
Communication between service providers and customers in the financial sector is as important as it is complex. Under the increasing pressure of the competition, financial service providers must continuously optimise processes in order to provide their customers with information that is as simple as possible, but that is also legally compliant. The cleversoft group’s workflow-supported and auditable solutions help financial service providers to overcome this task. While the FD Distributor™ automates and simplifies data and document distribution, docRepository™ combines regulatory documents and marketing information for targeted searches via web interfaces and also provides these documents via the latest interfaces.