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Banks

Banks are the first port of call when it comes to money and investments. It is therefore necessary to always break new ground in terms of investments and to further develop business. With cleversoft, enable your advisers to offer the best possible support to your customers.

With our solutions that are specially tailored to banks, such as cleversoft docSuite™, we combine our products into individual solutions for your company. Standardisation allows you not only to reduce your costs, but also operate legally, transparently, and innovatively.

  • docCreator™mehr erfahren

    docCreator™

    Regulations and Digital Marketing have put an enormous focus on producing and retrieving product documentation in the financial services industry in the past few years. docCreator™ is cleversoft’s response to fullfill all these requirements in an ever increaseing complex setting, while keeping the ease of an automated process. The solution unites compliance requirements with ability to define design, structure and content in a flexible manner.

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  • PRIIP Service for banksmehr erfahren

    PRIIP Service for banks

    The regulation on Packaged Retail Investment and Insurance Products (PRIIPs) introduces the so called Key Investor Document (KID). cleversoft’s PRIIP Service for banks is a fully automated solution to create and retrieve the required document (multi lingual).

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  • docRepository™mehr erfahren

    docRepository™

    docRepository™ is a SaaS Application for retrieving and distributing regulatory documents and publications in all relevant languages. It includes regulatory documents such as German PIB, PRIIP KID, UCITS KIID, FIDLEG BIB, termsheets, prospectus as well as marketing documents such as equity research, funds factsheets.

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  • OTC KID-Generatormehr erfahren

    OTC KID-Generator

    You are selling OTC products such as FX Swaps, Equity Options, CMS or other OTC structures to clients? Then the OTC KID Generator is your tool to comply with EU PRIIPs Regulation (EU) No. 1286/201.

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  • German PIBs Servicemehr erfahren

    German PIBs Service

    Since July 1st 2011 German PIBs are required in advised transactions for German retail clients (also when advised in foreign countries). The law aims to provide an easy overview for investors, as well as transparent comparison between different banks products showing key risks & rewards. The cleversoft PIB Service provides you with an easy solution to cover this regulation.

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  • MiFID II Servicesmehr erfahren

    MiFID II Services

    create MiFID II compliant ex-Ante reporting in a fully automated STP process.

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  • Equity & Research Factsheetsmehr erfahren

    Equity & Research Factsheets

                       

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  • FactsheetsLIVE™ webmehr erfahren

    FactsheetsLIVE™ web

                   

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