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Partner

Are you looking for a business partner or distributor in the financial sector? As a partner, cleversoft has experience and skills resulting from many years of business relationships with Thomson Reuters, PS Plus or Examo. Our two main pillars of a successful partnership are the provision of encouragement and support on both sides. Our goal is to provide direct communication on an equal basis through transparency and trust.

  • 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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  • CRMmehr erfahren

    CRM

    Streamline your customer relationship management with cleversoft’s financial services solution for MS Dynamics CRM. You profit in marketing, sales and service from an integrated solution, which can easily be adopted and is intuitive to use. Integration into your established MS Office World eases acceptance within your team.

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  • FD Distributor™mehr erfahren

    FD Distributor™

                        

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  • SharePoint Integrationmehr erfahren

    SharePoint Integration

             

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