Webinar AMLR Readiness for Malta: What Obliged Entities Need to Know October 13, 2026 | 10am Register Now
Webinar Solvency II Taxonomy update 2.10: Impact per 2027 October 15, 2026 | 10am Register Now
Webinar IRRD 2027: What insurers must do before the deadline October 22, 2026 | 10am Register Now
Get Your AMLR Reality Check Download Now
cleversoft
  • Solutions
    Digital Advisory & Compliance
    • Investment Marketing & Fund Reporting
    • Digital Advisory
    • KID Compliance
    • ESG Compliance
    • MiFID II Product Governance
    • Issuance Automation
    READ MORE
    Investment Marketing & Fund Reporting
    Automated delivery of daily updated, interactive fund factsheets and web components
    READ MORE
    Digital Advisory
    A modular and flexible investment advisory and compliance platform
    Supervisory Reporting
    • Solvency Reporting
    • IFRS17 Reporting
    • DORA Reporting
    • ESG / CSRD Reporting
    • ESG / PASI Reporting
    • IRRD Reporting
    • IORP II Reporting
    • DNB Reporting
    REGISTER NOW
    Solvency II Webinar
    Taxonomy update 2.10. Impact per 2027
    REGISTER NOW
    IRRD Webinar
    What insurers must do before the deadline
    Financial Crime Prevention
    • Due Diligence (KYC & KYB)
    • Transaction Screening
    • Transaction Monitoring
    • Fraud Prevention & Case Management
    READ NOW
    AMLR Reality Check
    Will your AML framework hold up under supervision?
    REGISTER NOW
    AMLR Webinar
    AMLR Readiness for Malta: What Obliged Entities Need to Know
    Financial Messaging
    • Financial Messaging Hub
    • Archiving & Reporting
    • Software Development Kit
    READ MORE
    Financial Messaging Hub
    Simplifying complex regulatory, operational and cross-border workflows
    READ MORE
    Archiving & Reporting
    Automate the storage of your entire financial communications
  • Industries
    Banking & FinTech
    Banking & FinTech
    A modular and flexible platform for banks of all sizes and budgets
    Insurance
    Insurance
    A modular and flexible platform for insurers of all shapes, sizes, and budgets
    Asset Management
    Asset Management
    Easily keep your investor relationships compliant for MiFID II, SFDR, and more
    Pension Funds
    Pension Funds
    Make regulatory compliance and reporting a breeze for your fund
  • Regulations
    • AMLD

      Anti Money Laundering Directive

    • CSRD

      Corporate Sustainability Reporting Directive

    • DORA

      Digital Operational Resilience Act

    • FinSA

      Federal Financial Services Act (CH)

    • FTK

      Financial Assessment Framework

    • IDD

      Integrity Due Diligence

    • IFRS 17

      International Financial Reporting Standard

    • IORP

      Institutions for Occupational Retirement Provision Directive

    • MaComp

      Minimum Requirements for the Compliance Function

    • MiCA

      EU Markets in Crypto Assets (MiCA) Regulation

    • MiFID II

      Markets in Financial Instruments Directive

    • PIB

      Product Information Sheet

    • PIFI

      Incident Warning Protocol for Financial Institutions (NL)

    • PRIIPs

      Packaged Retail and Insurance-based Investment Products

    • SFDR

      Sustainable Finance Disclosure Regulation

    • Solvency II & UK

      Solvency directives for the insurance industry

    • UK CCI

      UK Consumer Composite Investments

    • UK SDR

      UK Sustainability Disclosure Requirements

    Get in Touch
    Get in Touch
    Our dedicated teams respond to inquiries in a fast and efficient manner
  • Resources
    • Insights
    • Regulatory Watch
    • Customer Stories
    • Resources
    AMLR Reality Check
    AMLR Reality Check
    Will your AML framework hold up under supervision?
    Customer Success Story
    Customer Success Story
    Creating Automated Fund Product Information with FactsheetsLIVE™
    AMLR 2027
    AMLR 2027
    Five Critical Areas Insurances Need to Review Now
  • Events
  • About
    About cleversoft
    About cleversoft
    Leadership Team
    Leadership Team
    Work at Cleversoft
    Work at Cleversoft
    Partnerships
    Partnerships
    News
    News
  • Support
Contact us
  • Solutions
    • Return
    • Digital Advisory & Compliance
    • Supervisory Reporting
    • Financial Crime Prevention
    • Financial Messaging
  • Industries
    • Return
    • Banking & FinTech
      A modular and flexible platform for banks of all sizes and budgets
    • Insurance
      A modular and flexible platform for insurers of all shapes, and sizes, and budgets
    • Asset Management
      Easily keep your investor relationships compliant for MiFID II, SFDR, and more.
    • Pension Funds
      Make regulatory compliance and reporting a breeze for your fund.
  • Regulations
    • Return
    • AMLD
      Anti Money Laundering Directive
    • CSRD
      Corporate Sustainability Reporting Directive
    • DORA
      Digital Operational Resilience Act
    • FinSA
      Federal Financial Services Act (CH)
    • FTK
      Financial Assessment Framework
    • IDD
      Integrity Due Diligence
    • IFRS 17
      International Financial Reporting Standard
    • IORP
      Institutions for Occupational Retirement Provision Directive
    • MaComp
      Minimum Requirements for the Compliance Function
    • MiCA
      EU Markets in Crypto Assets (MiCA) Regulation
    • MiFID II
      Markets in Financial Instruments Directive
    • PIB
      Product information sheet
    • PIFI
      Incident Warning Protocol for Financial Institutions (NL)
    • PRIIPs
      Packaged Retail and Insurance-based Investment Products
    • SFDR
      Sustainable Finance Disclosure Regulation
    • Solvency II & UK
      Solvency directives for the insurance industry
    • UK SDR
      UK Sustainability Disclosure Requirements
    • UK CCI
      UK Consumer Composite Investments
  • Resources
    • Return
    • Insights
      Expert guidance, practical insights and industry analysis on regulation, compliance and digital transformation in financial services.
    • Regulatory Watch
      Stay informed about the latest regulatory developments, compliance requirements and supervisory guidance impacting the financial industry.
    • Customer Stories
      Discover how leading financial institutions use cleversoft solutions to streamline processes, strengthen compliance and drive business success.
    • Resources
      Practical guides and expert materials to support informed decision-making and successful regulatory change.
  • Events
  • About
    • Return
    • About cleversoft
    • Leadership Team
    • Join Our Team
    • Partnerships
    • News
  • Support
  • Get In Touch

Customer Stories

Discover how leading financial institutions use cleversoft solutions to streamline processes, strengthen compliance and drive business success.

Home Resources Customer Stories
Creating Automated Fund Product Information with FactsheetsLIVE™
The cleversoft group 21 July 2026
Read More
Success Story: Next-Level Customer Advisory with tetralog – Bank Austria’s Journey to Smarter Investment Advice
The cleversoft group 4 August 2025
Read More
Success Story: Baloise Belgium Simplifies SFDR with cleversoft
The cleversoft group 2 June 2025
Read More
Success Story - Merck Finck's Digital Leap with cleversoft
The cleversoft group 21 February 2025
Read More
Success Story - Holland Casino Online and cleversoft
Lisa van Bussel 25 June 2024
Read More
Success Story de Volksbank: Fighting financial crime with a ForensicCloud solution
Lisa van Bussel 28 June 2023
Read More
Success Story SV Informatik: Efficient FactsheetsLIVE™ solution
Lisa Waldherr 2 May 2023
Read More
Success Story ERGO: SFDR factsheets transparent, fast and up to date
Lisa Waldherr 19 April 2023
Read More
Success Story Nürnberger Lebensversicherung: Fast implementation of the SFDR-Level 2 regulation
Lisa Waldherr 24 February 2023
Read More
Successful Go-Live for cleversoft’s ESG4insurance Solution
Lisa Waldherr 22 March 2022
Read More
cleversoft
  • +49(0)89 288 51110
  • contact@clever-soft.com
  • social link- linkedinLinkedin
  • EN
    • DE
    • FR
  • Events
  • News
  • About cleversoft
  • Leadership Team
  • Partnerships
  • Resources
  • cleversoft Careers
  • Get in Touch
  • Support
  • Bug Bounty Program
  • Privacy Policy
  • Cookie Policy
  • Imprint
  • Legal Notice

Stay in the Compliance Loop!

Our newsletter informs you about regulatory innovations and interesting events. If you are interested, please enter your contact details in the form. You can unsubscribe at any time.

SUBSCRIBE NOW

MünchenFrankfurtLuxemburgAmsterdamDen HaagMaltaSofiaSevillaIstanbulDubaiKuwait
©2026 cleversoft | All rights reserved.