Add peace-of-mind to your bank’s regulatory workflow and automation – the compliance management for banks is here.
In addition to the regulation of regulatory requirements enables the docCreator™ uniform layout and design gave about all document types and transferred these in uniform structures.
docCreator™ is based on a modern SOA, or Services Oriented Architecture. This enables us the ability to develop dynamic and flexible new solutions and services, like FactsheetsLIVE™, while providing customers with swift time-to-market.
Make customer onboarding efficient and reduce fraud with a fully compliant all-in-one AML and CTF solution
Generate Product Information Sheets quickly and easily.
Automated delivery of daily updated, interactive fund factsheets and web components.
Integrate AML and KYC into your existing system and/or interface AMLspotter with your management program
Easy to use tailor-made backend fitted exactly to your processes
Seamless and easy integration with your systems
deritrade by Vontobel Integration with cleversoft docRepository
Regulatory Distribution Services.
Automate the generation of your shares and bonds factsheets
Your ESG marketing material surrounding the regulatory required documents
HAPI-based fund integration for your websites and tools.
An out-of-the-box custom solution
FinSA Service (Distribution and Creation Modules) – complete compliance for the Financial Services Act (FinSA) and FinSO
Help customers easily identify the best investments
Display a list of key figures, fees, and portfolio data
KYC functionality built directly into your Microsoft Dynamics 365 CRM
Automatically create factsheets for fund portfolios
PEP and Sanction Data
A CRM that integrates directly with your portfolio software.
SharePoint and Dynamics CRM: A Dream Team