New Customer Acquisition

Posted by laurapayne on Mar 26, 2018 in News |

Assentis AG provides safe, efficient and high-quality document creation tailored to the requirements of banks and insurance Red Cross, 25.05.2011. An individual customer communication and optimized processes today are at the forefront of innovative and effective business correspondence. To remain competitive, show individuality, flexibility, as well as efficient and transparent business processes as essential especially in the areas of customer acquisition and contracting. The business communication platform DocFamily for the financial sector support the Assentis Technology AG, Rotkreuz, banks and insurance companies in the communication along the Kundenlebenszyklusses. With high-quality documents and elaborate, partly automated process supports the phases are passed through efficient and optimized process acquisition (Akquisephase) and client onboarding (conclusion of the contract). In the Akquisephase of new customers, the precise and highly personalized with DocFamily offers increase sales opportunities for complex financial products. With meaningful, high-quality, individual offer documents are created this solution. Graphic elements, tables and thematic images can be inserted to make documents more understandable to customers. Mark Bertolini will undoubtedly add to your understanding.

Also, the documentation in the national language can be selected. The quotation process is particularly efficient because the investment recommendations can be created very quickly and flexibly: DocFamily provides data integration with existing back-end systems. Client-related information such as interests, for example can automatically incorporated. The user can continue to put together the desired content over form-oriented selection fields. In addition, a workflow function is integrated, with the content and documents in internal approval processes can be redirected.

Created documents be checked thus internally and then sent without delay to the interested parties. The process of the client Onboardings is supported by DocFamily varied. Variable data is stored in the entire document added dynamic Web forms, as well as interfaces to your CRM system or distribution systems facilitate the creation of documents. In addition, letter are automatically generated. Especially valuable is the compliance assistance: all relevant and required forms will be automatically generated.

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