Description

Assentis is a suite of asset and customer communication management solutions designed for the communication and financial service industries. It enables users to digitize and automate customer interaction, create, distribute, and update presentations and sales materials, generate investment proposals and optimize credit process, accomplish customer background checks and KYC, design material aligned with compliance and regulatory, as well as manage regression testing of templates and libraries. Features include collaboration management, Temenos integration, output management, UHNWI segmentation capability, portfolio visualization capability, and project management. Products include DocFamily, SolPresent, SolReport, and ComFoundation.