ePresent
|
From the publisher website or publicity Overview ePresentTM is a completely secure, interactive, online electronic document management and delivery system that allows a financial institution to quickly and efficiently deliver statements, trade confirmations and any other documents via the web. Built on a robust platform, ePresent can be integrated directly with a firm's back-office or existing print source, allowing for seamless statement and confirm delivery as well as providing advisors and support staff with the ability to deliver single documents to specific clients on the fly. Facilitating collaboration on the same document simultaneously, ePresent allows clients to interact with their financial advisors in an online setting, strengthening the advisor / client relationship and anchoring clients to the financial institution. At the heart of ePresent is a powerful suite of Web-based tools. These management tools allow a financial institution to manage, monitor and control their interaction with their customer. With this application, institutions can automate document delivery, customize marketing messages, track and report customer activity and segment groups for target marketing campaigns. The electronic images are identical to those paper documents rendered by SunGard Output Solutions and available immediately to customer service personnel for customer queries. ePresent provides end-user clients with:
*A hassle-free experience with a single User ID/Password Collaboration tools to strengthen the relationship with their advisor A reason to keep coming back to the financial institution's Web site, helping drive traffic and facilitate cross-selling Benefits: To the Financial Institution:
To the Account Manager:
To the Client:
|
Keywords
Other tools that may interest you by area:-
Vendor: Sungard |
|