Client Reporting Automation Event

Provide your clients with personalized, high quality reports in a reliable, efficient, and confidential way while minimizing the production costs.

Date: Tuesday May 18, 2010

Time: from 17:30 to 19:00

Venue: Swissôtel Métropole
            34 Quai Guisan
            1204 Geneva
            Switzerland

Agenda:

Introduction
Increase profitability by leveraging Business and Customer Intelligence technologies
Provide your clients with personalized, high quality reports in a reliable, efficient, and confidential way while minimizing the production costs with FinScheduler 4.0
Customer testimony by Mr. Laurent Brille, Front-Office Application Manager at Société Générale Private Banking S.A.
Questions/answers
Apéro/networking

Costs: this event is free but registration is required

Registration: under This e-mail address is being protected from spambots. You need JavaScript enabled to view it or +41 (21) 647 77 13

Background information
Many financial institutions consider high quality personalized client reporting as a key factor to client acquisition and retention. Most clients and client advisors consider it as the business card of their financial institution. Yet, producing such reports in a reliable, efficient, confidential and secure way can be very time-consuming and costly.

Our client reporting software, FinScheduler, was especially developed for financial institutions seeking to produce high quality, personalized client reports in a fully automated way, while minimizing the cost of production. Its robust workflow-based engine, its encrypted document management system and its secure web-based user portal provide all this functionality out-of-the-box.

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