Software - ReportingSoft

What are the financial communication challenges ?

Due to the increasing competition, customer loyalty becomes banks’ priority. Banks must innovate in terms of communication, and communicate on the media channel with the highest readership rate : the Client Reporting.

Reporting Maestro is a new media opportunity to reach the clients.

Ability to attach an advertising content to the client reporting

Maximize your advertising campaigns on the media channel with the highest readership rates : According to a recent study by InfoTrends, banking transaction documents are read by 90% of end customers

To optimize targeting campaigns

Track customer history : all customer data is accessible from the software
Possibility to personalize the advertising content according to the customer profile (example: a customer interest for derivatives = sending a Flyer on derivatives with its reporting)

To personalize your communication campaigns

Large choice of templates for your advertising content : visual, graphics, ability to add new items to design your campaigns
Large choice of format : Set the size of the advertising mail
Multi-channel for your advertising campaigns : Tablet, Smartphone, E-banking, mail, emails

What are the Asset Managers challenges ?

In a disturbing financial market, evolving constantly, clients require reporting more frequently, in order to check their investments results and be reassured.

Reporting Maestro is a real financial analytical tool and a client communication tool for asset managers.

Detailed Reporting

Show detailed information relating to the financial transactions

Personalized communication

Reports’ content customizing: according to the type of investment, client characteristics, currency…
Reports’ design customizing: large choice of templates

Financial analytical tool