Your clients' expectations for sophisticated reporting, client service, and communication from their investment managers continue to grow.  Further expense and complication is added to the client service process by the expanding scope of data privacy regulations such as MA 201CMR 17 in the U.S. and Directive 95/46/EC in the EU.  Satuit PackMan can help your team deliver better and more cost effective client service while reducing the complexity of compliance with current regulations.

Creating client statements is an expensive and time consuming task if not well automated.  Automating the creation of client service content allows financial services firms to cost effectively deliver support services while allowing key personnel to focus on their core proficiencies rather losing valuable time on low value tasks. 

Satuit PackMan is a content packaging system that automates the process of producing and distributing client, consultant, and interested party content packages such as quarterly statements, monthly reports, capital call letters, newsletters, and similar client communications.  Users of Satuit PackMan can produce and distribute any content package in vastly less time than a firm that manually assembles client communications from multiple sources.

Satuit PackMan is also a beneficial tool for your teams' overall regulatory compliance strategy.  Satuit SecurePDF reduces the cost of compliance with the latest Data Privacy regulations by allowing you to deliver template driven customized emails with encrypted report packages to your clients.

• Customize messages to all in a profile or for each individual client.
• Additional non-secure documents and files may be attached.
• Send to all clients in a group or to a single client.
• Log date and time emails were sent and to which client(s).