For financial services professionals, each client is unique and this drives how they like to receive information. Manually producing customized content packages is typically time consuming, tedious and monopolizes staffing resources. SatuitPackMan allows you to customize client packages by defining the criteria set for each client. Do this once and SatuitPackMan automates the creation of content packages thereafter, whether that is daily, monthly or quarterly. SatuitPackMan also creates a table of contents which is customized for the contents of that package. Add a logo, disclaimers, and other graphics to your reports to enhance the overall look and feel and maintain your corporate branding.
Most content that you wish to send to a customer is stored in a variety of places. SatuitPackMan allows you to create automated packages gathering information from a variety of sources. Simply select the information from each system to include and SatuitPackMan does the rest. For information that does not reside within a system or software, use Global Document Search™ to search PDF documents for a unique identifier, such as client name, security symbol or account number. SatuitPackMan will include only those documents or pages within a PDF document that match the identifier you provide.
By implementing SatuitPackMan, you reduce the amount of human touches and reduce the chance for errors. In addition, clients report a reduction of 40-90% off of the time it took to prepare client content packages. This means professional managers can spend more of their time garnering new business and servicing existing clients. Back office staff also has more time to focus on revenue generating activities and in some cases overhead can be reduced as well.
Servicing your clients is your business and part of that is providing them with regular content packages about their investments. For most companies that’s a large task every month or quarter and involves significant staff time. Many times, clients receive their content packages weeks after the end of the period. With SatuitPackMan, you can provide customized reports with more relevant information in less time. In today’s financial environment, clients are looking for this enhanced level of communication.
Satuit SecurePDF
An Add-on option, Satuit SecurePDF allows SatuitPackMan users to email PDF’d packages safely protected by an encrypted password. Push one button and automatically send your customized packages to one or many recipients. Satuit SecurePDF is fully integrated with PackMan, and allows you to add merge fields. Not only do you save on postage, but your clients receive information days earlier. You can store your client packages electronically also saving on paper costs and expensive physical storage space. You can track your emails through Outlook, but still restrict printing and copying of the PDF.
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