DeskNet Inc., a leading provider of dynamic publishing solutions for enterprise customer communications, today announced the release of ContentWelderâ¢ for Client Reporting.
ContentWelder for Client Reporting is the most advanced, feature-rich and complete solution available for automating the workflow and dynamic composition of customized client reports for institutional and high-net worth investors. With ContentWelder for Client Reporting, investment management firms can:
â¢ Speed the delivery of time-sensitive reports â by streamlining business processes and eliminating the manually intensive steps required to create complex reports.
â¢ Lower operating costs â by leveraging enterprise technology and producing all output formats for multi-channel delivery, audit and filing requirements.
â¢ Improve compliance while mitigating risk â by invoking all business, branding and regulatory rules when dynamically generating documents, emails or micro-sites.
ContentWelder for Client Reporting is based on the award-winning ContentWelder enterprise customer communications platform, which has been successfully deployed by the industryâs leading financial services firms.
ContentWelderâs service oriented architecture is designed to integrate with critical systems and applications. Its robust rules engine institutionalizes business, branding and compliance logic, allowing the dynamic composition of client reports. ContentWelderâs configurable workflow natively supports desktop tools from MicrosoftÂ®, QuarkÂ® and AdobeÂ® for document creation, editing and approval â allowing rapid adoption throughout the enterprise.
With ContentWelder, DeskNet customers have experienced proven results for generating revenue, improving customer retention, building loyalty, reducing operating costs, and mitigating compliance risk. In addition to customized client reporting, firms use ContentWelder to quickly produce quarterly investment reports, fund fact sheets, prospectuses, and customized sales and marketing materials.
âContentWelder for Client Reporting addresses a critical need for firms to deliver a superior customer experience to their institutional and high-net worth investors, by producing the highest-quality reports on-demand,â said Michael Fitzsimons, co-CEO & Founder, DeskNet Inc. âContentWelder for Client Reporting also transforms the operational efficiencies of client service and marketing departments.â