cdl FinTech
- ClearCapture is our revolutionary FinTech client reporting service for wealth management companies.
- The service works with your existing legacy systems to wholly automate your reporting process.
- In turn, you can use the quality data that ClearCapture generates to reallocate your IT people to core competencies like trend analysis.
ClearCapture delivers process efficiencies and cost savings from day one.
Power
To create security-locked, automated client reports that are up to date and accurate, containing the information you specify, in record time.
Control
To reallocate or reduce staffing levels, rule out human error and speed the production of client reports from weeks to seconds.
Loyalty
Reports that enhance your client relationships because they
- communicate in a meaningful format
- build your brand
- strengthen the IFA relationship.
ClearCapture works like this
1. Efficient
You retain your current database. There’s no need to change your systems because all your client data stays in its present location and format
2. Fast and secure
You PUSH data in a consistent format, from up to 30 different sources to our dedicated secure link. It’s a fully automated ‘secure handshake’ because we’ll verify content, and fetch third party data for any non-automated life office feeds. We then process and verify your content at a staggering 30,000 A4 pages per hour. While observing the strict protocols for data exchange and storage that we’ve agreed together
3. Tailored
We work closely with internal stakeholders to optimise your reporting process.
So we deliver your branded client reporting to suit key stakeholders in your business and your retail clients’ needs. You can add multiple performance or market commentary scripts. In short, you can choose 100% personalisation for 100% of your clients.
4. Delivered
ClearCapture allows you to deliver to multiple channels, in any format, to any device. You can simultaneously back-up your current system or feed to your client portal.