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Customer Communications Management (CCM)
A CCM solution is a system used for automatic generation of documents to communicate with external parties (insured, regulators, agents, policyholders, prospects). Functions include the delivery, storage and retrieval of outbound communications, including those for marketing, new product introductions, renewal notifications, claims correspondence and documentation, and bill and payment notifications.
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Customer Relationship Management (CRM ) Systems
A CRM system is designed to manage, track, and record customer interactions. They typically include features and functionality to support lead management, campaign management and contact management. The CRM typically serves as the central repository for storing contact information for an account holder, policyholder, agent/financial advisor, vendor, or other entity. CRM solutions are used heavily by marketing and sales departments to manage marketing campaigns, but they also can be used for client on-boarding, KYC, relationship management, client account operations, portfolio and performance operations.
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eSignatures Software
An electronic signature, or e-signature, solution is used to allow an approved party to sign a document in electronic form and is logically associated with other digital data on the form. E-signature software frequently integrates with associated modules or systems including illustration, eApplication, new business and underwriting, document management, client communication, and policy administration.
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Reconciliation Systems
Reconciliation systems and solutions listed in our vendor directory. Use the research platform as a guide to analyse and compare software functionality supporting trade, positions and cash reconciliations for banking, investment managers and capital markets.
CELENT CAN HELP YOU FIND AND EVALUATE ENTERPRISE SYSTEMS.
Celent Digital Services is a web-based vendor research platform, transforming vendor sourcing and due diligence. Our unique, collaborative approach to vendor research, where vendors respond centrally to surveys and share this information on a multi-lateral basis, creates a hub of vendor due diligence data supporting the most comprehensive vendor research facility available to the financial community. Celent Digital Services provides real-time research with data updated at the point of use, greater accuracy and depth of information, improved usability with tools to analyse the data and because its online, easier access anytime of the day. Our multi-lateral approach to data sharing means it’s more efficient for vendors and financial institutions to request and share vendor due diligence and evaluation information.