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.
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.
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.
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.
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