cleversoft

Core Banking Software

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A extensive platform designed for financial institutions, this solution streamlines compliance and advisory processes while ensuring adherence to evolving regulatory standards. Key features include automated reporting for various regulations, financial crime prevention tools, and a flexible architecture that caters to banks, insurers, asset managers, and pension funds, effectively addressing challenges related to regulatory compliance, risk management, and operational efficiency.

cleversoft can be found in Core Banking Software categories.

The most similar products to cleversoft are:

Cascade Verified profile Promoted → Haag-Kreiger Enterprise Verified profile Promoted → Eastnets → Compliance Alliance → Complii →

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cleversoft Main Features

• cleverKYC
  A solution that makes it easier to onboard customers and reduce fraud with a complete AML and CTF system.
• Factsheets
  A tool that automatically creates updated and interactive fund factsheets.
• ESG Reporting
  A complete solution for reporting on environmental, social, and governance issues.
• Supervisory Reporting
  Tools that help with reporting according to various regulations like CSRD and Solvency II.
• CSRD Reporting Service
  An automated service that helps with reporting needs under the Corporate Sustainability Reporting Directive.
• DORA Reporting Service
  A service that creates DORA Reports in a specific format called XBRL.
• SFDR Reporting Service
  A solution that helps companies follow the Sustainable Finance Disclosure Regulation in Europe.
• Transaction Monitoring
  A system that checks transactions after they happen to find any issues using rules and AI.
• IFRS 17 Reporting Service
  A service that supports different models for IFRS 17 reporting.
• Financial Crime Prevention
  Services that help stop financial crime before it happens.
• PRIIPs Compliance Services
  A complete package to help companies meet the rules for packaged retail and insurance-based products.
• Wealth Management Platform
  A service that helps financial institutions give investment advice while following all rules.
• Digital Advisory & Compliance
  Services that help prepare investment proposals and regulatory documents in a way that can be checked easily.
• Modular and Flexible Platform
  A platform that can be adjusted to fit the needs and budgets of banks, insurers, and asset management companies.
• Solvency II & UK Reporting Services
  Services that help companies meet Solvency II and UK regulations easily.
• Customer Relationship Management (CRM)
  A CRM system designed specifically for financial services.
• Fraud Prevention, AML and Risk-Management
  A system that helps find fraud and money laundering risks early using cloud technology.

cleversoft Benefits

• Real-time Updates
  It keeps users better about the latest regulatory changes, helping them stay compliant.
• Flexible Solutions
  It offers different tools that can be customized to fit the specific needs of each financial service.
• Automated Reporting
  It simplifies the process of creating reports, saving time and reducing mistakes.
• Document Management
  It allows for easy creation and storage of important documents, making them accessible when needed.
• Dynamic Fact Sheets
  It automatically creates attractive fact sheets, making information easy to understand for investors.
• Regulatory Compliance
  It helps banks and financial services follow rules easily, making sure they stay out of trouble.
• Financial Crime Prevention
  It helps detect and prevent fraud, keeping businesses and customers safe.
• Investor Relationship Management
  It keeps communication with investors clear and compliant, which builds trust.

Who should use cleversoft?

• Banks
  Banks can manage all their rules easily and stay compliant.
• Insurance
  Insurance companies can make their reports faster and simpler.
• Pension Funds
  Pension funds can handle compliance and reporting without stress.
• Risk Managers
  Risk managers can monitor and prevent financial crimes effectively.
• Asset Management
  Asset managers can keep their investor relationships in line with regulations.
• Financial Analysts
  Analysts can create reports quickly and easily.
• Compliance Officers
  Compliance officers can automate their tasks and save time.
• Small Financial Firms
  Smaller firms can find budget-friendly solutions to get started.
• Large Financial Institutions
  Big companies can get custom software to meet their specific needs.

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