When we developed the SV PortfolioNavigator, our main focus was on our distribution partners. Thanks to the cooperation with cleversoft, we were able to create an online platform that meets the needs of the sales force in an efficient and user-friendly way.
Andreas Noll Group Head of Product Management Life, SparkassenVersicherung
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Bart Depaemelaere Head of Product & Pricing, ERGO Belgium
The collaboration with cleversoft was exceptionally professional and efficient from the very beginning. We were particularly impressed by the quick and seamless integration of their solution into our existing processes, enabling us to effortlessly and fully automatically generate regulatory-compliant product information. Ensuring the smooth integration into our existing systems, their team’s support and expertise have been outstanding. We greatly value the high quality and reliability of cleversoft's services and look forward to continuing this successful partnership.
Florian Kayl COO Merck Finck Privatbankiers
cleversoft's KYC modules supported us in onboarding of new customers. We benefit from easy and quick first KYC checks, automated daily and monthly checks as well as constant monitoring of existing customers.
Claudio Hubmann Compliance Officer, Wealth Management Zurich
cleversoft supports us in providing our customers and sales partners with holistic and transparent information on funds and investment solutions - from regulatory information in the context of PRIIP or SFDR to important information for sales practice in the FactsheetsLIVE service.
Dr Tobias Lorson Team Leader Saving and Retirement at Zurich Group Germany
Thanks to the regular exchange with Lisa Waldherr, we were very well informed about the new regulations and cleversoft's services. We were then quickly assigned a contact person for the project. Overall, we have a very good exchange with our contacts at cleversoft. The reporting of BUGs via the JIRA system works very well.
Patrick Schwab Product Management Officer, Nürnberger Lebensversicherung AG
With cleversoft, we have a reliable partner for many years who supports us in risk management in the implementation of Solvency II requirements. This includes the governance of our processes as well as the standardization and automation of these in all areas from quantitative requirements up to reporting.
Paul Buchner Head of Group Risk Management, UNIQA Insurance Group AG
cleversoft Forensics Detection uniquely uses machine learning when analyzing transactions; extremely reducing our false positive alerts even as we've increased total reviewed transactions. The company is spot on for us.
Jeroen Notmeijer CEO, Volkswagenbank NL
cleversoft's experience in managing AML projects of this kind was an overall success factor. From the start of the project, it took only 4 months to implement the configuration and launch the application. cleversoft made the changes in the shortest possible time and proved its ability to support Holland Casino Online quickly and according to their needs.
Koen Juffermans Policy Advisor Online Compliance, Holland Casino Online
