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Client Management (ACM)

Empower your financial advisors and relationship managers with a 360-degree view of client interactions. SoluSoft ACM streamlines onboarding, compliance, and client lifecycle management.

💼 360° Client View
⚖️ Compliance
📝 Onboarding
📊 Analytics
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Industry Context

Overcoming Typical
Industry Challenges

Manual processes, customer retention, and underwriter effectiveness are significant hurdles in today's landscape. Organizations must address claims cycle times, risk mitigation, and regulatory compliance to remain competitive.

"Organizations that take advantage of modern tools to streamline critical LOB processes will be industry leaders for years to come."

The ACM Framework

The ACM application leverages a framework built on OpenText Process Suite technologies—integrating entity, case, content, and process management.

  • 🌐
    360º VisibilityUnified view of customers, brokers, and correspondence.
  • 🚀
    Fast-Start ImplementationPre-built modules for Insurance and Banking.
  • 🛠️
    Low-Code IntegrationExtend existing systems via OpenText Analytics.
All-in-One Solution

Single Framework For Multiple Solutions

⚙️

Process & Workflow

  • • Straight Through Processing
  • • Configurable Process Design
  • • Generic Workflow
  • • Work Distribution (Pick/Release)
  • • Route & Escalation Logic
  • • SLA & Email Notifications
📂

Case Lifecycle

  • • Create & Reopen Case
  • • Case Relationships & Checklists
  • • Pend / Auto Match / Unpend
  • • Timeline & Breadcrumb View
  • • Case Notes & Secondary Requests
  • • Resolved Case Archiving
📝

Tasks & Interactions

  • • Add Phone Call, Email, Task
  • • Reassign Case Activities
  • • Adhoc Tasks & Processes
  • • Queue's & Custom Lists
  • • Multilevel Approval Workflow
  • • Sampling & Audit Tracks
☁️

Content & Capture

  • • Capture Broker Integration
  • • Indexing & Re-indexing
  • • Document Checklists
  • • Enterprise Content Management
  • • Letter Generation Engine
  • • Search & Reporting Module
👥

Account & Access

  • • Manage Clients / Agents / Company
  • • Manage Master & Work Contacts
  • • Role-Based Personas
  • • Access via Browser & Mobile
  • • Favourites & Recent Items
  • • Custom UI Layouts
📊

Intelligence

  • • Executive Dashboards
  • • Real-time Process Reports
  • • Integration to 3rd Party Systems
  • • Multi-level Data Mapping
  • • Automated Business Rules
  • • System-wide Audit Logs
Strategic Value

Key Business Benefits

📈

Revenue & Growth

  • Increase Revenues
  • Faster Time To Market
  • Provide Innovative Product
⚡

Operational Excellence

  • Increase Efficiency
  • Significant Cost Reduction
  • Rapid Application Development
🤝

Relationship & Trust

  • Improve Customer/Agent Relationship
  • Increase Customer Satisfaction
  • Meet Regulatory Compliance

Application Preview

Dashboard
Process
Archive
Analytics