Overview

ePresentTM is a completely secure, interactive, online electronic document management and delivery system that allows a financial institution to quickly and efficiently deliver statements, trade confirmations and any other documents via the web. Built on a robust platform, ePresent can be integrated directly with a firm's back-office or existing print source, allowing for seamless statement and confirm delivery as well as providing advisors and support staff with the ability to deliver single documents to specific clients on the fly. Facilitating collaboration on the same document simultaneously, ePresent allows clients to interact with their financial advisors in an online setting, strengthening the advisor / client relationship and anchoring clients to the financial institution.

At the heart of ePresent is a powerful suite of Web-based tools. These management tools allow a financial institution to manage, monitor and control their interaction with their customer. With this application, institutions can automate document delivery, customize marketing messages, track and report customer activity and segment groups for target marketing campaigns. The electronic images are identical to those paper documents rendered by SunGard Output Solutions and available immediately to customer service personnel for customer queries.

ePresent provides end-user clients with:

 *Instant notification of document delivery
 *Convenient access to documents
 *Private and secure storage of important personal and business information
 *Documents stored behind a firewall

Collaboration tools to strengthen the relationship with their advisor

A reason to keep coming back to the financial institution's Web site, helping drive traffic and facilitate cross-selling

Benefits:

To the Financial Institution:

 *Significant cost reduction
 *Increased frequency of visits and adoption of web offering
 *Branding extended to client desktop
 *High client retention
 *Automatic document delivery of any type of documents
 *Documents secured behind a firewall
 *One id/password if you have a secure site

To the Account Manager:

 *Maintain client intimacy while improving production efficiency
 *Brings Account Manager into communications loop between client and Financial Institution
 *Drag and Drop document delivery to selected clients
 *Notifications sent back to Account Manager

To the Client:

 *Instant notification of document delivery
 *Instant access to documents
 *Convenient, organized and easy access
 *Private and secure eStorage of important personal & business information

Vendor Site:- Sungard