Coverage of the entire agenda of a pension company
The CPS pension system covers the entire agenda of small and large pension companies. It was created by specialists with ten years’ experience, who wanted to significantly automate and simplify the daily agenda of a pensions company. The system is fully automatic, but allows for user interventions to make corrections and changes during processing.
The system comprises several modules that both cooperate with each other and communicate interactively with surrounding systems satisfying daily needs, such as banks, mail, electronic communication, DWH, CRM, MF, DMS, and mass printing.
For instance, the system covers everything from the automatic reading of statements and crediting contributions to a subscriber account, via the investment strategy chosen and investment in the appropriate funds, all the way to informing the client of amounts accrued.