The Content Hub simplifies discovery, distribution, and engagement tracking. Schedule deliveries based on client preferences and send content in batches or ad hoc via email. Add the Client Portal module to provide your most important clients with a direct line to their investment content.
Content Library A single location for sales, client and internal content
What good is your content if your sales and client teams can’t find it? Automatically organize all your content in one location and ensure your team always finds only the latest and approved content.
AI-powered search The right content, right now
Different vendors for different content types leave you searching multiple locations for the documents you need. Sales and client teams spend more time looking for content instead of using content to grow AUM. In Assette, you find all your content in a single place with AI-powered search and advanced filters.
Content Plans let marketing curate a better client experience
Specify what content should be sent, to whom, when, and how. Set-it-and-forget-it with Assette software generating and delivering your content, subject to your approval—both smart content generated in Assette and fixed content produced outside of Assette are covered.
CRM integration ensures every contact is current
Keep recipient data only in your CRM and avoid duplicating data in multiple systems. Assette interfaces with your CRM on-the-fly, retrieving recipient data for content sharing and writing engagement activity back to your system.
360° analytic insights elevate your content strategy
Engagement Analytics
Track client and consultant interactions with your content. Use Assette Links or Client Portal to see how long clients spend on each page, providing insights into valued content.
Usage Analytics
Monitor how sellers and client service personnel use content. Marketers can see the most used content and sharing methods, enabling continuous enhancement.
Client Portal – connect your clients to your content
With Assette, there is no need to implement yet another solution for your clients to access their reports
and data, 24×7. Assette’s client portal module is a secure and controlled view of the same data and content
used by your sales and client service. Extend your documents and data to clients and consultants to
increase trust and transparency.
Avoid login friction
With Assette powering your client portal, users can login using their Microsoft, Apple or Google credentials eliminating the need to remember yet another password.
Dashboards – leverage the same stack for internal information delivery
Provide sellers and client service with user-friendly digital dashboards so they have the big picture about products you offer. Marketing creates dashboards covering areas such as products, people and AUM with internal users having the ability to further customize, if permitted. Additionally, data driving the visuals can be downloaded for further analysis.
Ask Assette – investment answers, powered by AI
Ask questions about your firm, products and people and receive answers instantly instead of hunting around for information. Ask Assette indexes your sales content, whether smart content generated in Assette or fixed content produced in other systems. AssetteAI, the engine behind the tool, uses OpenAI to both understand your questions and generate answers, while maintaining data privacy and security.