Customer Self-Service Reporting Solutions


Drive Customer Retention and Growth with Competitive Online Channel Reporting


Actuate's interactive online account reporting and performance analysis tools provide customers - consumers and businesses alike - high-value account management tools within online self-service channels.

By presenting all of a customer's information across all accounts and relationships in a single, easily accessed place with interactive account information management, enhanced online channel reporting adds tremendous value to the customer relationship.

Featured Whitepapers

Actuate Collaborative Reporting Whitepaper Actuate Collaborative Reporting
Enabling a broad community of users
to participate in process improvement;
improving responsiveness and
lowering cost.

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Actuate and IBM Wealth Management Whitepaper
Actuate and IBM Next Generation
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Exceeding expectations through
Dynamic Client Reporting

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Next Generation Interactive Reporting and Analysis Tools

As customers become more web-savvy, they expect online services to be more personalized and powerful-and they are taking their business to firms that deliver this experience.

It's not enough to offer monthly online statements and daily account summaries anymore. Today's users expect a lot more, including:

  • Multiple accounts graphically presented in a unified view
  • Interactive graphics that they can manipulate
  • On-demand report creation and customization
  • Real-time statements and account summaries with up-to-the-moment timeliness and accuracy
  • Drill-down reports that show the details and documents behind the numbers
  • Spreadsheet reports that they can analyze and modify in Excel
  • A choice of delivery methods including web, email, fax, wireless, text messaging and print
  • A rich-internet, Web 2.0 experience

Leading Enterprise Reporting Platform for Customer Self-Service Reporting Applications

Customer Self-Service Reporting Applications built on Actuate distribute personalized, daily, and on-demand business information reports to the extended distribution and service channel. These Enterprise Reporting Applications:

  • Integrate data from multiple transactional, customer and legacy systems in real-time
  • Scale to deliver dynamic and customizable report generation interfaces and presentation options to hundreds of thousands of users
  • Combine sophisticated analysis tools, including full-function spreadsheets for better account management

Measure and Manage to Your Goals

Customer Self-Service Reporting Applications help firms lower operational costs, drive customer retention and up-sell revenue, while maintaining a competitive edge.

Ensure a return on these efforts using advanced and intuitive management scorecarding applications from the Actuate PerformanceSoft suite. Understand and manage the relationships between operational activities and your customer self-service goals.

Recent / Selected Customers

  • Citibank
  • Deutsche Asset Management
  • HSBC
  • JP Morgan
  • Leading Global Telecom
  • Leading Energy Company
  • Lifeline
  • Legg Mason
  • Mellon
  • PNC Bank
  • Quixtar

 

View customer success stories

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