Customer Experience

A single data set serves across all channels - incorporating your design. This is how Cinnamon Reporting creates a consistent high-quality customer experience.

Benefits

Appealing design in the same layout for web and print

Flexible, dynamic and modular system for all requirements

Integration of your existing workflow management and all your data sources

Efficient Processes

Better customer experience and efficient processes

Your customers expect individual reports: thanks to efficient processes, you can produce customized reports.

Cinnamon offers a lean solution that can be seamlessly integrated into your existing IT infrastructure - trusted by a major Swiss bank and family offices.

New: ESG Risk and SDG Impact Reports

Assess the ESG risk of your portfolio and see if your investments are in line with the 17 Sustainable Development Goals (SDG).

Personal Advice

Together we will find out how Cinnamon can improve your client reporting.

Thomas Tscherrig, MSc Inf.-Ing. ETH, CIIA

Member of the Executive Board

Video Guides + Documentation

Discover our online video guides on various reporting features as well as our documentation: