Financial Services & Insurance

Update, verify and publish disclosureproduct documents ... the easy way.

Roll Automation, content re-use and white labelling, data integration and one-click, on-brand publishing.

Rolling financial products is hard, and getting harder.

Product Managers endure increased workload, endless paper chases and numerous late nights to ensure disclosure information is accurate, up to date and verified.

Legal and Compliance perform endless reviews carefully ensuring that recently updated regulations across multiple regulatory authorities are appropriately incorporated.

Marketing brief their design agencies, web consultants and print shops and ready themselves for the frantic back and forth as the inevitable detail changes emerge, always at the last minute.

But there is an easier way.

Insurance, banking and wealth management companies often struggle to efficiently collaborate when creating and updating complex documents and intellectual property.

These include policy wording standards, regulated products, proposals and prospectus documents. There are many reasons for this.

With the increased focus on regulation and compliance, organisations are producing internal policy, procedures, operations and business standards documentation.

The commonly used software tools are not really suited to modern collaboration, making it difficult to manage and consolidate everybody’s input. Word documents get emailed around and no one knows if they have the latest version.

Ensuring compliance with internal and regulatory obligations requires endless reviews, verification, checking and rechecking.

Manual publishing processes add time, cost and risk, making it difficult and expensive to deliver high quality, consistent print documents, web and mobile content.

But there is an easier way.

 

Learn more

Transforming Digital Disclosure

Transforming Disclosure

Insight Paper

Innovative approaches to transforming the process of producing, verifying and publishing disclosure information.

Solution Brief - Transtorming Product Disclosure

Transforming Product Disclosure

Solution Brief

Improve efficiency and deliver governance to the process of authoring, verifying and publishing disclosure documents.

Executive Brief - Complianice with RG-97

Compliance with RG-97

Executive Brief

Is compliance with RG-97 an annoying distraction or a transformation opportunity?

Learn more

 

Financial services organisations ... must continuously innovate to improve process efficiency, cut costs and encourage internal fluidity by adopting advanced technology and frameworks.

Jens Lundgaard, The Digital Dawn in Banking (August 2015).

Effortlessly incorporate and maintain core Intellectual Property

Manage disclosure content

Reduce the pain associated with updating product disclosure information by utilising powerful, easy to use content authoring, versioning and sequencing tools.

Easily re-use content

Expedite time to market and improve the consistency of your organisation's communication by re-using verified common content across multiple products.

Work in a master shell

Reduce re-work and risk by using an innovative Master Shell approach where a single Master document, along with conditional content, serves up multiple product variants within product families.

Business integration

Automatically import market commentary, performance data and other externally held information directly from line of business systems, spreadsheets or external services.

Drastically reduce risk by building compliance into the process

Built-in compliance

Make sleepless nights a thing of the past by building your compliance obligations into the verification process.

Verification Certificates

Automatically generate verification certificates ready for signing and based on disclosure content and associated, automatically linked, proof statements.

Audit everything

Empower due diligence officers by providing complete visibility of all disclosure related activity.

Roll-independent common content verification

Reduce the cost and time taken to review and verify content common to multiple products, documents or assets by isolating it and subjecting it to a separate verification process - ideally prior to any given product roll.

Expedite time to market by streamlining the entire product roll process

Streamline product disclosure

Significantly reduce time to market and operational costs by adopting a technology-led transformation of the entire product disclosure process across the entire product portfolio .

Automated workflow

System notifications by email inform content authors, reviewers and approvers when they need to contribute to the product roll process, removing the need for a roll administrator and constant manual reminders.

Versioning down to the cell

Ensure complete traceability as to why a given paragraph was changed (and by who), or a value in a spreadsheet updated, thanks to full and complete versioning of documents, Sections, Paragraphs, Worksheets and Cells.

User centred design

All activity is performed through an interface specifically designed for and with typical stakeholders to ensure frictionless interactions, multi device accessibility and user delight.

Effortless brand management through White Labelling

Wholesale products

Easily enable wholesaling of products by producing unbranded disclosure content ready for automated branding as required.

Multi brand management

Deliver massive organisational efficiencies by enabling the application of multiple organisational branding to white labelled disclosure content.

Specific client branding

Deliver a value add service to your brokers, partners and client managers allowing them to brand disclosure information for the organisations they work with.

One-click, in-house publishing to Print Ready or Digital Disclosures

Separate content and design

De-couple the design and branding of print and digital collateral from the content verification process, improving efficiency and minimising risk.

Directly link output to source

Reduce the risk of publishing incorrect or inconsistent information by maintaining a single source of verified content and linking it with all the print and digital collateral it is used in.

Print-ready to digital disclosure

Easily produce print ready, downloadable or innovative digital disclosure artefacts for the web and mobile devices to support your organisation's customer engagement initiatives.

Last minute changes

Dramatically reduce the time taken to revise collateral based on roll updates or last minute content changes.

Effortlessly incorporate and maintain core Intellectual Property

Manage documentation content

Reduce the pain associated with updating product key company documents information by utilising powerful, easy to use content authoring, versioning and sequencing tools.

Easily re-use content

Expedite time to market and improve the consistency of your organisation's communication by re-using verified common content across multiple products.

Work in a master shell

Reduce re-work and risk by using an innovative Master Shell approach where a single Master document, along with conditional content, serves up multiple product variants within product families.

Business integration

Automatically import market commentary, performance data and other externally held information directly from line of business systems, spreadsheets or external services.

Drastically reduce risk by building compliance into the process

Built-in compliance

Make sleepless nights a thing of the past by building your compliance obligations into the verification process.

Verification Certificates

Automatically generate verification certificates ready for signing and based on key company document content and associated, automatically linked, supporting proof statements.

Audit everything

Empower due diligence officers by providing complete visibility of all key company document related activity.

Roll-independent common content verification

Reduce the cost and time taken to review and verify content common to multiple products, documents or assets by isolating it and subjecting it to a separate verification process .

Expedite time to market by streamlining the entire product process

Streamline product disclosure

Significantly reduce time to market and operational costs by adopting a technology-led transformation of the entire product process.

Automated workflow

System notifications by email inform content authors, reviewers and approvers when they need to contribute to the product roll process, removing the need for a roll administrator and constant manual reminders.

Versioning down to the cell

Ensure complete traceability as to why a given paragraph was changed (and by who), or a value in a spreadsheet updated, thanks to full and complete versioning of documents, Sections, Paragraphs, Worksheets and Cells.

User centred design

All activity is performed through an interface specifically designed for and with typical stakeholders to ensure frictionless interactions, multi device accessibility and user delight.

Effortless brand management through White Labelling

Wholesale products

Easily enable wholesaling of products by producing unbranded disclosure content ready for automated branding as required.

Multi brand management

Deliver massive organisational efficiencies by enabling the application of multiple organisational branding to white labelled disclosure content.

Specific client branding

Deliver a value add service to your brokers, partners and client managers allowing them to brand disclosure information for the organisations they work with.

One-click, in-house publishing to Print Ready Documents

Separate content and design

De-couple the design and branding of print and digital collateral from the content verification process, improving efficiency and minimising risk.

Directly link output to source

Reduce the risk of publishing incorrect or inconsistent information by maintaining a single source of verified content and linking it with all the print and digital collateral it is used in.

Print-ready to digital disclosure

Easily produce print ready, downloadable or innovative digital disclosure artefacts for the web and mobile devices to support your organisation's customer engagement initiatives.

Last minute changes

Dramatically reduce the time taken to revise collateral based on last minute content changes.

 

Digital technology has the potential to fuel new product offerings that ... can transform the customer experience, while keeping that risk officer from getting too nervous.

Steven J. Ramirez, Chief Executive Officer, Beyond The Arc in Three Fintech Innovation Trends to Watch, (22 October, 2015)

Digital Financial Disclosures

ASIC's recent guidance around Facilitating Digital Financial Disclosures offers an unprecedented opportunity for financial services organisations to transform the way they engage with customers using digital techniques and technologies.

The real benefit of Digital Disclosure lies not in simply delivering disclosure documents digitally by default but rather its potential to fundamentally transform the way product information and insight is delivered to customers in the context of an ongoing and personalised customer journey.

Digital Disclosure with Objective Keynote enables delivery of fully verified PDS content through innovative, pre-configured, on-brand digital channels in ways that inform, engage, empower and delight customers.

Fund and Client Reporting

Ensure reputational integrity and regulatory compliance within the tight timescales of reporting cycles, with a secure, easy to use, collaborative document production and publishing solution.

Automate much of the authoring, collation, process flow, authorisation and publication activities associated with fund and client reporting, significantly reducing the overhead associated with the production of monthly, quarterly and annual fund, client and key customer reporting.

Re-use authorised content, incorporate variable fields and utilise full white labelling allowing stakeholders to focus on strategic issues rather than the mechanics of the process.

Reduce risk and increase operational efficiency by automating the inclusion of key performance data and graphs sourced from Excel spreadsheets or on-premise line of business systems; as well as external analysts via web based services.

Business Integration

Increasingly, disclosure statement information is being sourced from multiple internal systems and external services. Such information might include customer journey data from an internal CCM system, fund performance data from an excel spreadsheet, or market commentary from an external service provider such as Bloomberg or Morningstar.

Automatically ingesting such information directly into disclosure collateral results in reduced risk of publishing inaccurate information and improves the efficiency of the product disclosure process.

 

... the key to improving the effectiveness of disclosures lies in taking advantage of technologies to engage with consumers in ways ... which take advantage of the technology's capabilities to deliver relevant and focused information.

Steven J. Ramirez, Chief Executive Officer, Beyond The Arc in Three Fintech Innovation Trends to Watch, (22 October, 2015)

If you dream it, we've usually done it

We offer deep domain knowledge and extensive experience in delivering solutions to the FSI market. We also bring a genuine desire to achieve the best outcomes for our customers.

Professional Services

Business analysis & system design, implementation & project management.

Information Governance > Process Governance > Implementation >

Managed Services

Outsource the management and administration of your solution to our expert consultants, so you can focus on your core business.

Managed Services >

Education

Full range of training options to equip your staff and maximise user adoption.

Education >

Support

Customers have direct access to technical and solution support, sales, professional services and management.

Technical Support >

Related Resources

Learn more about our products and solutions for Financial Services and Insurance.

Compliance with RG-97

Executive Brief
Objective Keystone

Transforming Product Disclosure - Insight Paper

Whitepaper
Objective Keystone

The Opportunity of RG 221 - Market Commentary

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Objective Keystone

Accelerating Speed to Market - FST Media

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Objective Keystone