Maintain control; increase process efficiency; and easily produce accurate and verified Target Market Determinations (TMDs).
The Design and Distribution Obligation regime is bringing one of the biggest new disclosure obligations to the financial services industry.
Keep your TMD production, review, verification and publication in one central system. Bring siloed departments and subject matter experts together to accurately provide content and variables. Efficiently and transparently manage content reviews, approvals and verifications.
Publish your Target Market Determinations ready for the web directly from our system. Keep track of every step in the process and mitigate risk by easily producing clear evidence of who authored content; who approved it; what was said; and why.
Bring together multiple siloed departments
Centralise the creation and management of disclosure documents for a 360-degree view of a document in the product role life cycle.
Manage TMD reviews faster with ‘Collaborative Authoring’
Allow multiple contributors to simultaneously work on a single source of the truth for your disclosure content.
Remove the nightmare and danger of versioning
Eliminate the time and worry of consolidating multiple individual pieces of feedback. You're always working on the right and latest set of information by keeping all contributors working in one master document.
Eliminate the need to independently monitor and update common content
Common content can be defined centrally, verified in isolation of a product roll and maintained in the Smart Clause Bank. Changes made are instantly cascaded across all relevant documents.
Decisions are traced back to individuals
All versions and proof of approval is maintained in a single source.
Content reuse
Allow you to author and approve once and use many times.
If verified content changes then the verification is broken
Feel confident that what has been approved by stakeholders is what is going on market. TMDs that contain content that is unverified will publish with a water mark “THIS DOCUMENT HAS UNVERIFIED CONTENT – NOT FOR PUBLIC DISTRIBUTION”
Content and sections can be assigned to specific groups for review and approval
Individual users can be assigned different content or sections for approval. Once this content has been approved it is locked down and no further changes can be made.
Collecting substantiation material for your approval is easy
Keystone Review notes allows content owners to add substantiation for their approval. Review notes will always stay attached to the specific piece of content.
Full audit history
Governance and record keeping made easy as every review is recorded so that you can demonstrate who approved it and when.
Multi-attestation
Different groups can have different attestations and attestation questions as part of the approval process.
Verification or Attestation certificates
You can publish a Verification or Attestation Certificate showing all content and who approved and when. This acts like a digital signature to track the final sign off for Risk and Compliance.
Automation speeds up internal review
Assign specific sections to stakeholders for review. Automatic email notifications flag action is required and ‘review notes’ can be attached to specific sections of content.
Verification and attestation certificates clearly show a (digital) paper trail
Automatically generated certificates link directly to the relevant section of a document. Any other supporting commentary associated with that section is included.
Audit, risk and compliance management
Full audit and tracking of every change and action ensures all decisions can be traced back to an individual and all proof is maintained with associated content.
De-couple the publishing from the content approval process
Pull verified source content into your collateral; and in doing so remove the human element of copying and pasting from verified content to final published outputs using old versions of content.
One-click publishing and automated document formatting
Based on a pre-configured publishing engine, using content sourced directly from a single information repository of verified content. Last minute changes to verified content are easily made and instantly updated across all relevant pieces of collateral.
Control content in a single master shell. Supported by process automation as well as cross portfolio common content specification approval and re-use.
Full audit and tracking of every system event ensures all decisions can be traced back to an individual. Proof is maintained with associated content. Content is versioned at the document, section and paragraph level.
Separately designed and managed on brand templates for print and web documents. Verified content is directly sourced and automatically incorporated.
Cut the time it takes to produce a TMD by up to 40%
Fit-for-purpose software specifically for disclosure production and management.
Multi-authoring of a single source of the truth revolutionises how you think about your documents.
Easily produce a Verification Certificate for your Due Diligence Committee or an internal sign-off.
Whether you have one or one hundred brands, our publishing system is here for your print, download and online content.
Manage content changes proactively or rely on version control; either way the complete authoring lifecycle is recorded.
Management dashboards show where you’re at in your product rolls and business as usual disclosure changes.
Easily bring external parties into your document lifecycle so you can track and evidence every stakeholder's input.
Financial services organisations ... must continuously innovate to improve process efficiency, cut costs and encourage internal fluidity by adopting advanced technology and frameworks.
Jens Lungard,
The Digital Dawn in Banking (August 2015)
SURVEY REPORT
How adopting technology can reduce operational cost and risk of non-compliance while driving workforce productivity.
READ REPORTINSIGHT PAPER
Innovative approaches to transforming the process of producing, verifying and publishing disclosure information.
READ PAPEREXECUTIVE BRIEF
Is compliance with constant regulatory change an annoying distraction or a transformation opportunity?
READ BRIEFSOLUTION BRIEF
Improve efficiency and deliver governance to the process of authoring, verifying and publishing disclosure documents.
READ BRIEFDiscover where your processes fit within industry best-practice. Use these insights to build a case for change.
