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DESIGN AND DISTRIBUTION OBLIGATIONS (DDO)

Produce accurate approved Target Market Determinations, in half the time.

Maintain control; increase process efficiency; and easily produce accurate and verified Target Market Determinations (TMDs).

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Manage stakeholders and disclosure documents for accuracy and verification

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.

What is collaborative authoring?

Discover how this cloud-based collaborative authoring solution allows
multiple team members to work on the same document at the same time.

A single, secure and fully audited system

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A single, secure and fully audited system

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.

Keystone Verifications

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Keystone Verifications

Verification Records show evidence of who did what, when and who approved it. Perfect for records managers, regulators and accountable executives.

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.

Governance, risk and compliance management

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Governance, risk and compliance management

Audit and track of every change and action. Trace decisions back to the individual. Maintain proof of verification in associated content

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.

Beautiful, multi-channel, on-brand, verified determination collateral

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Beautiful, multi-channel, on-brand, verified determination collateral

Publish your web ready verified Target Market Determinations (TMDs) at the push of a button

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.


Purpose-built automation replaces manual project management

Purpose-built automation replaces manual project management

Free up stakeholders to focus on content, compliance and publishing.

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For Product Managers

Control content in a single master shell. Supported by process automation as well as cross portfolio common content specification approval and re-use.

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For Risk & Governance Officers

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.

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For Marketing Teams

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.

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Author

Multi-authoring of a single source of the truth revolutionises how you think about your documents.

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Approve

Easily produce a Verification Certificate for your Due Diligence Committee or an internal sign-off.

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Publish

Whether you have one or one hundred brands, our publishing system is here for your print, download and online content.

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Comply

Manage content changes proactively or rely on version control; either way the complete authoring lifecycle is recorded.

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Manage

Management dashboards show where you’re at in your product rolls and business as usual disclosure changes.

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Consult

Easily bring external parties into your document lifecycle so you can track and evidence every stakeholder's input.

Explore All Features

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)

Further Reading

Begin your journey to automated disclosure management today.

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SURVEY REPORT

Re-thinking Disclosure Production

How adopting technology can reduce operational cost and risk of non-compliance while driving workforce productivity.

READ REPORT
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INSIGHT PAPER

Transforming Disclosure Production

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

READ PAPER
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EXECUTIVE BRIEF

Constant Regulatory Change

Is compliance with constant regulatory change an annoying distraction or a transformation opportunity?

READ BRIEF
Img resource thumb solution brief efficiencies for fund managers

SOLUTION BRIEF

Delivering Efficiencies for Fund Managers

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

READ BRIEF

Easily produce accurate disclosure collateral, in less than half the time

Discover where your processes fit within industry best-practice. Use these insights to build a case for change.

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