Maintain control; increase process efficiency; protect your IP; and easily produce accurate, on-brand and verified documents.
Keep your document management production, review, verification and publication in one central system.
Keep track of every step in the process and mitigate risk. Produce clear evidence of who authored the content; who approved it; what was said; and why.
If the Objective Keystone system was taken away from me tomorrow, I would probably resign. I've been working on disclosure documents within the industry for over 2 decades and this system is one which has absolutely transformed our business.
Matthew Jose
Head of Product Management, HUB24
Remove the nightmare and danger of versioning
Eliminate the time and worry of consolidating multiple individual pieces of feedback. One master document means stakeholders and contributors are always working on the latest information.
Eliminate duplication
Common content can be defined centrally, verified in isolation from a product roll and maintained in the Smart Clause Bank. Changes are instantly cascaded across all relevant disclosure documents.
Bring together siloed departments
Create efficiencies with a 360-degree view of a document in the product roll lifecycle. Multiple contributors work simultaneously on the latest product disclosure content.
Automate review triggers for every product roll
Set automated review trigger points aligned to your product roll schedule. When a new product cycle begins, the right teams are instantly notified to review, update, and approve disclosure documents.
Automation speeds up internal or external review
Assign specific sections to internal or external 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 linked directly to the relevant document section. Any other supporting commentary or substantiation evidence 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 with various proof points.
De-couple the design and branding of documents from the content approval process
Focus on the content and not the branding. Pull verified source content from content libraries into your documents; and remove the risk of duplicated, inconsistent content or using old versions.
Instant publish and automated document formatting
You're in control of last-minute changes. Republish instantly without an internal or external typesetter, graphic designer or publisher. Tables of contents, page numbers, and styles update without affecting the underlying layout.
Effortless brand management and customisation
Automatically re-purpose core content across multiple product family variants, sub-brands and bespoke client offerings. The only variation in the output is branding, badging, product fees and performance data.
This product includes existing user experience functionalities and behaviours. Evolved user interface will be available in the future.
Control content in a single master document. Supported by review and approval process automation and content reuse.
Full audit and tracking of every document ensures all decisions can be traced 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 HTML documents. Verified content is directly sourced and automatically incorporated.
Reduce your document governance process time by at least 40%
Specifically designed for document production and governance.
Re-usable content improves productivity. Minimising inconsistencies, errors and stakeholder fatigue.
Produce a Verification Certificate to substantiate your due diligence process has been completed. Use it for internal or external auditing.
Whether you have one or one hundred brands, our publishing software is here for your print, download and HTML content.
With built-in governance, every single edit, review and approval is recorded.
Management dashboards show which phase you’re at in your process lifecycle.
Easily bring external parties into your document lifecycle so you can track and evidence every stakeholder's input.
Using Objective Keystone we can now do fee uploads via Excel. Within 5 minutes those fees are cascaded across 20 different documents.
William Gerges
Manager, Disclosure
Watch VideoCASE STUDY
HUB24 is ensuring better financial futures with document process transformation using Objective Keystone.
WATCH VIDEOSOLUTION BRIEF
Improve efficiency and deliver governance to the process of drafting, verifying and publishing disclosure documents.
DOWNLOADSECURITY POSITION
Discover how Objective Keystone addresses each of the core tenets of information security; Confidentiality, Integrity and Availability.
DOWNLOADDiscover where your processes fit within industry best-practice. Use these insights to build a case for change in your document management process.
