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Financial Services & Insurance Solutions | Objective Corporation Australia Australia Americas Asia Pacific Europe New Zealand BLOG CAREERS CONTACT SUPPORT Menu Toggle navigation Industries Public Sector Central Government Local Government Healthcare Financial Services & Insurance Energy & Infrastructure Products Objective ECM Objective Inform Objective Perform Objective Connect Objective Keystone Objective Trapeze Objective Redact Services & Support Professional Services Managed Services Learning Hub Technical Support Events ResourcesWell-nighCareers Newsroom Investors Partners Contact Home Industries Public Sector Central Government Local Government Healthcare Financial Services & Insurance Energy & Infrastructure Products Objective ECM Objective Inform Objective Perform Objective Connect Objective Keystone Objective Trapeze Objective Redact Services & Support Professional Services Managed Services Learning Hub Technical Support Events ResourcesWell-nighCareers Newsroom Investors Partners Contact Contact Public Sector Paperless Office Ministerial Processing Cross-Agency Collaboration Central Government Local Government EDRMS Process Automation External Collaboration Licensing Collaborative Authoring Stakeholder Engagement Healthcare Financial Services & Insurance Energy & Infrastructure EXPEDITE TIME TO MARKET Reduce risk. Engage customers. Financial Services & Insurance Request increasingly information Re-thinking Disclosure Production Driving efficiencies in the squatter of regulatory transpiration How raising technology can reduce operational forfeit and risk of non-compliance while driving workforce productivity. Download the Report to learn more. SURVEY REPORT 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, uncounted paper chases and numerous late nights to ensure disclosure information is accurate, up to stage and verified. Legal and Compliance perform uncounted reviews thoughtfully ensuring that recently updated regulations wideness multiple regulatory authorities are thus incorporated. Marketing unenduring their diamond agencies, web consultants and print shops and ready themselves for the frantic when and withal as the inevitable detail changes emerge, unchangingly at the last minute. But there is an easier way. Insurance, financial and wealth management companies often struggle to efficiently interreact when creating and updating ramified 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 merchantry standards documentation. The wontedly used software tools are not really suited to modern collaboration, making it difficult to manage and consolidate everybody’s input. Word documents get emailed virtually and no one knows if they have the latest version. Ensuring compliance with internal and regulatory obligations requires uncounted reviews, verification, checking and rechecking.Transmissionpublishing processes add time, forfeit and risk, making it difficult and expensive to unhook upper quality, resulting print documents, web and mobile content. But there is an easier way.   Learn increasinglyUnvaryingRegulatoryTranspirationExecutiveUnenduringIs compliance with unvarying regulatory transpiration an worrying lark or a transformation opportunity? ExecutiveUnenduringTransforming Disclosure Production Insight Paper Innovative approaches to transforming the process of producing, verifying and publishing disclosure information. Insight Paper Delivering Efficiencies for Fund Managers SolutionUnenduringImprove efficiency and unhook governance to the process of authoring, verifying and publishing disclosure documents. SolutionUnenduringLearn increasingly Transforming Disclosure Insight Paper Innovative approaches to transforming the process of producing, verifying and publishing disclosure information. Insight Paper Compliance with PRIIPs ExecutiveUnenduringIs compliance with RG-97 an worrying lark or a transformation opportunity? ExecutiveUnenduring  Financial services organisations ... must continuously innovate to modernize process efficiency, cut financing and encourage internal fluidity by raising wide technology and frameworks. Jens Lundgaard, The Digital Dawn inFinancial(August 2015). Product Management Verification Process AutomationTrademarkManagement Publishing Effortlessly incorporate and maintain cadre 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 modernize the consistency of your organisation's liaison by re-using verified worldwide content wideness multiple products. Work in a master shell Reduce re-work and risk by using an innovative Master Shell tideway where a single Master document, withal with provisionary content, serves up multiple product variants within product families.Merchantryintegration Automatically import market commentary, performance data and other externally held information directly from line of merchantry systems, spreadsheets or external services. Drastically reduce risk by towers compliance into the process Built-in compliance Make sleepless nights a thing of the past by towers 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 well-constructed visibility of all disclosure related activity. Roll-independent worldwide content verification Reduce the forfeit and time taken to review and verify content worldwide to multiple products, documents or resources 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 unshortened product roll process Streamline product disclosure Significantly reduce time to market and operational financing by raising a technology-led transformation of the unshortened product disclosure process wideness the unshortened product portfolio .Streamlinedworkflow 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 zookeeper and unvarying transmission reminders. Versioning lanugo to the lamina Ensure well-constructed traceability as to why a given paragraph was reverted (and by who), or a value in a spreadsheet updated, thanks to full and well-constructed versioning of documents, Sections, Paragraphs, Worksheets and Cells. User centred diamond All worriedness is performed through an interface specifically designed for and with typical stakeholders to ensure frictionless interactions, multi device serviceability and user delight. Effortless trademark management through White Labelling Wholesale products Easily enable wholesaling of products by producing unbranded disclosure content ready for streamlined branding as required. Multi trademark managementUnhookmassive organisational efficiencies by enabling the using of multiple organisational branding to white labelled disclosure content. Specific vendee brandingUnhooka value add service to your brokers, partners and vendee managers permitting them to trademark disclosure information for the organisations they work with. One-click, in-house publishing to Print Ready or Digital Disclosures Separate content and diamond De-couple the diamond 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 consumer engagement initiatives. Last minute changes Dramatically reduce the time taken to revise collateral based on roll updates or last minute content changes. Product Management Attestation Process AutomationTrademarkManagement Publishing Effortlessly incorporate and maintain cadre Intellectual Property Manage documentation content Reduce the pain associated with updating product key visitor documents information by utilising powerful, easy to use content authoring, versioning and sequencing tools. Easily re-use content Expedite time to market and modernize the consistency of your organisation's liaison by re-using verified worldwide content wideness multiple products. Work in a master shell Reduce re-work and risk by using an innovative Master Shell tideway where a single Master document, withal with provisionary content, serves up multiple product variants within product families.Merchantryintegration Automatically import market commentary, performance data and other externally held information directly from line of merchantry systems, spreadsheets or external services. Drastically reduce risk by towers compliance into the process Built-in compliance Make sleepless nights a thing of the past by towers your compliance obligations into the verification process. Verification Certificates Automatically generate verification certificates ready for signing and based on key visitor document content and associated, automatically linked, supporting proof statements. Audit everything Empower due diligence officers by providing well-constructed visibility of all key visitor document related activity. Roll-independent worldwide content verification Reduce the forfeit and time taken to review and verify content worldwide to multiple products, documents or resources by isolating it and subjecting it to a separate verification process . Expedite time to market by streamlining the unshortened product process Streamline product disclosure Significantly reduce time to market and operational financing by raising a technology-led transformation of the unshortened product process.Streamlinedworkflow 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 zookeeper and unvarying transmission reminders. Versioning lanugo to the lamina Ensure well-constructed traceability as to why a given paragraph was reverted (and by who), or a value in a spreadsheet updated, thanks to full and well-constructed versioning of documents, Sections, Paragraphs, Worksheets and Cells. User centred diamond All worriedness is performed through an interface specifically designed for and with typical stakeholders to ensure frictionless interactions, multi device serviceability and user delight. Effortless trademark management through White Labelling Wholesale products Easily enable wholesaling of products by producing unbranded disclosure content ready for streamlined branding as required. Multi trademark managementUnhookmassive organisational efficiencies by enabling the using of multiple organisational branding to white labelled disclosure content. Specific vendee brandingUnhooka value add service to your brokers, partners and vendee managers permitting them to trademark disclosure information for the organisations they work with. One-click, in-house publishing to Print Ready Documents Separate content and diamond De-couple the diamond 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 consumer 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 consumer 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 virtually 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 goody 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 consumer journey. Digital Disclosure with Objective Keynote enables wordage of fully verified PDS content through innovative, pre-configured, on-brand digital channels in ways that inform, engage, empower and welter customers. Fund andVendeeReporting 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 vendee reporting, significantly reducing the overhead associated with the production of monthly, quarterly and yearly fund, vendee and key consumer reporting. Re-use authorised content, incorporate variable fields and utilise full white labelling permitting 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 merchantry systems; as well as external analysts via web based services.MerchantryIntegration Increasingly, disclosure statement information is stuff sourced from multiple internal systems and external services. Such information might include consumer 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.   Supporting Industry Innovation Proudly a foundation member of the Australian RegTech Association. Working together to build higher performing, upstanding and compliant merchantry through RegTech innovation and investment. LEARN MORE ABOUT REGTECH   ... the key to improving the effectiveness of disclosures lies in taking wholesomeness of technologies to engage with consumers in ways ... which take wholesomeness of the technology's capabilities to unhook 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 washed-up it We offer deep domain knowledge and wide-stretching wits in delivering solutions to the FSI market. We moreover bring a genuine desire to unzip the weightier outcomes for our customers. Professional ServicesMerchantryanalysis & system design, implementation & project management. Information Governance › Process Governance › Implementation › Managed Services Outsource the management and wardship of your solution to our expert consultants, so you can focus on your cadre business. Managed Services › Education Full range of training options to equip your staff and maximise user adoption. Education › Support Customers have uncontrived wangle to technical and solution support, sales, professional services and management. Technical Support › Related Resources Learn increasingly well-nigh our products and solutions for Financial Services and Insurance. Rethinking Disclosure Production Whitepaper Objective Keystone Transforming Product Disclosure SolutionUnenduringObjective KeystoneUnvaryingRegulatoryTranspiration- easing the pain of the PDS roll ExecutiveUnenduringObjective Keystone Transforming Product Disclosure - Insight Paper Whitepaper Objective Keystone       Contact Us Terms of Use Privacy Policy Copyright © 2018 Objective Corporation Limited We use cookies to ensure that we requite you the weightier wits on our website. Learn increasingly Got it Questions? Feedback? powered by Olark live yack software