Financial Services
Are you a fund manager looking for a way to drive more business and greater awareness of your funds through smartphones and the iPad or other tablets? Or are you an investment research firm under pressure to productize research and opinions in new ways so you can quickly deliver accurate, personalized investment research reports to your clients on digital devices?
If so, Quark’s dynamic publishing platform can help you easily author content for fund fact sheets or research reports with interactive charts and tables, audio and video, and other real-time content that can be automatically published to not just print and the Web but also to smart phones and tablets — helping you to improve client engagements, gain a competitive edge, and drive more revenues.
Investment Research Reporting for the Digital Age
Quark’s dynamic publishing solution for research reporting is a set of software modules that helps investment research firms deliver personalized, interactive, up-to-the-minute research opinions and advice to iPads, smart phones, and traditional output formats, giving you an immediate way to engage a broader client base and drive revenues.
It provides:
- Advanced authoring capabilities for Microsoft Word that research analysts can use to create, import, evaluate, and personalize content
- Integration of text, tables, charts, real-time financial information, videos, podcasts, and other multimedia content
- Easy integration with third-party services, social media tools, and customers’ existing IT infrastructures
- A seamless solution with IBM FileNet Content Manger, IBM Case Manager, and IBM Analytics Manager presented in Dynamic Research Reporting
- Automated checks to ensure regulatory compliance
- Automated assembly of reports and instant publishing to print, Web, and digital media
Watch a demo to see how your analysts can easily author reports and opinions with up-to-the-minute, personalized information using automated compliance checks, then deliver them to print, the Web, and the iPad instantaneously.
Go Digital – Offer Interactive Fund Fact Sheets
Dynamic publishing platform from Quark helps fund management companies produce content for their fund fact sheets and associated marketing material for all media types — including smartphones and tablets such as the iPad — so they can engage their customers and prospective customers more effectively using all of the channels at their disposal.
Key Capabilities:
- Lets fund managers create smart, reusable content using an add-in to Microsoft Word
- Lets staff integrate audio, video, boilerplate content, and other interactive elements into their fund fact sheet layouts
- Lets designers develop distinctive, professionally designed templates into which staff can automatically merge content from data repositories with authored narrative and multimedia content
- Lets you manage all publishing assets for all output types in a single publishing system
- Automates routine tasks instead of performing them manually
- Automates publishing to multiple channels, including print, Web, e-mail, and digital devices
By integrating digital delivery of your fund fact sheets into your publishing process, your clients can easily track your funds’ performance on their smartphones and tablets — and you can broaden awareness of your funds to drive new business.