Liberum Selects Quark Investment Research Reporting Solution for Advanced Digital Customer Communications
London, UK - 08.07.2014 - Quark Software Inc. announced today that investment bank Liberum has selected the Quark Investment Research Reporting Solution. The solution will enable research analysts to create content in a single source that can be instantly and automatically optimised and published to their institutional clients across multiple channels including mobile, Web, tablets and smartphones, PDF and HTML5.
Liberum is a leading institutional investment bank known for high quality pan-European equity research. The firm wanted to provide clients with a more convenient and engaging research experience and needed an authoring and digital publishing solution to deliver it. Liberum believes the ideal solution will allow their team of analysts to create content in Microsoft Word, including Excel models, graphs, multi-media and external data feeds. The solution will automatically break the content into component sections that can be presented to consumers when, where and how they desire.
After evaluating a number of solutions, including building a proprietary solution internally, Liberum selected Quark based on the team’s proven and configurable out-of-the box solution, front-end Web and mobile design skills and growing expertise in the investment research market. More about the Quark Investment Research Reporting Solution can be found here: www.quark.com/finance.
‘Our goal is to create the very best investment research experience for our clients who are some of the world’s leading asset managers,’ says Liberum CEO Simon Stilwell. ‘We know they are often frustrated by the way ideas from investment banks are communicated whether that’s because they’re undifferentiated, don’t get quickly to the point, or are not convenient to consume. Our aim is to communicate our best ideas and insight in a personalised way that suits our clients in their busy day.’
Liberum will deliver research via the Web and mobile devices, making it easily searchable and readable, enabling their clients to ‘get to the point’ by no longer having to scan through monolithic, static PDFs to find the information they need.
‘Quark Enterprise Solutions will enable us to introduce interactivity, searchability, personalisation, video, audio and other functionality into our content all with the purpose of enriching the process of information consumption,’ said Stilwell.
The collaborative workflow, analytics and dashboard capabilities offered by the Quark Investment Research Reporting Solution automate compliance requirements and eliminate many time-consuming review and approval inefficiencies, thus speeding time-to-market. Over time Liberum will use analytics to develop the product and deliver even greater personalised experiences. These insights can also drive traditional channels such as PDF and industry aggregators.
‘Information consumers today demand relevant, engaging and timely content in their preferred format and on their device of choice. Liberum’s requirements and their forward-looking plans made for a perfect fit with Quark Enterprise Solutions for investment research reporting. We are excited to partner with Liberum as their team continues to drive innovation in the financial services industry,’ said Lawrence Paterson, Financial Services Manager, Quark Software Inc.
Liberum is an independently-owned pan European investment bank. The firm’s core activities are research, sales and trading in large, mid and small cap pan-European equities, as well as investment banking and advisory services including IPOs, secondary issues and mergers and acquisitions.
About Quark Software
- Liberum’s team of 35 research analysts cover more than 300 European stocks across 16 sectors, representing 80% of the FTSE 100 and 50% of the FTSE 250
- The firm is broker to 67 listed companies across 15 sectors. YTD in 2014 Liberum has raised £1.2bn for its corporate clients; with syndicates it has raised £12.3bn in the past six years
- The firm was established in 2007, and employs 160 people in London and New York
- Further information is available at www.liberum.com
Quark’s software enables organisations of all sizes to meet customer demand for engaging, relevant communications when, where and how they want them. Our solutions combine the power of XML with flexible layout and design to automate the delivery of customer communications to print, Web, and interactive experiences on the latest digital devices. Financial services firms, manufacturers, and governments around the world rely on Quark solutions to elevate customer communications to new levels, reduce time to market, and lower costs.
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