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Financial Services Demo

Dynamic Research Reporting

Quark Enterprise Solutions for Dynamic Research Reporting helps your financial institution deliver the right information to the right client at the right time, allowing you to shape your customer's experience. Providing them relevant and timely investment research reports, investment facts, and expert opinions while reducing publishing costs is imperative to your success.

Expediting Delivery of Investment Research through Multi-channel Communications

Your clients are hungry for financial analysis and information to support more informed investment decisions. Quark Publishing Platform provides you the ability to communicate with your clients across channels, including smart phones, tablets, and social media.

Solution highlights:

  • Cross-media Publishing
    Support existing communication channels, as well as new ones, such as the iPad and Twitter, without duplicating systems, increasing staff levels or adding significant cost.
  • Content Creation
    Research analysts can easily create reusable, or structured, content using the familiar Microsoft Word software without having to spend time worrying about the formatting.
  • Workflow and Compliance
    Quark Publishing Platform reduces compliance risks by helping financial institutions meet regulatory requirements, require and track approvals for specific actions, and record all interaction and activity related to each customer so your organization has comprehensive compliance documentation.
  • Quark Dynamic Research Reporting Solution Architecture
  • Partnership with IBM Enterprise Content Manager (ECM)
    Quark Publishing Platform integrates with IBM FileNet Content Manager to provide a single repository and archive for all research communications and assets — increasing the consistency and accuracy of research information and mitigating compliance risks.

Quark Enterprise Solutions for Dynamic Research Reporting facilitates the rapid creation of personalised research reports and the delivery of that content to multiple channels. This helps you retain a competitive edge, drive more transactions, and increase customer satisfaction.

Download Free WhitepaperInvestment Reporting in the Digital Age: The Case for Dynamic Publishing

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"The emergence of social media has changed the way in which people communicate with each other and companies interact with clients."

— Andy Saperstein, Morgan Stanley Smith Barney,
U.S. wealth
management boss

The Dynamic Publisher