Dynamic Research Reporting
Expediting Delivery of Investment Research through Multi-channel Communications
Your clients are hungry for financial analysis and information to support more informed investment decisions. Providing them with the relevant and timely investment research reports, investment facts, and expert opinions they need is imperative to your success. And in today’s market, PDFs and Web sites aren’t enough — you must communicate with your clients through smart phones, tablets, social media, and other new channels.
Delivering the right insight to the right client at the right time allows you to shape the customer experience and build professional and loyal relationships. Keeping up with expanding communications channels is a business vital to your success — but these activities take time, money, and resources.
- How do you support existing communications channels, and new ones, such as the iPad and Twitter, without duplicating systems, increasing staff levels or adding significant cost?
- How do you avoid new tools or technologies that require long implementation cycles and costly retraining of staff to achieve the goal of reduced or eliminated manual processes?
- How do you address these questions while meeting all compliance and regulatory requirements for reporting financial research?
IBM and Quark Solution
Dynamic Research Reporting facilitates the rapid creation of personalised research reports, as well as their delivery to multiple channels. This helps financial services firms retain their competitive edge, drive more transactions, and increase customer satisfaction.
The solution pulls together a variety of components that streamline the process of creating and publishing investment analysis. Research analysts can access, aggregate, and evaluate new business insights with IBM Case Manager, and then write opinions and analysis using Quark XML Author, an add-in to Microsoft Word. Using Quark Publishing System, these information components can be automatically assembled to quickly produce personalised communications for multi-channel output (print, Web, tablets, and other digital devices).
In addition, the solution 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. It also integrates social media tools into the Word interface so analysts can engage clients through social media from a single tool.
Reduce Cost and Accelerate Time-to-Market
Because analysts can easily create and publish content in the already-familiar Microsoft Word environment, gains in productivity are enormous. Authoring and reviewing time is cut by up to 20 percent, meaning you can achieve new levels of efficiency without increasing staff. Automated processes reduce the time spent adapting materials for cross-media publishing by up to 80 percent. Standardised templates also reduce IT overhead and training costs.
Dynamic Research Reporting also reduces compliance risk by helping financial institutions to meet regulatory requirements, while minimizing administrative burdens. You can require and track approvals for specific actions and record all interaction and activity related to each customer so your organisation has comprehensive compliance documentation.