How Does Content Management Fit in the
Financial Services Industry?
Content management plays a pivotal role in the financial services industry, particularly in areas like compliance and risk management. Given the constant expansion of the types and volume of content that financial institutions must manage and safeguard, having a centralized organization and control system becomes vital. This centralization facilitates highly structured and automated workflows for maximum efficiency while also allowing institutions to safely maintain a single source of truth.
Furthermore, the complexity of today’s financial landscape demands an omnichannel reach to engage consumers where they are with the latest, richest content. QPP NextGen facilitates this by providing an interconnected platform that ensures uniformity across various customer touchpoints. By offering a seamless experience, financial institutions can build trust, enhance client relationships, and adapt to ever-changing regulatory environments. In an industry where precision, compliance, speed, and efficiency are key, content management for financial services stands as a critical component for success and growth.
We Deliver Powerful Capabilities To Enhance Your Approach to Content Management for Financial Services
When your financial organization needs to manage, protect, and leverage its content with a high level of quality and care, QPP NextGen delivers with a bevy of dynamic capabilities for content management, including:
Modularized and structured XML content components, which allow your team to quickly utilize approved content components to author new omnichannel content, including fund marketing summaries, asset management reports, investment reports, standard operating procedures (SOPs), and compliance documentation. When a core content component needs to be updated, that update can be simultaneously applied across thousands of data sources and documents.
Unified storage and management of content within a single source-of-truth. Our component content management system (CCMS) houses every single document, image, graph, code snippet, or any other form of content in one place – with seamless Microsoft Office 365 integration – to facilitate easy access, automated workflows, and speedy publication.
A Google-like search engine that leverages metadata and AI-backed recommendations to tag, aggregate, and find the most relevant assets across a variety of topics, categories, and collections.
Robust security controls and permissions-based access, which help your team stay compliant while ensuring that only the right people can access sensitive client information. Detailed version histories and change-tracking also help your team stay prepared for any necessary auditing activities.
Easy integration with your preferred authoring tool. Use our low-code/no-code plugin for Microsoft Word or work from our browser-based tool at your convenience.