How Does Publishing Fit in the Financial Services Industry?

Traditionally, content has been stored across multiple locations, formats, and channels, leading to a siloed approach that results in inefficiencies, inconsistencies, and potential losses in profitability. This fractured method often results in assets living in too many locations, tedious workflows that require manual copying and pasting, expert support for different channels, and inadequate capabilities for efficient content editing, updating, and approval for publication.

QPP NextGen shifts this paradigm and empowers financial services organizations to quickly deliver visually appealing, compliant, and up-to-date content across all channels from one central CCMS platform.

Our publishing tool for financial services plays a critical role in managing, organizing, and disseminating vital information through various types of documents, including:

  • Fund fact sheets
  • Fund commentaries
  • Investment prospectuses
  • Standard operating procedures (SOPs)
  • General internal policies and processes

Benefits of Publishing in Financial Services

For more than 40 years, Quark has been helping enterprises get the most out of their content with dynamic software solutions. With that experience comes a deep understanding of the benefits of automated content publishing, which include:

Massive productivity gains: Whether you need to update many documents at once, quickly repurpose content for another channel or audience, or reduce manual points of friction in the publication process, QPP NextGen can break down silos and remove roadblocks to productivity.

Omnichannel engagement: The best place to connect with your tech-savvy, on-the-go customers is exactly where they are. Our dynamic publishing software for financial companies helps content teams automatically repurpose assets for any digital or print channel – without the need for a channel-specific expert.

Secure and compliant publishing: QPP NextGen establishes compliance and security standards at the most elemental level to create content modules that can be quickly and safely distributed for any purpose or channel, so you can minimize regulatory risk without compromising time-to-market.

How Our Publishing Tool for Financial Services Can Transform Your Approach to Automated, Omnichannel Content Distribution

QPP NextGen offers a wide array of powerful capabilities to help financial firms create and deliver better content faster. Its capabilities for content publishing include:

  • Modularization : By breaking down key ideas and language into structured content components, our publishing tool for financial services helps firms rapidly disseminate approved messaging to investors, clients, and partners.

  • Compliance : QPP NextGen makes it easier and faster to apply branding guidelines, internal best practices and policies, and regulatory/compliance requirements to all published content, and it protects these standards with in-depth security measures and access controls. When regulations, policies, and legal language requirements change, you can update all relevant assets in one fell swoop.

  • Centralization : Stop going on wild goose chases for assets, and forget about publishing outdated or non-compliant messaging. Our publishing tool organizes all content modules into a single source-of-truth CCMS repository with Google-esque search capabilities to drive efficiency and reduce risk.

  • Omnichannel Publication : With a dynamic one-to-many workflow, you can leverage modular content authoring to get your content into all relevant channels faster than your competition can.

  • Visibility : Whether you prefer to create new content items using our Microsoft Word plug-in for structured authoring or our web-based tool, you’ll always be able to see exactly how your content will appear in a variety of digital and offline formats.

  • Collaboration : Bring all key stakeholders and participants along for the ride with predefined, automated, and AI-powered processes that track every change, foster greater collaboration, and drive improved feedback cycles.

  • Optimization : Leverage powerful content intelligence in the form of customizable dashboards, insightful engagement metrics, and AI-backed content recommendations to help you optimize campaigns for maximum reach and resonance.

Get Started with Financial Services Publishing from Quark

If your financial institution needs to simplify and accelerate its content publishing processes without sacrificing accuracy, compliance, or omnichannel reach, Quark Publishing Platform (QPP) NextGen can help. Our dynamic publishing software for financial companies provides a true end-to-end solution for content creation, management, automation, publication, and intelligence.

See how QPP NextGen can help you reinvent your relationships with prospects, customers, and partners through better, faster, and simpler content processes – request your free demo today!