FundWorks releases On-Demand Document Server, a fully managed document production service for financial service organisations.
The service combines the straight-through capabilities of Client Communications Platform with the rendering capabilities of Adobe InDesign in a seamless, end-to-end process. Fully automated and hosted on FundWorks data centres, tool supplies all types of reports, statements or factsheets for institutional and retail use.
The service is delivered though an Ajax-powered Rich Internet Application (RIA), allowing asset managers to manage content, design documents and render them in real-time. The web application also includes a configurable workflow system which can perform validation routines prior to production to ensure data integrity and accuracy. Following a post-production review and sign off, the distribution mechanisms transmit documents to individuals, portals, printers and fulfilment houses.
The incorporation of Adobe InDesign into FundWorks Client Communications Platform allows financial services organizations to better engage with their clients and consistently exceed their expectations, says Paul Lumsden, head of Product Management, FundWorks. Retaining clients in a profitable, long term relationship has never been more critical but it remains important to streamline costs and deliver productivity gains. We strongly believe that InDesign in combination with the FundWorks platform provides the necessary innovation to ensure asset managers remain competitive.
The On-Demand Document Server not only enables complex documents to be rendered in real-time, but now allows business users to dynamically interact with the template design and content, says Simon Rose, managing director, FundWorks. A major step forward for the industry, it harnesses InDesigns powerful rendering engine to deliver high volumes of personalized, print-ready financial documentation.
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