One thing that was slowing UniSuper down was the burden of disclosure. Their manual process required using several different software applications to complete the various tasks involved in running a product disclosure statement (PDS) roll. Tracking, following up, collecting reviews and sign-offs was labour and time-intensive for the Product Specialist teams.
UniSuper joined over 30 leading Australian and New Zealand Financial Services Organisations to use Objective Keystone as their disclosure management software. Objective Keystone helps UniSuper with meeting its regulatory requirements by ensuring that its documents are clear, concise and accurate. This greatly speeds up the process of a PDS roll by now taking a third of the amount of time it used to.
Objective Keystone has played a pivotal role in improving UniSuper's product disclosure process – embedding transformational processes 'that will improve the PDS process for future rolls'.
I love the real-time, transparent reporting of the progress of the reviews. We can actually go straight in and see a bird's eye view of what reviews are still outstanding.
Kate Potter
Product Specialist, UniSuper
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