Maintain control; increase process efficiency; protect your IP; and easily produce accurate, on-brand and verified disclosure collateral.
Keep your disclosure document management production, review, verification and publication in one central system. Bring siloed departments and subject matter experts together to contribute intellectual property.
Publish your collateral in web and print formats directly from our software. Keep track of every step in the process and mitigate risk. Produce clear evidence of who authored the content; who approved it; what was said; and why.
If the Objective Keystone system was taken away from me tomorrow, I would probably resign. I've been working on disclosure documents within the industry for over 2 decades and this system is one which has absolutely transformed our business.
Matthew Jose
Head of Product Management, HUB24
Remove the nightmare and danger of versioning
Eliminate the time and worry of consolidating multiple individual pieces of feedback. One master document means stakeholders and contributors are always working on the latest information.
Eliminate duplication
Common content can be defined centrally, verified in isolation from a product roll and maintained in the Smart Clause Bank. Changes are instantly cascaded across all relevant disclosure documents.
Bring together siloed departments
Create efficiencies with a 360-degree view of a document in the product roll lifecycle. Multiple contributors work simultaneously on the latest product disclosure content.
Automate review triggers for every product roll
Set automated review trigger points aligned to your product roll schedule. When a new product cycle begins, the right teams are instantly notified to review, update, and approve disclosure documents.
Automation speeds up internal review
Assign specific sections to stakeholders for review. Automatic email notifications flag action is required and ‘review notes’ can be attached to specific sections of content.
Verification and attestation certificates clearly show a (digital) paper trail
Automatically generated certificates link directly to the relevant section of a document. Any other supporting commentary associated with that section is included.
Audit, risk and compliance management
Full audit and tracking of every change and action ensures all decisions can be traced back to an individual with various proof points.
De-couple the design and branding of collateral from the content approval process
Pull verified source content into your collateral, and in doing so remove the human element of copying and pasting from verified content. De-risk designers and typesetters incorrectly using old versions.
Instant publish and automated document formatting
You're in control of last-minute changes. Republish instantly without an internal or external typesetter, graphic designer or publisher. Tables of contents, page numbers, and styles update without affecting the underlying layout.
Effortless brand management and customisation
Automatically re-purpose core content across multiple product family variants, sub-brands and bespoke client offerings. The only variation in the output is branding, badging, product fees and performance data.
This product includes existing user experience functionalities and behaviours. Evolved user interface will be available in the future.
Control content in a single master document. Supported by process automation, cross-portfolio common content approval and re-use.
Full audit and tracking of every single action. The proof is maintained with associated content. Content is versioned at the document, section and paragraph level.
Stay on brand with templates for print and web documents. Verified content is directly sourced and automatically incorporated.
Cut the time it takes to produce a product roll by up to 40%
Specifically designed for product disclosure management and production.
Re-usable content improves productivity - minimising inconsistencies, errors and stakeholder fatigue.
Produce a Verification Certificate for your Due Diligence Committee or internal sign-off.
Whether you have one or one hundred brands, our publishing software is here for your print, download and HTML content.
With built-in governance, every single edit, review and approval is recorded.
Management dashboards show where you’re at in your product rolls and business as usual disclosure changes.
Easily bring external parties into your document lifecycle so you can track and evidence every stakeholder's input.
Using Objective Keystone we can now do fee uploads via Excel. Within 5 minutes those fees are cascaded across 20 different documents.
William Gerges
Manager, Disclosure
Watch VideoCASE STUDY
HUB24 is ensuring better financial futures with document process transformation using Objective Keystone.
WATCH VIDEOSOLUTION BRIEF
Improve efficiency and deliver governance to the process of drafting, verifying and publishing disclosure documents.
DOWNLOADSECURITY POSITION
Discover how Objective Keystone addresses each of the core tenets of information security; Confidentiality, Integrity and Availability.
DOWNLOADDiscover where your processes fit within industry best-practice. Use these insights to build a case for change in your product disclosure management process.
