Manage your brand, data and content compliance in a single system.
Whether your accountability includes SMCR, SYSC or Financial Promotions and Adverts, Objective Keystone provides you with the system and controls to manage your regulated documents.
A purpose-built cloud solution to draft, approve, manage and publish documents in one place.
Every action, change, edit and approval is recorded in a system of record that's easily produced as an artefact at any time. Verification certificates are generated in a few mouse clicks for accountable executives to sign off on.
Centralise document creation and management with collaborative authoring
An unlimited number of users internal and external can draft, edit, review and approve different sections of one master document.
Compliance through content
Full content ownership clearly shows individual responsibility for content sections. Comments are tracked as tasks; no comment can be missed and each can be reported on.
The Smart Clause Bank controls common content
Commonly used clauses, disclosure statements, tables and images are verified and maintained in the Smart Clause Bank. Changes made are instantly updated in relevant documents, strengthening market integrity and compliance for your Financial Promotions and Adverts.
Review Notes allow you to 'tag and track' policy over time
Review Notes are attached to content sections, use this to mark content as being subject to a specific regulation. Publish all Review Notes as supporting evidence in due diligence packs - without distracting from the flow or output of a document.
Meet compliance regulations by providing full disclosure
Every edit, review and approval made by any individual is captured in an audit record. Decisions can be traced back to users at macro and micro levels within a document.
Easy sign-off for legal and executives
Meet your obligations such as SMCR and SYSC through due diligence packs. Verification certificates link to relevant document sections detailing evidence points. Authorised individuals digitally sign declaration statements confirming content. Supporting commentary (such as Review Notes) can be included.
Empower your experts to focus on the content, not on formatting
Templates are designed and managed independently of document content. This means contributors can concentrate on the words instead of fonts, footers and numbering.
One-click publishing and automated document formatting
Based on a pre-configured publishing engine, using content sourced directly from a single information repository of verified content. Last-minute changes to verified content are easily made and instantly updated across all relevant pieces of collateral,
Effortless brand management and customisation
Automatically repurpose 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 shell. Stay efficient with the common content library and reuse it across multiple documents.
Quickly produce supporting evidence. Maintain compliant processes and outcomes. Track every action in one place.
Stay on-brand and publish documents instantly. You're in control of any last-minute changes.
Cut the time producing regulated content by up to 40%
Fit-for-purpose software for compliant document production and management
Re-usable content improves productivity - minimise inconsistencies and errors.
Produce a Verification Certificate for your Due Diligence Committee or an internal sign-off.
Whether you have one or one hundred brands, our publishing system is here for your print, download and online 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
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HUB24 is ensuring better financial futures with document process transformation using Objective Keystone.
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Is compliance with constant regulatory change an annoying distraction or a transformation opportunity?
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Draft, approve, comply and publish regulated documents. All from one platform.
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Authoring, approving and publishing regulated content shouldn’t be so complex and carry so much risk.
Read MoreDiscover where your processes fit within industry best-practice. Use these insights to build a case for change.
