Easily edit, collaborate, approve and publish your investor information documents
Creating fact sheets, key investor information documents and PRIIP KIDs is complex, time-consuming and potentially expensive - especially if handled inefficiently. It is a core part of your marketing, however, and an essential requirement of your investment communications. Accuracy is essential and the information presented to clients must arrive on time, every time.
Add in the complexities around translations, different regulations and rapid product development to meet market conditions and you have a challenge that threatens to slow down your business and frustrate your teams.
Be faster and more agile
Creating the documents in-house can prove to be too slow, cumbersome and labour intensive to meet the expectations of the modern investment community. In the past, software and related services have delivered only limited solutions, failing to take full advantage of the efficiency improvements possible through technological innovations.
The ArcMarketing platform delivers a profound transformation in the approach to the creation of investor documents. Now you can use centralised data repositories to quickly, easily and cost-effectively publish your content and fund information.
Stay in control - or outsource to the experts
You can create the documents yourself, using robust tools and an intuitive user interface that makes is easy for your teams to share content, collaborate and approve documents. Or you can outsource the creation of your KIIDs and other fund documents to expert teams at Donnelley Financial Solutions for a high-quality, affordable and effortless solution.
Best of all, ArcMarketing application is easy to implement, with automated tools that handle the changeover from your existing solution. Because it is a web-based application, there is also no impact on IT infrastructure.
Integrated fund communications
The ArcMarketing tool is part of the FundSuiteArc, integrated, web-based platform designed to create, manage and distribute compliant fund communications in any language.
- A one-stop platform for all of your fund documents
- The only solution that links all your documents via a golden source of information
- Helps you easily and quickly transform data, translate content and publish in multiple formats
New KID on the block
On 1 January 2018, The European Commission (EC) implemented a directive that mandates how the Insurance and Banking industries market and sell their funds. Following the regulatory change, a document called PRIIPs KID (Packaged Retail Investment and Insurance-based Investment Products Key Information Document) now needs to be provided to investors prior to investment. Donnelley Financial Solutions can offer advice and software solutions to those affected by the PRIIPs regulation so don’t hesitate to get in touch. Find out more about our PRIIPs services.
Publish, distribute, host and archive documents using a powerful web-based tool
To meet KIID rules fund managers need to create and deliver a huge number of documents - and keep them continuously updated. The ArcMarketing tool is an easy-to-use, web-based application that streamlines the creation and management of these and other fund factsheets and template-based communications. It also works across multiple regulatory regimes and in any language.
The effortless way to create, manage and publish your fund sheets
The ArcMarketing platform empowers your users, giving them the tools they need to shorten publishing cycles and create consistent, effective marketing documents for multiple channels. An intuitive user interface makes is easy to:
- Share content
- Collaborate with colleagues
- Approve documents with greater accuracy in less time
Robust content management tools allow groups to collaborate remotely while content can be entered a single time and easily applied across multiple documents. ArcMarketing also supports universal edits across documents - ideal for updating content such as period end dates and disclaimers.
Because the ArcMarketing tool is a hosted service your team can access it from any location; work, home or on the road. Production proofs are delivered online, speeding the approvals process, and fact sheets can be sent directly to your company website or to other web locations for publication.
Flexible re-use of data
The use of a central data repository means you can quickly and easily:
- Re-use and re-purpose content and data into multiple formats and document types
- Create market commentaries and fact sheets as PDFs and then re-use the same content for Microsoft PowerPoint presentations
Re-using content in this way saves time for your teams and helps you publish information more quickly and accurately, improving client service and keeping the regulators off your back.
Automate for efficiency
Software solutions ought to deliver significant improvements in efficiency by automating processes and handling the workflow. ArcMarketing tool delivers on these promises by automatically compiling data from external sources and prompting you when updates are required:
- Collect, aggregate, calculate and monitor variable data
- Automatically calculate and monitor the published SRRI value
- Store translated content in our library for re-use
The solution can also be tailored to your precise needs, with automatic data feeds and templates that match your branding and meet the various regulatory requirements of different territories and markets. And when new regulations come into force, the team from Donnelley Financial Solutions deals with all the backroom changes and configurations, saving you time and reducing frustration.
The ArcMarketing solution uses Plain Language principals and design techniques to make KIIDs easier to read. The solution also delivers expert translations, complemented by state-of-the-art terminology management and translation memory. So you can easily and quickly publish in multiple languages using consistent content from shared translation libraries.
The ArcMarketing solution provides built-in role permissions, audit trails, change history and version control. It can even create a quick and manageable implementation timeline for you.
Easy to switch
Highly advanced pre-processors make for fast and effortless switching from your current solution, with minimal involvement on your part. Ease your workload with confidence that our proven changeover systems can handle everything and deliver a smooth, easy transition.
ArcMarketing is a highly cost-effective solution, not least because our automation solutions remove headaches and hassles, saving you time and streamlining workflows. The solution delivers rapid return on investment and is proven to be more cost-effective than in-house solutions and alternative services.
Unparalleled customer service
In addition to your assigned project manager and implementation team, ArcMarketing e-Customer Service Representatives are available from 7am to 9pm local time to handle all your questions, so you always have resources to support your needs.
Proven security, accessibility and confidentiality
Donnelley Financial Solutions employs state-of-the-art technology and our security is supported through redundant, secured infrastructure and servers.
- Data integrity with frequent backups stored on and off-site
- Virus protection with daily scans and updates
- Audit trail of user activity, including log on/off
- Control of user access at every level