Automation software for Target Market Determinations
Minimise the cost and pain of regulatory change with proven automation technology.
Minimise the cost and pain of regulatory change with proven automation technology.
Have you thought about the review of your Target Market Determinations (TMDs)? Meet the requirements of the Design and Distribution Obligation (DDO) regime with an innovative approach that can get accurate disclosure on market in half the time.
Objective Keystone is the proven automation platform for the highly complex regulatory landscape for financial sector disclosure production. Produce, review, verify and publish Target Market Determinations from one central system – supporting multiple authors with pre-approved content and rigorous sign-off capabilities.
The impact that Objective Keystone has had to our business is an absolute game changer. If Objective Keystone was taken away from me tomorrow, I would probably resign.
Matthew Jose
Head of Product Management, HUB24
Centralise the creation and management of disclosure documents for a 360-degree view of a document in the product roll life cycle.
Allow multiple contributors to simultaneously work on a single source of the truth for your disclosure content.
Eliminate the time and worry of consolidating multiple individual pieces of feedback. You're always working on the right and latest set of information by keeping all contributors working in one master document.
Common content can be defined centrally, verified in isolation of a product roll and maintained in the Smart Clause Bank. Changes made are instantly cascaded across all relevant documents.
All versions and proof of approval is maintained in a single source.
Common content is authored, reviewed and approved once and used many times, creating efficiencies, reducing the risk of errors and reducing stakeholder fatigue.
As a result, any documents published using that piece of content will contain a watermark saying, 'This document contains unverified content - Not for public distribution'. This ensures that only fully verified documents are able to be published with no watermark and gives you comfort that all content in your documents have been through due diligence.
Once this content has been approved it is locked down and no further changes can be made.
Review notes allows content owners to add substantiation for their approval. Review notes will always stay attached to the specific piece of content.
Governance and record keeping made easy as every review is recorded so that you can demonstrate who approved it and when.
Different groups can have different attestations and attestation questions as part of the approval process.
You can publish a Verification or Attestation Certificate showing all content and who approved and when. This acts like a digital signature to track the final sign off for Risk and Compliance.
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.
Automatically generated Verification and Attestation certificates link directly to the relevant section of a document. Any other supporting commentary associated with that section is included.
Full audit and tracking of every change and action ensures all decisions can be traced back to an individual and all proof is maintained with associated content.
De-couple the publishing 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 to final published outputs using old versions of content.
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.
Multi-brand communication and accessibility
The powerful publishing capabilities can instantly produce Web PDF, Print PDF, HTML, to a portal, and as XML. Objective Keystone supports accessibility standards such as WCAG (Web Content Accessibility Guidelines) and multiple languages ensuring inclusivity and usability for all audiences.
This product includes existing user experience functionalities and behaviours. Evolved user interface will be available in the future.
Cut the time it takes to produce a TMD by up to 50%
Fit-for-purpose software specifically for disclosure management and production.
Multi-authoring of a single source of the truth revolutionises how you think about your documents.
Easily 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.
Manage content changes proactively or rely on version control; either way the complete authoring lifecycle is recorded.
Management dashboards show where you’re at in your product rolls and business as usual disclosure changes.
Easily produce a permanent record of governance.
With all the efficiencies that it gives our business, we’ve been able to bring new products and new offers to the market in half the amount of time that we used to.
Matthew Jose
Head of Product Management, HUB24
Watch VideoPodcast
On a new episode of the InvestorDaily Uncut podcast, host Maja is joined by Natasha Gray from Objective and CEO of the FSC Blake Briggs.
LISTEN TO PODCASTSecurity Position
Discover how Objective Keystone addresses each of the core tenants of information security; Confidentiality, Integrity and Availability.
DOWNLOADMinimise the cost and pain of regulatory change with proven disclosure management technology.