Industries

Financial Services

Streamline, simplify, and automate the publishing of investment analyst reports, pitchbooks, fund fact sheets, and marketing collateral to multiple channels.

Trust is everything

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We understand that content, consistency, and quality of experience are the foundations on which your brand value are built.

Digital transformation is disrupting the finance sector, forcing institutions to streamline and automate complex, business-critical processes and still deliver ever more personalized services to customers.

This is as true for the delivery of information – whether it be for marketing, research, or compliance purposes – as it is for products and services.

We work with financial firms in an increasingly fast-paced and tightly regulated environment to get the right information to the right people at the right time.

Crucially, we ensure it arrives in the right format on any device, because consistency and quality of experience are the foundations on which trust and brand value are built.

  • Provide content in the format your users demand 
  • Preview on demand with built-in previewing system for all delivery channels, ensuring consistency and quality
  • Consistently deliver a single version of the truth and ensure confidence in the integrity of information at the point of use
  • Retain fixed pagination despite variable character counts across different languages

  • Easily reuse and update content from one procedure to the next with the power of XML Smart Content
  • Enhance collaboration with powerful built-in workflows and collaboration features 
  • Easily add metadata and organization to procedures to quickly identify, locate, and access the right information
  • Easy-to-use tools enable contributors to input effectively with minimal training
  • API technologies to enable easy and secure integration with everything from Microsoft Office to complex business infrastructures
  • Reduce authoring time with automated template creation and direct integration of marketing tools with other data sources

  • Ensure compliance across multiple markets and languages with the ability to change once and update throughout, saving time, effort and money while improving integrity
  • Enforce best practice throughout the information lifecycle, including effective disposal of superseded or redundant content

  • Automate use and reuse of content and manage revisions in multiple instances with minimum downtime or disruption
  • Manage version control with multiple authors across diverse locations
  • Enforce rules and policies around content formatting, ensuring sign-off on revisions and reducing proofing, compliance, and QA cycles
  • Easily merge narrative content — such as investment objectives, strategies, and profiles of fund managers — with data from spreadsheets and data repositories, such as holding percentages, returns, and performance
Customers

Our Financial Services customers

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solution

Quark investment research reporting

Streamline the process of creating investment research and delivering it to PDF, email, the Web, tablets, smartphones and beyond

solution

Quark Fund Marketing

Best-in-class Content Automation and Sales Enablement for Marketing, Sales, and Client Services

solution

Quark Procedure Management

Improve your organization’s compliance, reduce costs, and boost customer service with Quark Procedure Management

product

Quark Publishing Platform

Quark’s software enables Financial organisations of all sizes to meet customer demand for engaging, relevant communications when, where and how they want them.

product

Xeditor

The web-based XML-Editor that enables you to easily create and edit structured documents and files in XML data format, providing media-neutral data storage

service

Developer Training Courses

Take your skills to the next level with our developer training courses.

We can help you with technology evaluation, pricing and selection

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Events

Upcoming events

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Conference

Arbortext User Group Frankfurt, Germany

Exciting news for Arbortext Users - PTC are running a 2 day event in Frankfort, Germany on Tuesday December 3rd and Wednesday December 4th and we are going to be there!

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