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In any area of financial services, client trust, loyalty and regulatory compliance are absolutely essential to your success. Managing and making use of information is critical to fulfilling this mandate. Financial services organizations are awash in information—unstructured content stored in repositories and file servers and structured data in relational databases and legacy/mainframe systems. JustSystems provides powerful solutions that allow financial services organizations to dramatically improve how information is created, published and consumed.

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JustSystems solutions for aerospace and defense include:

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Customer Successes
CIBC World Markets keeps customers informed about new investments

JustSystems solutions allow both technical authors and business contributors to easily create valid XML to accelerate the creation, simplify the maintenance and improve the quality of content found in policy documents, marketing materials, pitch books, and any other content-based products, services or communications vehicles. Structured authoring provides the basis for conversion, reuse, localization and multi-channel publishing of business critical content.

Examples include:

Capital Markets

  • Marketing materials: brochures, prospectuses,
    retail web content, etc.
  • Reusable pitch book components
  • Pitch book creation
  • Regulatory filings

Banking

  • Marketing materials: brochures, prospectuses,
    retail web content, etc.
  • Policy and procedures
  • Reusable customer responses
  • Regulatory filings

Insurance

  • Marketing materials: brochures, prospectuses,
    retail web content, etc.
  • Policy and procedures
  • Reusable customer responses
  • Regulatory filings

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JustSystems solutions allow you to bring together disparate, distributed data and content and combine it in a single dynamic document that is always up to date. These dynamic documents ensure that the information they contain is always accurate, which is particularly critical in areas where there is an exceptionally high cost of introducing inaccurate information into a process. Financial services organizations use these dynamic documents to publish up-to-date, live policy information, and use them as a basis for deal team collaboration, minimizing the need for information re-entry, and eliminating the manual reconciliation and validation of data across multiple, static documents.

Examples include:

Capital Markets

  • Deal team/transaction management (M&As, IPOs, placements)

Banking

  • Syndicate collaboration
  • Client service (fund or wealth management)

Insurance

  • Policy creation and collaboration
  • Syndicate collaboration
  • Client service (group policy management)

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[content_block title=’Document Process Transformation’]

In many financial services processes, there are manual gaps between isolated “silos of automation.” These manual gaps are typically the document-centric phases of a process. JustSystems solutions help to streamline business processes by bridging the gap between automated transactional workflows and more human-centric document-based workflows. JustSystems allows organizations to automatically capture transactional information and pull it into dynamic documents for human review and analysis. Likewise, information within documents can be automatically processed by back-office systems without manual rekeying or scanning of information.

Examples include:

Capital Markets

  • STP: Transaction settlement and automation of other back-office processes
  • Automated document creation/fulfillment

Banking

  • Underwriting and loan origination
  • Automated document creation/fulfillment

Insurance

  • Claims processing
  • Automated document creation/fulfillment

Download “JustSystems Solutions for Financial Services” to learn more.

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