Following widespread industry demand for enhanced customer service through larger volumes of ad-hoc documentation, the service can deliver all types of reports, statements or factsheets for institutional and retail use. Fully automated and hosted on FundWorks data centres, FundWorks combines the straight-through capabilities of its Platform with the rendering capabilities of Adobe InDesignÂ® in a seamless, end-to-end process.
The service is delivered though an Ajax-powered Rich Internet Application (RIA), allowing asset managers to manage content, design documents and render them in real-time. The web application also includes a configurable workflow system which can perform validation routines prior to production to ensure data integrity and accuracy. Following a post-production review and sign off, the distribution mechanisms transmit documents to individuals, portals, printers and fulfilment houses.
Simon Rose, Managing Director at FundWorks comments, âThe On-Demand Document Server not only enables complex documents to be rendered in real-time, but now allows business users to dynamically interact with the template design and content. A major step forward for the industry, it harnesses InDesignâs powerful rendering engine to deliver high volumes of personalized, print-ready financial documentationâ.
Paul Lumsden, Head of Product Management at FundWorks added, âThe incorporation of Adobe InDesignÂ® into FundWorksâ Client Communications Platform allows financial services organizations to better engage with their clients and consistently exceed their expectations. Retaining clients in a profitable, long term relationship has never been more critical but it remains important to streamline costs and deliver productivity gains. We strongly believe that InDesignÂ® in combination with the FundWorksâ platform provides the necessary innovation to ensure asset managers remain competitiveâ.