FundWorks launches document outsourcing service

Source: FundWorks

FundWorks today announces the launch of On-Demand Document Server, a fully managed document production service for financial services organisations.

The service is built on FundWorks' Client Communications Platform and integrates Adobe InDesign for web- and print-ready document generation.

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 InDesign® 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, "The 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 InDesign's powerful rendering engine to deliver high volumes of personalized, print-ready financial documentation".

Paul Lumsden, Head of Product Management at FundWorks added, "The incorporation of Adobe InDesign into FundWorks' 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 InDesign in combination with the FundWorksorks' platform provides the necessary innovation to ensure asset managers remain competitive".

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