Quark Enterprise Solutions for Financial Services enable automated publishing of investment analyst reports, fund fact sheets and marketing collateral to multiple channels through a single, fully integrated, end-to-end platform for financial institutions. What’s more, this state-of-the-art platform enables the creation of structured policy, procedure, governance and guidance documents to reduce risk across the organization.

Investment Research Reporting

Used by leading investment research groups around the world, the Quark Investment Research Reporting Solution transforms the process of creating and delivering personalized, interactive and up-to-the-minute research opinions and advice via every conceivable media.

Learn more about the Quark Investment Research Reporting Solution

Fund Fact Sheets

The Fund Fact Sheets Financial Services Solution helps you deliver engaging, relevant content for your fund fact sheets and associated fund marketing materials to your customers in print, the Web, and on digital devices, such as the iPad.

Learn more about the Quark Fund Fact Sheets Solution

Enterprise Sales Enablement for Financial Services

Quark Docurated removes silos between sales, marketing and IT teams so that wealth advisors and other representatives can provide clients the best, most up-to-date — and compliant — information all from a single source of truth.

Learn more about the Quark Docurated sales enablement platform.

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The Big Breakup

Analyst Insight
Structured Content in the Financial Services Industry: Driving competitive differentiation and profits in investment research.
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