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  • https://doi.org/10.1002/9781119444510.ch18Copy DOI Icon

Presentation Technology – Enriching the Client Experience in a Physical and Virtual World

  • Mar 23, 2018
  • Colin Bennett
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Abstract

To present content to any financial audience, it has to be both accurate and legally compliant for the audience. For financial services to play an active part in digitizing their services for the emerging user experience platforms, there needs to be a far better understanding and standardization of the key underlying processes that support the delivery of regulated content at scale. It is, however, getting increasingly difficult to deliver regulatory compliant personalized content without the content metadata being efficiently classified for the audience. To deliver content to adequately support the whole client experience, the data needs to be consistent right across all contributing and subscribing parties. It is analogous to delivering straight-through processing (STP). In the future, the production workflows and delivery of financial products supported by digital content have to be fast and hyperconnected to solve the problem of increasing demand.

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