Case Study: Insignia Financial Group halves disclosure document production time with Objective Keystone

A powerful disclosure management platform for super, investment and insurance services

Insignia Financial Group faced a significant challenge in managing the production of hundreds of complex disclosure documents for its super, investment, and insurance services. Their antiquated, manual processes were prone to human error, inconsistencies, and technical inaccuracies, which was especially problematic under strict regulatory obligations. To address this, they turned to vendor Objective Corporation and implemented its Objective Keystone disclosure management platform.

The solution from Objective Corporation automated and streamlined the disclosure process. Using Objective Keystone, the team could upload data via Excel and cascade changes across numerous documents in minutes, eliminating days of manual work. This resulted in a 50% reduction in production time, the eradication of content errors, and the ability to manage over 700 documents efficiently, ensuring market-ready, compliant materials and significant risk mitigation.

Insignia Financial Group

Natasha Gray

Consultant, Communications and Disclosure Governance