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

Insignia Financial Group cuts disclosure process time by 50% with Objective Corporation

Insignia Financial Group, a wealth management organization, faced significant challenges in producing hundreds of complex insurance and financial disclosure documents after an acquisition. Their antiquated, manual process was prone to human error and inconsistencies, creating risk and pressure to meet aggressive timelines. To address this, they implemented the Objective Keystone disclosure management platform from Objective Corporation.

By using Objective Keystone, Insignia Financial achieved a 50% reduction in its overall disclosure process time and effort. The solution provided more accurate content, faster document creation, reduced manual entry, and in-house publishing capabilities. Objective Corporation's platform gave them greater control and visibility, allowing them to manage over 20,000 content items and hundreds of documents with much higher consistency and significantly less risk.

Insignia Financial Group