Product Information Brochures (PIB's)

A tightening legal framework concerning the protection of investors advise financial service providers to provide standardised product information brochures (PIB's). salesXp offers a CMS-based framework that simplifies the creation of product information brochures. This framework:

  • Adapts to the corporate identity and corporate design of the client
  • Displays the logo of the client
  • Integrates dynamic data of upstream financial information systems  (prices, charts, updated key data)
  • Integrates bank-specific data (text modules according to asset-classes, integration of data on ISIN-level)
  • Enables a comfortable call up of documents via a web-interface
  • Contains a content management system for easy modification of the templates