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