New challenges in financial publishing

The activity of investment research publishing is coming under pressure from several directions:

Technological change has multiplied the number of formats and channels that customers can use to receive content.
Regulatory pressure makes achieving compliance costly and time-consuming.
Volatility and noise force organizations to act and respond within narrowing timeframes.
Data and AI-driven developments represent threats as well as opportunities.


Conventional document management systems
have not kept up:

They are often based on standard office apps, combined with some rudimentary sharing functions.

Adequate for producing one-off reports with tables and charts, when it comes to creating team-based, multiple-media content, conventional solutions have serious limitations.

They use a monolithic document structure. This prevents parallel working, re-use of document components, slowing completion and delivery and increasing systems overhead – ‘technical debt’ and data footprint.

They have poor planning tools and workflow controls. Compliance and quality assurance depend on manual checking.

Their formats cannot feed digital and mobile channels without intensive manual reworking – diverting staff resources from more valuable activities.

Structured content authoring: a new paradigm for financial publishing

Smart automation

Eliminate routine editing and formatting tasks.

Automatic publication

Publish to a full range of devices and channels without manual intervention.


Allow parallel working and content reuse.


A shared Planning space to coordinate and monitor multi-team operations.


Built-in checks and controls to assure document quality and compliance.

User Interface

Workflow accessible from any location using mobile devices.

Productivity and governance

Organizations using a solution with the above features can increase both the quantity and quality of their published output - without growing their resource base. Eidosmedia solutions for financial institutions and ratings agencies offer a content governance paradigm that goes well beyond the capabilities of a conventional CMS for banks .



Staff freed from routine manual tasks are more productive and more creative.

Parallel working

Regulatory compliance and quality assurance are improved, while requiring much less manual inspection


Productivity is further enhanced through modular documents, parallel working and component re-use.

One-click Publishing

Documents are pre-formatted for all output destinations.

Case studies in investment reporting

Read how global investment banks, asset management companies and rating agencies are using Eidosmedia’s platforms to achieve new levels of productivity, quality and compliance.

Find out more about CMSs for financial services Get in touch