iPlus is the cornerstone for companies serious about building a digital strategy which will work today, tomorrow and long into the future. First developed by integrate in 2004, iPlus is currently used by some of the largest global banks and investment management companies.
iPlus puts the user firmly in control of their product information and performance data - enabling it to be broadcast efficiently through current and future channels and to support current and future sales enablements. Your product information comes alive as it is refreshed with the latest approved, jurisdiction compliant and context aware, message.
The bonus is that in addition to extending our service to our sales team, fund managers, consultants and customers, we have also saved ourselves a great deal of money.Mark Smith, Managing Director - Investment Information Service, BNY Mellon Investment Management EMEA
iPlus controls the transformation of data into information, resulting in a Golden Copy of your product information and market ready performance data. Refreshed and ready on each reporting cycle to provide a coherent, consistent and controlled source to be used and repurposed as required.
Improve control over your publishing and data processes and gain greater functionality from your data, lower operating costs, increase levels of transparency and compliance and deliver fast and reliable information to your customers.
iPlus output is accurate and reliable, aware of jurisdiction and audience no matter how or where the information is used. And it is all beautifully rendered in design studio quality according to your brand style guidelines.
Integrated Publishing Solutions (integrate) is a pioneer in the world of database multimedia publishing. Our aim is simple; to help clients transform their data into informative and engaging communications in the most efficient way possible. Since our inception in 1996, integrate has provided innovative solutions to a wide range of market leading companies throughout Europe and America.
Forte from integrate is a web-based interactive information sharing portal that gives iPlus users greater visibility of their data. Set up as either an external or an internal site it allows users to find, view, collate and share information. This information is fed to Forte from the core iPlus system, and so contains all the marketing and financial data items available at a given time - up to date, approved and market-ready.
Designed for desktop and mobile devices, Library puts the very best knowledge at your fingertips... with smart searching, personal, pre-defined or shared folders and promoted content. Promote documents to your user, and have them only see the most recent, up to date, quality controlled material, tailored to their user role and channel.
Readi has been delivered by integrate to make the iPlus content repository, the Golden Copy of product information, more readily accessible by third party solution providers. This is to facilitate the population of wireframe websites, CRM applications, mobile app or sales enablement tools with iPlus's constantly refreshed, jurisdiction and context compliant information.
Here at integrate we are celebrating 20 years of providing digital solutions to the wealth and asset management industry, or of our involvement in Digital WAM, as it is now termed.
For many people working in the asset management industry, the idea of using digital channels to market funds and to communicate with clients is relatively new, something that has appeared in the past five years perhaps. So it may be surprising to hear that we have been developing digital solutions for 20 years. Well, the term Digital WAM may be new but 'digital' has been present in the asset management industry for two decades.
In the 1990s, we introduced the first online portfolio valuation service for Killik & Co. For Barclays we provided web chat, collaborative form filling and other online collaboration facilities, and multi-channel publishing of wealth management research and investment advice.
Which brings me neatly onto the elephants in the title...
My first job was with World Book Encyclopaedia, as a lowly production assistant. From that time, I vividly remember the incandescent rage of an editor shouting "THIRTY TWO!!!! Thirty two elephants!", down the phone at an expert contributor. The illustrious soul at the other end of the line had made the cardinal sin in reference book publishing. The 32 elephants came from a well known error in the Encyclopaedia Britannica, which claimed that Hannibal crossed the Alps with 5 more elephants than he actually did.
The editor was incandescent, ensuring the authority of the content he produced was his sacred duty. And this is also the key lesson to be learnt from 20 years of building digital solutions for asset managers.
To explain. We have been involved in a large number of digital projects over the years across numerous industry verticals, and we have learnt many lessons from this experience. If I had to pick the most important lesson that we have learnt it would be this: ensure that you have a core source of authority of the content served via digital channels AND the means to maintain its authority.
Getting data sustainably right is a well established principle in asset management, but applying the same rigour to content is very much less so.
Isn't content just another word for data? No, it is absolutely not. To believe so results from an incomplete understanding of how information is distributed. Content is data + context.
In simple terms:
The combination of these is the essential characteristic of content.
For example, the same data used in a static image of a table in a document needs to be used in the different context of an interactive chart on a web site. Data needs to be invariable, context needs to be channel specific.
To elaborate further, consider the documents produced by asset managers for their funds. The same investment commentary included in an English version of a factsheet needs to be presented in different languages if the document is to be distributed to investors in countries where English is not the spoken language. The underlying data (i.e. the commentary) remains the same, it is only the context (i.e. the language) that is channel specific.
At integrate we know that digital channels did not give rise to the concept of content, but we recognise that the adoption of digital channels in asset management is adding a layer of complexity in the distribution of information about funds. For example, how do asset managers ensure that all content for all funds complies with all regulatory requirements when it is distributed as individual information components (e.g. a dynamic chart of performance history) via fund platforms, including 3rd-party platforms?
This is the difference between data and knowledge. Between data and information. Data is the foundation which knowledge is built from, it is vital to be passionate about getting it right, but it is only the start of knowledge, it is only the 'what' of information. It is the iron ore, but it it is not the Empire State Building. And to provide effective support for the digital distribution of information you need to continue beyond the data element. You need to extend the rigour of getting data right to a new discipline of getting content consistently right, whatever the applied context.
So, how to map context onto data in a sustainable way? This has been integrate's focus for the past 20 years. It is that experience that has enabled us to develop a platform that can meet the challenges facing asset management organisations as they extend their operating models to support digital channels alongside traditional channels.
The answer? Provide a systemic means to tailor individual data components for each contextual demand; a systemic means of transforming data according to when, where and how it is needed.
What disturbs me is to hear that some newspapers are introducing online news content that is completely separate from the content that is included in their papers. Similarly, it would be logically flawed if asset management organisations were to see the distribution of fund information through digital channels as a separate activity to distributing through traditional factsheets. It is the same data, simply a different context.
I gently suggest, less loudly than that World Book editor, "Do you not see the risk here?" To see 'digital' as requiring a separate operating model is to introduce the risk of distributing two content streams, in other words the risk of making data, as well as context, channel-specific. It is analogous to treating the symptoms of an illness rather than the causes. Our 20 years of experience of digital channels have proved to us that the right approach is to get your source of authority right and to get it sustainable, and then digital is just another channel through which your data flows. Beneath every beautiful fountain is a heck of a lot of plumbing. Get that plumbing done properly and the rest is automatic.
And back to the elephants: would five more have mattered much? Well, yes, they would. After Cannae, all that stood between Rome and defeat were its walls, but Hannibal had no siege equipment. Five more powerful elephants could have changed history. Getting the number of elephants right is important in understanding why Hannibal was unable to defeat Rome. Ensuring the invariance of data across multiple channels, while ensuring that context is channel-specific, is the only way to ensure that you are communicating to your market authoritatively, efficiently, consistently, accurately and, therefore, successfully.
And a final word about World Book. When I founded integrate we sent them a proposal to take their typesetter files and turn them into a database to be used as a source of authority of syndicated content for the emerging web. I was told, "No. People will always turn to a bookshelf for the definitive source of information." In Goethe's phase, nothing is original, the problem lies in thinking of it afresh.
Integrate's iPlus solution is the cornerstone for organisations serious about building a digital strategy that will work today, tomorrow and long into the future. Read this success story to learn how a global asset manager enhanced sales productivity, transitioned distribution to digital channels and reduced operating costs.
Integrate (Integrated Publishing Solutions Ltd.) was established in 1996, from roots in providing multi-channel publishing: allowing companies to produce interactive CD-ROMs, websites and print-ready output from the same database, The Golden Copy.
We can reasonably claim to be pioneers in database multimedia publishing and Java application development, with such milestones as the world's first multimedia encyclopedia, The Hutchinson Multimedia Encyclopaedia and our development of the UK's first large scale Java application, a product called Datascape, for Dow Jones Telerate. This was a trading platform which provided a Java implementation of TradeStation.
In the late 1990's we created and launched the Interactive Communication Engine (ICE), a platform to enable rich interaction between Java enabled devices. A series of applications were developed from this core platform, including an innovative interactive CRM application, called HyPhone, which was initially launched by Telenor, a leading Scandinavian Telco.
We have been fortunate to have been chosen to provide solutions to a wide range of corporate clients, across the Financial Services, Manufacturing, Legal and Pharmaceutical sectors in both Europe and the United States of America. Our fundamental focus has been to provide solutions to enable effective multi channel customer communications whilst maintaining coherence and consistency of both information and brand projection across these multiple channels.
Integrate's integrated publishing solutions have invariably brought our customers the ability to create highly finished publications and reports, which appear to have been designed manually, automatically. This has streamlined the production of any customer communications which are based on information stored electronically and which must be attractive and well presented. This information can then be distributed in traditional print, PDF or to a website.
iPlus is the direct result of several years of focused application development by a highly skilled team of computer scientists. It is also the indirect result of our longstanding experience in database publishing.
Integrated Publishing Solutions Ltd. is a privately owned company with all equity held by those who work for the company.
When we met them they came across as very convincing that they could do the job. I looked them in the eye and I trusted them to deliver - which they did. They are very professional and I can't recommend them highly enough.Mark Smith, Managing Director - Investment Information Service, BNY Mellon Investment Management EMEA
To arrange a demo or for any enquiries, please call us, or contact:
tel: +44 (0) 1926 889 199
fax: +44 (0) 1926 881 101
Integrate Head Office,
54 Willes Road,