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Liberum Selects Quark Investment Research Reporting Solution for Advanced Digital Customer Communications

Press release from the issuing company

LONDON – Quark Software Inc. announced today that investment bank Liberum has selected the Quark Investment Research Reporting Solution. The solution will enable research analysts to create content in a single source that can be instantly and automatically optimized and published to their institutional clients across multiple channels including mobile, Web, tablets and smartphones, PDF and HTML5.

Liberum is a leading institutional investment bank known for high-quality pan-European equity research. The firm wanted to provide clients with a more convenient and engaging research experience and needed an authoring and digital publishing solution to deliver it. Liberum believes the ideal solution will allow their team of analysts to create content in Microsoft Word, including Excel models, graphs, multi-media and external data feeds. The solution will automatically break the content into component sections that can be presented to consumers when, where and how they desire.

After evaluating a number of solutions, including building a proprietary solution internally, Liberum selected Quark based on the team’s proven and configurable out-of-the box solution, front-end Web and mobile design skills and growing expertise in the investment research market. More about the Quark Investment Research Reporting Solution can be found here: www.quark.com/finance.

“Our goal is to create the very best investment research experience for our clients who are some of the world’s leading asset managers,” said Liberum CEO Simon Stilwell. “We know they are often frustrated by the way ideas from investment banks are communicated whether that’s because they’re undifferentiated, don’t get quickly to the point, or are not convenient to consume. Our aim is to communicate our best ideas and insight in a personalized way that suits our clients in their busy day.”

Liberum will deliver research via the Web and mobile devices, making it easily searchable and readable, enabling their clients to ‘get to the point’ by no longer having to scan through monolithic, static PDFs to find the information they need.

“Quark Enterprise Solutions will enable us to introduce interactivity, searchability, personalization, video, audio and other functionality into our content all with the purpose of enriching the process of information consumption,” said Stilwell.

The collaborative workflow, analytics and dashboard capabilities offered by the Quark Investment Research Reporting Solution automate compliance requirements and eliminate many time-consuming review and approval inefficiencies, thus speeding time-to-market. Over time Liberum will use analytics to develop the product and deliver even greater personalized experiences. These insights can also drive traditional channels such as PDF and industry aggregators.

“Information consumers today demand relevant, engaging and timely content in their preferred format and on their device of choice. Liberum’s requirements and their forward-looking plans made for a perfect fit with Quark Enterprise Solutions for investment research reporting. We are excited to partner with Liberum as their team continues to drive innovation in the financial services industry,” said Lawrence Paterson, Financial Services Manager, Quark Software Inc.


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