About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Leading Canadian Bank Selects Broadridge Canada for Smart Document Creation Solution

Subscribe to our newsletter

Broadridge Financial Solutions, today announced that another Canadian financial institution has selected Broadridge Canada’s Smart Document Creation solution for the generation of Fund Facts documents required by the new Point-of-Sale (POS) regulations.

The Smart Document Creation solution will generate regulatory Fund Facts documents for the bank’s mutual funds through an automated document creation process. Using their fund-specific data and customized templates, pro-forma, black-lined and final version documents will be created that are suitable for print, web-viewing and e-delivery. Using Broadridge’s automated document creation process, these documents can be created in a fraction of the time it would take using traditional desktop publishing.

Donna Bristow, Vice President, Client Management and Strategic Product Development, Investor Communication Solutions, Canada, Broadridge, commented, “With our long-standing relationship in place, it was easy to layer on the creation of regulatory Fund Facts to the existing services we already provide. We were able to customize the data loads and document layout to suit their requirements, which resulted in a cost-effective and timely set of regulatory Fund Facts.”

Further to creating the documents, Smart Document Creation will be tightly integrated into Broadridge’s existing Smart Prospectus service which will then provide an end-to-end fulfillment solution. Smart Document Creation can also be extended to cover the creation of MRFPs (Management Reports of Fund Performance), financial statements, and marketing documents.

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: Unlocking value: Harnessing modern data platforms for data integration, advanced investment analytics, visualisation and reporting

4 September 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes Modern data platforms are bringing efficiencies, scalability and powerful new capabilities to institutions and their data pipelines. They are enabling the use of new automation and analytical technologies that are also helping firms to derive more value from their data and...

BLOG

Businesses Struggling with ESG Data that will Aid SFDR Compliance

Most businesses are struggling to prepare their data to meet a new European regulation that is designed in part to deliver huge troves of corporate ESG information into financial institutions’ systems. More than four-fifths of companies questioned in a study by data mastering company Semarchy said they lack confidence in their data management capabilities to...

EVENT

RegTech Summit London

Now in its 9th year, the RegTech Summit in London will bring together the RegTech ecosystem to explore how the European capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...