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Webinar recording: Typefi for Financial Services

In today’s competitive and heavily regulated financial services sector, your publications—from marketing collateral and research reports to fund fact sheets and EDGAR filings—need to be flawlessly designed, highly accurate, and available to your customers and stakeholders the moment they need them.

This webinar, recorded on 14 December 2016, introduces Typefi and demonstrates how financial services organisations can use Typefi to streamline their publishing processes and drastically cut production time. The demonstration includes creation of a Fund Fact Sheet (XML to PDF), and creation of an EDGAR filing (Microsoft Word to PDF and EDGAR-compliant HTML).

What can you do with Typefi?

  • Leverage the power of Adobe InDesign to automatically produce perfectly-designed fact sheets, research reports, EDGAR filings and other related documents.
  • Produce a range of outputs—including print PDF, accessible PDF, HTML, EPUB, and editable InDesign files—from a single source of content in just minutes.
  • Automatically draw source content from databases, Microsoft Word, or a range of other inputs.
  • Reduce publishing production time for all publications by 50%–80%.
  • Reduce or completely eliminate manual typesetting errors.
  • Efficiently maintain control of your brand—including logos, colours, fonts, and styles—across all publications.
  • Feel confident knowing that your intellectual property and sensitive data are protected by world-class security, tested and proven.


Chris Hausler
Typefi Business Development Manager

Chris has over 20 years’ experience in improving organisational processes through technology, including a decade working with publishers to define and deliver solutions that dramatically improve the way they publish content. He is always excited about the opportunities offered by new technologies.

Chris Hausler, Typefi Business Development Manager

Jamie Brinkman
Typefi Solutions Consultant

Jamie joined Typefi as a Solutions Consultant in 2014, bringing 10 years of experience as a Senior Content Editor with a multinational mass media and information firm. She is highly-skilled in layout and design, and has extensive experience copy editing for tax and accounting professionals utilising AP, Chicago, and company-specific style guidelines. As a Typefi Solutions Consultant she works closely with customers to develop and implement automated publishing solutions, as well as providing ongoing training and support.

Jamie Brinkman, Typefi Solutions Consultant

Want to learn more? If you have questions or if you’d like to discuss any aspect of your publishing process, please don’t hesitate to drop us a line. We’re here to help you DO MORE.

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