Custom Document Automation

For the past six years Xinnovation has been building robust document automation solutions for Global 100 firms for a variety of enterprise level, highly complex and collaborative document types involving thousands of users. These solutions typically involve:

  • Complex and Multiple Data Sources
  • Business Rule Integration
  • Custom Content / Templates
  • Content Integration
  • Complex Template Workflow
  • Complex Document Workflow
  • Multiple User Groups
  • Robust Distribution Options

Xinnovation is uniquely positioned to provide robust yet easy to use and administer document automation solutions using your existing documents, content, data and workflow as the foundation. While the types of document solutions we can facilitate is limitless, here are some examples of solutions we have implemented:

  • Adoption Kit
  • Annual / Periodic Reports
  • Business Plans / Board Books
  • Capabilities Brochures
  • Cash Flow & New Business Reports
  • Fact Sheets
  • Fee Disclosures
  • Fee Schedules
  • Forms
  • Fulfillment Items
  • Fund Family Fact Sheet Books
  • Generic Communications
  • Implementation Kits
  • Internal Dashboards
  • Investment Mapping
  • Investment Performance Sheets
  • Investment Reviews
  • Manager Profiles
  • New Product Adoption Agreements
  • Newsletters
  • Participant Enrollment Kits
  • Participant Statements
  • Periodic Sales Dashboards
  • Pitch Books
  • Plan Reviews
  • Presentations
  • Product and Service Brochures
  • Product Brochures
  • Product Profiles
  • Productivity dash boards
  • Proposals
  • Prospectuses
  • RFP Responses
  • Sales Matrix
  • Sales Promotion Communication
  • Sample Fund Line-ups
  • Scorecards
  • Targeted Communication Programs