Tridion Docs for Financial Services

Whether you're producing product literature, policy documents, or regulatory updates, you need to ensure your content is accurate, consistent, and compliant across all channels.

Intelligent content makes this simple – by breaking down your financial documentation into reusable building blocks that serve as a single source of truth, enabling quick updates and automated delivery.

Why RWS?

Control content, build trust and remain competitive

Nearly 30 years of experience in the financial services sector

Trusted by 8 of the top 10 investment banks

Extensive expertise in national and international regulatory frameworks

Multiple international security and quality accreditations

What is Tridion Docs?

Tridion Docs is an enterprise content platform designed for financial institutions managing complex regulatory documentation and client communications.

The platform's intelligent structure allows teams to create, update, and reuse approved content across multiple documents and channels, significantly reducing risk and accelerating time-to-market.

With built-in governance features, automated data connections, and AI-powered assistance, Tridion Docs helps your teams deliver accurate, compliant content efficiently across your global operation.

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Areas of expertise

Regulatory & Compliance

Automate and streamline your regulatory documentation, from contract remediation to policy management, while maintaining a complete audit trail that ensures compliance with regulatory requirements such as AML, KYC, and DORA.

Knowledge Management

Create, manage and distribute critical financial documentation like KIIDs, factsheets, and prospectuses across multiple markets through a secure, centralized platform that ensures consistency and compliance in multiple languages and regions.

Client & Employee Experience

Deliver consistent, compliant information across all channels while ensuring employees have instant access to current policies, procedures, and technical documentation

Results

82% of clients saw an ROI in Tridion Docs in 18-24 months or less

100% reduction in desktop publishing costs

20% reduction in translation costs

30-50% reduction in content development and localization costs

50% increase in efficiency on a yearly basis

A content management platform you can trust

“Adopting Tridion Docs helped me and my team greatly reduce the number of documents we curate and ensured that we could maintain consistency across all our content. It saves our staff a huge amount of time – helping them provide high-quality customer service and do their jobs more efficiently.”

Susan Lalor, Knowledge Management Team Manager, California Casualty

Read the case study

A major bank has transformed home lending sales with a 50% reduction in search time.

They’ve seen a 200% ROI annually through closing more deals.

“Our publishing platform is probably our most critical technology system – there was zero margin of error to get this right. Tridion checks our high-priority boxes and RWS helps us keep pace with change.”

Janet Brody, Associate General Counsel, Financial Accounting Foundation (FAF)

A global consulting giant has transformed its audit platform, resulting in a 40% reduction in onsite audit time for 80,000+ auditors worldwide.

RWS in Financial Services

Every day, around the clock, we support finance clients by combining services that effectively communicate their messages globally with technology that streamlines how it is created, managed and delivered.

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Partners

Our strategic partnerships with leading technology and consulting firms enhance our ability to deliver tailored, best-in-class solutions for the financial services industry: