S1 E2: AI-Powered, Data-Driven Automation for Client Reports & Fund Fact Sheets

Discover how leading asset managers use Quark to transform the creation and management of investment content - from client reports and fund fact sheets to regulatory documents. Learn how to aggregate data from multiple sources, automate data-rich content like tables and charts, streamline template formatting, and scale global compliance with ease.

Discover Out-of-the-Box (OOTB) AI, powered by Microsoft Azure OpenAI, to automate content creation, enhance word choices, and streamline translations – no AI expertise needed. Plus, learn how Bring Your Own AI (BYOAI) integrates your custom AI models seamlessly, and how expanded Adobe InDesign support enables effortless layout design collaboration alongside QuarkXPress, eliminating reformatting hassles.

In the first episode of series 3, Emerson is joined by guest speaker Rahel Anne Bailie, renowned author and Content Solutions Director at TWI, to unpack new insights from the IDC InfoBrief Sponsored By Quark, on the topic of CCMS and AI. They explore the top challenges of today's content teams in the Life Sciences, Financial Services, Manufacturing and Public Sector industries, as reported by over 600 technical writers, content strategists and other key stakeholders. Understand how and where CCMS adoption helps deliver improvements in document creation, workflow automation, omnichannel publishing and more. Plus, hear how organization’s are already charting a path to use AI for their own content strategies.

Nailing the right global content strategy from the boardroom is one thing, but failing to investigate the technology you need to execute it can lead to diluted ROI, especially if not fully aligned with the business use case requirements. Guest speaker Max Swisher from Content Rules, a 30-year-old independent consultancy specializing in content technology strategies, joins regular Close the Content Loop hosts Emerson Welch and Sam Courtney to identify the pros and cons of the often-conflicting options available in today’s market. They highlight the important involvement of key stakeholders such as operations managers, content authors and even graphic designers in the project, discussing the daily challenges they each face and the consequences to their roles of not getting an enterprise content strategy right or worse still, doing nothing at all.

Are you totally confused by XML-based schemas, architectures and content structures? Why do they matter so much? Do we really have to learn and deal with XML schemas in our enterprise content strategy? In this episode Sam and Emerson are joined by Quark’s own Amit Sood – a veteran of structured content – to clear all the mist and fog around XML schemas and expose their true nature in them most simple language. They identify the different schemas available, when each one should be applied depending on the content type use case and all you really need to know about XML and taxonomies without having to go back to school.

In the first episode of series two of Close the Content Loop, Emerson and Sam are joined by special guest Jack Molisani, Executive Director of LavaCon Content Strategy Conference and fellow of Society for Technical Communications, to explore just what can be done to ensure content strategies are executed successfully in line with board-level objectives.

In episode five of Close the Content Loop, Emerson and Sam are joined by special guest Gareth Oakes, Chief Project Officer of GPSL to delve into the inherent traditions and complex content processes that exist in the legal and regulatory world, and how an important mindset shift around what you should actually be creating could hold the transformational key.   

Episode four of Close the Content Loop sees Emerson and Sam openly talk about what omnichannel really means in the context of publishing, how it transforms global engagement, personalization and localization, and how enterprises can evaluate their operational effort to make informed decisions on whether they should be considering it.

In episode three of Close the Content Loop, Emerson and Sam are joined by special guest Dr. Ray Glemser, Chair and Co-Founder of Glemser Technologies, to get a real insight into the interactions between health authorities and pharmaceutical companies and explore the myriad of regulatory processes they go through to keep labels, instructions and other critical content compliant.

In this episode, Emerson and Sam dive into the reasons why organizations implement workflow automation, focusing on the context of review and approval for omnichannel publishing. They analyze the impact it has across the enterprise and how its benefits can transform productivity and safeguard compliance by removing bottlenecks and regulatory risks from day-to-day content production processes.