Document Optimization
Transforming Business Documents
Account statements, customer agreements, business letter systems, forms, compliance documents — all of these could work far better for every stakeholder, even their owners. Product sheets and welcome kits can often benefit as well. Through our proven re-engineering process, these all become positive customer touchpoints while maximizing efficiency for internal users.
Maintenance and Outsourcing
Ongoing maintenance protects a firm’s investment in optimized documents and ensures that quality doesn’t erode over time. Both the structure and pricing of maintenance arrangements is customized to your needs and preferences. Full outsourcing can include all maintenance features — hosting, project management, drafting, design, non-data content updates — as well as staged carrotization.
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Document Optimization
Many legal, compliance and functional documents are not actually optimal for any users, internal or external. By gathering all stakeholders’ concerns and requirements, then analyzing content through a communication lens, we’re able to create new documents that work significantly better for all users.
→Workplace Policies/Messaging
We created the first streamlined Code of Ethics in the financial services industry. Since then, we’ve developed unique expertise in transforming compliance, privacy, infosec, and HR policies into clear, no-excuses documents.
→Fund Compliance and Marketing Documentation Optimization
Combining information design and plain language with in-depth compliance knowledge, More Carrot re-engineers disclosure documents to transform them into dramatically shorter, highly usable, lower cost and in-brand tools.
→Case studies
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Case study
Golden Source Prospectus
← Back to Case studiesCase studyEmerging as a new standard for the industry, More Carrot’s golden source prospectus combines efficiency,…
Case study
PRIIP KID/CCI
← Back to Case studiesCase studyFrom writing marketing-grade narratives and designing professional documents to developing systematic product disclosure frameworks, More…
Testimonials
“In the focus on legal sufficiency and regulator approval, the usefulness of the prospectus internally is often overlooked. The More Carrot model lets these documents become an efficient reference tool for operations and governance bodies such as the IFM and the board.” (2020)
“We were extremely pleased to be the first company to issue prospectuses that can truly be called ‘simplified’. This was a win not only for investors but offers us a lot of benefits internally as well.” (2015)
“The result of the prospectus transformation project is quite amazing — not only have we reduced the page count from 370 to 77, we also reduced risk and complexity. It’s readable. It’s organised. It has gone from a technical document to one that truly reflects our company’s core values.” (2017)
“After its revamp, the prospectus became more than just a compliance document. It became a tool that helps us manage content across documents and ensure consistency of language.” (2017)
“Prospectus complexity has significantly increased in recent years, due not only to new regulations but to more requirements from various stakeholders. More Carrot has been the first to look at prospectus complexity in a holistic way.”