revolutionising disclosure documentation
complex to clear disclosure compliance
Reduce risk and streamline and accelerate disclosure document production using transformative, underpinned by a collaborative authoring, approval and publishing cloud-based digital software.
why transformative
transformative brings disclosure production into the digital age
Collaboration
Get collaborative access anywhere, anytime, with a cloud-based, digital disclosure solution.
consistency
Streamline production with pre-approved common content pieces, eliminating inconsistency.
efficiency
Drastically reduce production time of disclosure rounds by as much as 30 to 50 per cent.
Governance
Improve visibility, tracking & record-keeping with everything retained and published.
eliminate disclosure pain points
- manual processes
- no document history
- unclear pathways
- time inefficiencies
- multiple documents
- unnecessary complexity
- excessive review rounds
- no brand alignment
- lack of transparency
what is transformative
Document automation
Digitally transforms disclosures via easy-to-use, cloud-based software. Reduces revision and update time by 30 to 50 per cent. Frees up valuable time for you to dedicate to more value-adding projects.
One-click publishing
Produce print- and web-ready files, and even fillable forms with just one click. The holistic, fit-for-purpose solution for when documents need to be right, look right and be collaboratively authored and approved.
common
content
Streamlines document production. One document template (master shell) equals unlimited documents. Approve once, use many times. Perfect for super funds, insurers, banking and financial services.
Tracked governance
Implements digital due diligence. Records comments, documentation and approvals. Brings greater visibility and record keeping, reducing risk. Permanent record of governance at your finger tips.
client testimonials
(transform provides CareSuper with a managed service for disclosure updates, not the transformative solution, at this point in time.)
BUSSQ MySuper success story
Since 2018, transformative has enhanced BUSSQ’s ability to produce compliant materials more efficiently.
The increasing demands and complexity of the super regulatory environment motivated BUSSQ to outsource their ongoing disclosure updates. They were after a digital solution that would streamline all future updates in a more effective and efficient way, reducing the demand on their resources and time, and allow for increased focus on more value-adding projects.
transform project-managed and delivered end-to-end the onboarding of four BUSSQ disclosure documents using transformative. This approach allowed BUSSQ to draw on transform’s expertise and deep knowledge of the super industry and our unique, specialised software skillset that caters to onboarding our client base of small to medium-sized super funds.
This service meant the onboarding process was pain free for BUSSQ. We took care of the onboarding, from the first discovery and assessment stage, to breaking down the documents into the parts needed to transfer it from the traditional manual paper-based solution to a complete digital solution, right through to managing the training of stakeholders to use the software.
BUSSQ has now onboarded five of their documents: MySuper PDS, Premium Choice PDS, Super Handbook, Insurance Handbook, and Income account guide.
BUSSQ also reduced the review rounds by 57 per cent.
Time to market was reduced from three months to one to three weeks, depending on the size of the legislative changes. transform onboarded all BUSSQ stakeholders, enabling them to manage updates directly onto the software themselves. We also successfully implemented the review and approval process, giving stakeholders back more of their time to focus on more value-adding projects.
transform continues to assist with BUSSQ’s disclosure document updates across eight PDS rolls, ranging from end-to-end project management to a minor technical support capacity.
Brighter
Super
success story
transform project managed and delivered end-to-end the onboarding of five Brighter Super disclosure documents onto the Objective Keystone cloud software that underpins our transformative offering.
The continually changing and complex super regulatory environment drew Brighter Super to transformative to manage and streamline these ongoing disclosure updates more effectively.
The transformative solution provides best practice implementation with the outcome having a central system for multiple stakeholders to review, edit and approve disclosure documents, enabling enhanced digital governance while maintaining the fund’s strong visual brand and tone of voice.
transform project managed and delivered end-to-end the onboarding of a total of 22 documents onto the Objective Keystone cloud software that underpins our transformative offering.
This approach allowed Brighter Super to draw on our expertise and deep knowledge of the financial services industry and our unique, specialised software skillset that caters to onboarding our client base of small- to medium-sized financial services organisations.
Through transformative, we provided a service that meant the onboarding process was pain free for Brighter Super. We took care of the onboarding, from the first discovery and assessment stage, to breaking down the documents into the parts needed to transfer it from the traditional manual paper-based solution to a complete digital solution, right through to managing the training of stakeholders to use the software and a complete handover to the Brighter Super transformative Champion, enabling them to be fully self-sufficient for all future disclosure updates.
Brighter Super has now onboarded a total of 22 documents, which were delivered on time and under budget. Examples of some of these documents can be viewed here:
- Accumulation account Product Disclosure Statement
- Insurance Guide – Local Government and Associated Industries
- Investment Choice Guide
- CleanCo Corporate Plan Summary
Brighter Super design and branding is maintained on the software, ensuring branding is preserved while decreasing the time it takes to produce and publish the documents.
Brighter Super’s transformative ‘champion’ can manage all updates internally, following the initial onboarding.
Care
Super
Success Story
When CareSuper needs PDSs and insurance guides that are both member and compliance friendly, or significant event notices and managed services, they regularly turn to transform for help.
When CareSuper need PDSs and insurance guides that are both member and compliance friendly, they regularly turn to transform for help. Our PDS and insurance work over the last five years has given us in-depth knowledge of CareSuper’s value proposition, product, process and brand.
We’ve developed member and employer insurance communications covering everything from the merger with Asset Super to transferring corporate arrangements to a change of insurer. Our PDS work covers CareSuper’s core and corporate arrangements.
We’ve produced:
updated Insurance Guides and PDS documentation, and
member Significant Event Notices.
Clear, engaging, compliant insurance and PDS materials.
Making the process easy for CareSuper by managing everything from content to design and artwork to stakeholder reviews.
who we are
Joanne Powell
CEO / OWNER
Joanne has delivered process improvements, product launches, disclosure document updates and communication improvements, on both a large and small scale, within project and business-as-usual environments, across the banking, finance and wealth industries. Joanne acquired Transform Communications, rebranding it as transform consulting, in December 2022.
Christine Dvoracek
STRATEGIC Advisor / FOUNDER
Christine has lead complex super, reward, benefit, HR, merger and change communications programs from strategy to delivery. Christine started Transform in 2003 with a vision of delivering tailored strategies and solutions that make a measurable difference for clients. Christine is excited to be working alongside Joanne, as Strategic Advisor, on the next chapter of the business.
our valued clients
