Donnelley Financial Solutions, Inc. is a financial communications services company that supports global capital markets compliance and transaction needs for its corporate clients and their advisors (such as law firms and investment bankers), and global investment markets compliance and analytics needs for mutual fund companies, variable annuity providers and broker/dealers. The Company provides content management, multi-channel content distribution, data management and analytics services, collaborative workflow and business reporting tools, and translations and other language services in support of its clients' communications requirements. The Company operates in two business segments: United States and International. The United States segment consists of three reporting units: capital markets, investment markets, and language solutions and other.
The United States segment services capital market and investment market clients in the United States by delivering products and services that helps to create, manage and deliver accurate and timely financial communications to investors and regulators. It provides its capital market and investment market clients with communication tools and services to allow them to comply with their ongoing regulatory filings, primarily with the Securities and Exchange Commission (SEC). In addition, it provide its clients with communications services to create, manage and deliver registration statements, prospectuses, proxies and other communications to the SEC, and their shareholders and investors. It also provides virtual data rooms to facilitate the deal management requirements of capital markets and mergers and acquisitions transactions, and provides data and analytics services that help professionals uncover intelligence from financial disclosure contained within public filings made with the SEC. The United States segment also includes language solutions capabilities, through which it can translate documents and create content in approximately 140 different languages for its clients.
The International segment includes its operations in Asia, Europe, Latin America and Canada. Its international business is primarily focused on working with international capital markets clients on capital markets offerings and regulatory compliance related activities into or within the United States. In addition, it provides services to international investment market clients to allow them to comply with applicable SEC regulations, and it provides language solutions to international clients. It works with capital markets clients around the world.
The Company's business is diversified across a range of products and services that enable it to work with companies and their advisors at different points across the business lifecycle, including private companies, public companies and companies that have filed for bankruptcy. Its clientele is primarily focused in three areas: capital markets, investment markets, and language solutions, and it also provides clients with data and analytics services and products. Its Global Capital Market (GCM) clients consist primarily of companies that are subject to the filing and reporting requirements of the Securities Act and the Exchange Act. It also supports public and private companies across the mergers and acquisitions transaction process, and in public and private capital markets transactions with deal management solutions focused on aiding transactional efficiency from inception to completion. It provides a range of products and services to help its GCM clients comply with disclosure obligations, create, manage and deliver accurate and timely financial communications and manage public and private transaction processes. It also provides GCM clients with data and analytics services focused on uncovering intelligence from financial disclosures and offering distribution of company data and public filings. It also provides Electronic Data Gathering, Analysis and Retrieval (EDGAR) filing services. It also offers a cloud-based disclosure management system called ActiveDisclosure that allows its GCM clients to collaboratively create, review and distribute financial communication and regulatory compliance documents on their own systems and then file directly on the SEC?ÇÖs EDGAR system and File 16 for Section 16 filings.
The Company provides services for GCM clients across the course of public and private business transactions, including those transactions that are subject to the requirements of the Securities Act. It assists its clients with certain transaction-related EDGAR filing and print services (including registration statements, prospectuses, offering circulars, proxy statements and eXtensible Business Reporting Language (XBRL)-tagged filings), as well as with the technical aspects of the regulatory filing process. The Company offers Venue Virtual Data Room product, which is a cloud-based service that allows companies to organize, manage, distribute and track corporate governance, financing, legal and other documents in an online workspace accessible to internal and outside advisors alike. Its GCM clients use Venue Virtual Data Rooms for capital markets transactions, mergers and acquisition transactions, and other transactions to facilitate their document management and due diligence processes.
The Company provides products and services to clients operating in global investment markets (GIMs) within the United States and internationally, including the United States-based mutual funds, hedge and alternative investment funds, insurance companies and overseas investment structures for collective investments (similar to mutual funds in the United States). It also provides products to third party service providers and custodians supporting investment managers, and it sells products and distribution services to the broker networks and financial advisors that distribute and sell investment products. It services the variable annuity and variable life providers, and various funds use its software products to create reports, prospectuses, fact sheets and other marketing and disclosure documents for distribution or submission to investors and regulators. It offers its GIM clients a set of products and services, including its FundSuiteArc software platform. FundSuiteArc is a suite of online content management products, which enable its GIM clients to store and manage information in a self-service, central repository so that compliance and regulatory documents can be edited, assembled, accessed, translated, rendered and submitted to regulators.
The Company supports domestic and international businesses in a range of industries by helping them adapt their business content into different languages for specific countries, markets and regions through a suite of language products and services. Its suite of services includes translation, editing, interpreting, proof-reading and multilingual typesetting, plus specialized content services, such as transcreation (cultural adaptation of marketing materials), copywriting, linguistic validation by subject matter experts (specifically in the medical sector), transcription, voice-over, subtitling and localization (Website software adaptation for a specific market). It also provides application testing and quality assurance, which enable performance of Web, desktop and mobile applications, as well as cultural consulting services, helping corporations with their cross-cultural communications. It also provides its suite of services to clients through project-by-project or preferred vendor arrangements. Its language solutions services are supported by its language technology, including a Translation Management System (MultiTrans) with terminology management and translation memory features that stores terminology preferences. In addition, it offers a Website translation service, which is a cloud-based platform that enables Website translation.
The Company's Data and Analytics service also helps professionals uncover intelligence from financial disclosures, offering distribution of company data and public filings for equities, mutual funds and other publicly traded assets through Application Program Interfaces (APIs), online subscriptions and data licenses. It extracts critical company data in real time, verifies its accuracy, converts it to value-added formats, and stores the information and then provides clients access to the data through various delivery methods. In addition to access to data sets, it provides subscription-based desktop and Web tools for data analysis. EDGARPro enables investors, analysts, lawyers, auditors and corporate executives to access detailed company information, as-reported and standardized financial data, SEC filings, stock quotes and news. I-Metrix, a Microsoft Excel plugin, provides XBRL-tagged financial statement data through a Web interface for data downloads. Its additional offerings include solutions for E-Prospectus, Investor Relations Websites, and XBRL data set creation and validation for use outside of SEC filings.
The Company competes with Merrill Corporation, Toppan Vite, Summit Financial, RDG Filings, Vintage Filings, Certent, Trintech, Workiva, IBM Cognos, SAP and Oracle, Dropbox, Box.com, Command Financial, Millennium, DG3, Confluence, Kneip, Data Communique, VG Reed, Wurst, Mcardle, Marek Group, FGS, Universal Wilde, Fitzgerald Marketing, Allied Printing, Broadridge, Computershare, DST Systems, TransPerfect, Lionbridge, SDL, Moravia, Hogarth, thebigword, Across, Welocalize, Sajan, ProjectOpen, Wordbee, Cloudwords, Smartling and Memsource.
35 W Wacker Dr
The company trades on NYSE exchange. The company headquarter is located in CHICAGO, ILÂ . The company was established in the 1983.| Ticker | DFIN |
| Long Name | Donnelley Financial Solutions, Inc. |
| Short Name | Donnelley Financial |