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Producing engaging, on-brand marketing collateral is not as easy as it sounds. Particularly when you add regulatory compliance into the mix.

Too often, Marketing can feel like administrative drudge rather than creative buzz.

Our marketing automation tools can help.


Accessible workflow solutions enable online collaboration, reviewing and approval – significantly reducing marketing admin


Automated publishing tools will help you generate branded factsheets, KIIDs and slide decks quickly and accurately


    Intuitive project management software makes keeping track of multiple projects easy


User-friendly Microsoft templates and content libraries make brand-compliant, accurate and professional presentations and documents easy

Common Challenges

Our extensive experience with financial and professional services clients – large and small – has shown that all Marketing teams face similar challenges:

Project management of marketing campaigns – co-ordinating multiple agencies and internal teams
Ensuring regulatory compliance; minimising the risk of non-compliant financial promotions
Marketing resource management – managing an increasing workload with limited resources
Admin overload – marketing creativity stifled by inefficient processes, duplication and rework 
Delivering reports that evidence Marketing’s impact – without devoting all your time to MI
Making sure marketing material, sales presentations and proposals are on brand

Our Solutions

We can solve these challenges!


Achieve ever-tighter deadlines

DotApprove’s intuitive content management and compliance software speeds the marketing production process
Speed up the approval process
Real-time collaborative reviewing and online approval in DotApprove means faster sign off. Duplication and version control issues are eradicated for seamless financial promotions production

Remove unnecessary marketing admin

Collating changes, managing multiple versions – producing marketing materials can be labour-intensive. DotApprove removes inefficiency: online proofing and collaboration dramatically reduce marketing administration
Ensure brand consistency
Brand management made easy. Branded presentation templates are locked down in RightSlide, while OnBrand does the same for your Word documents

Manage projects seamlessly

Painless agency briefing, real-time collaborative reviewing and online Compliance approval save Marketing time and budget. Deadline reminders ensure no steps are missed
Keep on top of a growing workload 
Keep track of multiple projects on user-friendly collaboration and project management software
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