<img src="https://secure.leadforensics.com/29321.png" style="display:none;">

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.

Bulb-1.png

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

List-red.png

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

Magnifier-1.png

    Intuitive project management software makes keeping track of multiple projects easy

Head-1.png

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:

img9.png
Charts.svg
Project management of marketing campaigns – co-ordinating multiple agencies and internal teams
Clip-Board-Small.png
Ensuring regulatory compliance; minimising the risk of non-compliant financial promotions
Paper-magnifier.svg
Marketing resource management – managing an increasing workload with limited resources
Papers-3.svg
Admin overload – marketing creativity stifled by inefficient processes, duplication and rework 
Columns-2.svg
Delivering reports that evidence Marketing’s impact – without devoting all your time to MI
Head-pencil.svg
Making sure marketing material, sales presentations and proposals are on brand

Our Solutions

We can solve these challenges!

img10.png
Medal.svg

Achieve ever-tighter deadlines

DotApprove’s intuitive content management and compliance software speeds the marketing production process
Charts-Arrow.svg
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
Head-Pencil-1.svg

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
Check.svg
Ensure brand consistency
Brand management made easy. Branded presentation templates are locked down in RightSlide, while OnBrand does the same for your Word documents
Papers-1.svg

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
Columns-1.svg
Keep on top of a growing workload 
Keep track of multiple projects on user-friendly collaboration and project management software
  • 2018-06-15 11:55:34 How can Marketing help banks reduce their conduct risk?

     Last month, the Financial Conduct Authority released the second report based on its ‘5 conduct questions’. The questions cover all aspects of compliant conduct – but some are very pertinent to banks’...

    Learn More
  • 2018-06-08 15:08:59 The 5 SEO basics you need to get right

     With all the talk of GDPR recently, we thought it was time for a change of subject. How’s your web traffic? Particularly in light of the new rules, encouraging people to your website is arguably more...

    Learn More
  • 2018-06-01 13:26:43 What can you learn from the most valuable global brands?

     This week, communications giant WPP and research agency Kantar Millward Brown released their 2018 BrandZTM Top 100 Most Valuable Global Brands rankings. Here we look at what the 2018 results tell us,...

    Learn More