Finance Industry

The freedom to express the brand but stay compliant

Financial marketers have a tough job! Not only do you have compliance and legal going through everything with a fine tooth comb making deadlines harder to meet and sucking up your department’s time, you also have to try and keep track of where all of your collateral ends up so you at all times can track it back to source, and make sure it gets reviewed at regular intervals.
That’s before you even get started with any strategic work grappling with how your business responds to the ongoing digital transformation, FinTech start-ups and influencing other internal departments.

Finance brands who trust Brandworkz


Problems Brandworkz solves in the finance industry

#1 Manage your content creation processes

You will likely have review and approval software already, but this may not be flexible enough to map to your actual internal processes, rejection paths, etc. which could be 20-30 steps, and therefore parts of the process and audit trail is in a somewhat ambiguous state, which of course means that compliance is going to get grumpy.

On approval you may also not be able to consistently link back to the master artwork which the items are based on (InDesign, Photoshop, etc) so when modifications are needed this then becomes troublesome. And indeed, the images and graphics used in that master artwork may be stored on some designer’s desktop as your current tool doesn’t offer any integration with their desktop software.

Brandworkz solves all of the above issues.

#2 Manage your content distribution

Once your images, artworks, videos, etc. have made it through approval, they will then typically be used in at least half a dozen other systems, such as your CMS, CRM, MS Office, etc. – cue lots of tedious duplication/uploading, prone to human error.

Through integrations with your MarTech stack, Brandworkz can eliminate this and maintain the links back to the master including audit trail, version updates and expiry dates, as well as sending asset alerts on new versions or expires to people who have downloaded these items manually.

You can indeed also use our web-to-Publish module to automatically create on-brand artwork with up-to-date data from separate data sources such as fund databases and CRM systems.

#3 Manage your brand image and positioning

Whether you are in retail or selling through intermediaries, there will be a lot of different groups of people, both internally and externally, who need to understand your brand image and positioning in detail.

This may be anything from intermediaries who need to be fed with the latest sales material, to iOS App developers developing your new mobile app, to local creative agencies who need to understand what effective collateral already exists so they don’t reinvent the wheel.

Our system can help.

Key features for finance brands

Workflow & Annotation

Streamline, track and audit your marketing production processes – however complex


Stop spending valuable time, money and resources on manual, low-level artwork changes

Brand Showcase

Show people what good looks like and stop them reinventing the wheel by promoting best practice

Case studies from some of our finance and insurance clients