Online proofing for financial services

Financial services marketing: highly competitive, tightly regulated

 

Marketing teams in the competitive financial services industry must deliver compelling marketing messages, maintain brand compliance, and abide by strict regulatory rules regarding content. Financial services products range from credit cards to mortgages, and all materials must be consistent and compliant. The rapid growth of digital media further challenges marketing teams. Some customers still prefer paper, while others want everything on their mobile. Printed materials like statements and inserts must have the same look and feel as online and emailed versions of the same communications. Personalization adds another layer of complexity, review and approval. 

 

financial_services_market_analyze2-resized

 

problem 1 solution 1
For the highly regulated world of financial marketing, reviewers require a proofing system that collates and archives comments from a variety of reviewers, from creatives to executive management to legal and compliance departments. With tight deadlines and small staffs, marketers don’t have time nor bandwidth to chase and collate comments, revisions and final sign offs. Because of the importance of multi-channel communications, teams also need a proofing tool that supports both traditional print and digital media. Easy to implement with impressive ROI, ProofHQ delivers proven results for marketing teams in retail banking, credit services, insurance, investment banking and investment management. It supports design projects across all media, including personalized direct mail, transpromotional statements, PURL landing pages, mobile marketing and emails, plus traditional print and broadcast ads, email, inserts and brochures and signage. The ability to track each step of the creative approval process helps marketers satisfy compliance and audit requirements.

 

benefits1
  • 56%* faster project delivery for quicker speed to market
  • Integrated development of multi-channel marketing
  • Real-time collaboration and feedback across global teams
  • Greater visibility into project bottlenecks
  • Approval accuracy and time-stamped audit trail
  • Average number of revisions reduced from 3.9 to 2.8*, a 29%* reduction.
  • Streamlined proofing reduces time spent managing reviews by an average of 59%*.
  • On average, Internal Rate of Return is 4,441%*, or $40 for every $1 spent on ProofHQ.

*Find out how ProofHQ measures up for marketers like you. For the full Intellilink study, download your free whitepaper: www.proofhq.com/roi

 

Raves from financial services marketers

Here’s what financial services marketers have to say about productive ProofHQ proofing tools and automation.

 

 

Paul Stafford, Admiral Group

"Since the introduction of proof hq we have been able to eliminate our old paper based sign off system. This has dramatically improved transparency, workflow and efficiency of turnaround, significantly speeding up artwork approval. All work has a thorough audit trail and version control, essential for a regulated industry. In addition it has also improved communications between all the various departments involved, including third parties, compliance and marketing."

Paul Stafford, Creative Studio Manager, Admiral Group

 

 

lesley mathieson kwik fit insurance services 1

"We have been using ProofHQ for about 9 months now.  We had a fairly basic process for approval of marketing material before.  ProofHQ has made our process more efficient, and the big plus is having a complete audit trail for each piece of material."

Lesley Mathieson, Senior Compliance Advisor, Kwik Fit Insurance Services

 

 

 

 

 

 

Ras_plc

“Brilliant, we can't do without ProofHQ now!”

Sarah Caldwell, RIAS Plc