Financial Services

• Faster time-to market
• Full regulatory compliance workflow
• Better visibility and tracking
• Lower costs
• Reduced management time

Financial services marketing teams operate in a highly regulated sector. Marketing material produced by these teams must meet strict financial compliance regulations before release. Marketing communications must also satisfy brand and corporate communications standards.

The need to follow compliance procedures means that marketing approval workflows are complex and involve multiple stakeholders. Comments and approvals on marketing material must be recorded at every stage of the creative process.

In addition, marketing teams are under cost and time pressure. They are being expected to do more with less, but must still deliver projects on time to meet product launch, campaign and other deadlines.

Compliance, control and efficiency for financial services

Some of the largest financial services companies in the world have turned to ProofHQ. Why?

With ProofHQ, approval cycles are up to 50% shorter, meaning projects get to market faster. Complex compliance workflows are easy to manage. Proofs can be routed sequentially or in parallel between the different groups of stakeholders, including compliance team reviewers. Stakeholders in different time zones can collaborate easily. Reference documents can be attached to proofs for the review team to refer to. Reviewers can attach their own reference material to comments and replies in proofs.

As well as improving efficiency of the review and approval process ProofHQ increases visibility into the approvals process. Proof owners can see, at a glance, where every single proof is in the approval workflow, and can proactively reach out to stakeholders who are holding up the process. A full audit trail is maintained so that the review and approval process is fully documented, capturing every action and decision made. This includes archiving capability to maintain and prove compliance.

ProofHQ reduces the amount of administration and manual effort required for review and approval of a variety of file types, reduces the number of rounds of proofing required, and shortens approval cycles. Users can create workflows with stages and gates: For example, once Marketing is finished with files, they can be sent on to Compliance for review and final approval for release.

What are the benefits of using ProofHQ?

Get to market faster: With ProofHQ, your approval cycles are up to 50% shorter as reviewers work more effectively together on the first one or two revisions. This reduces the number of revisions per project and the time it takes for you to deliver the project.

Easily manage compliance: Your compliance teams can provide clear feedback in the correct sequence to keep projects within compliance guidelines. All comments and decisions are saved in real-time and stored in a secure log to provide a complete audit trail.

Reduce cost: By spending less time creating revisions, managing approvals and reviewing the proofs themselves, your whole team is able to recaptures sales, general and administrative (SG&A) overhead costs. This enables your organization to get more done using the same amount of resources. In addition, you save costs by avoiding rework due to errors and omissions.

Spend less time chasing: Spend up to 50% less time managing proofs, and no time chasing and collating comments from revision to revision. All comments are in one place and deadlines are automatically tracked, so that your brand team can focus on delivering great marketing, not project management.

Improved visibility: As well as improving efficiency of the review and approval process ProofHQ increases your visibility into that process. Your brand team can see, at a glance, where every single proof is in the approval process, and can proactively reach out to reviewers or approvers who are holding up the process.