Online proofing for financial services

Financial services marketing: highly competitive, tightly regulated

long free trail

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. 




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.


  • 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:


Raves from financial services marketers

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




“After a period of research, and after looking at numerous solutions, ProofHQ ticked all boxes. It’s a less demanding and a more cost-efficient solution than all the others we considered.”

Pietro Diana, Creative Director, 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








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

Sarah Caldwell, RIAS Plc