Financial Services Marketing

Financial Services is one of the most competitive global industries in the world today. It also has to contend with an increasingly complex regulatory and compliance regime, yet the consumer expectations and demand for more personalized services and products make this an extremely dynamic, fast paced environment for today’s marketing departments.

Financial Services marketing at its best involves huge permutations of offers, messaging and treatment variants and is increasingly scrutinized by regulatory forces. Furthermore, complexity has increased with the emergence of loyalty and partner programs.

These competitive forces in Financial Services marketing result in an often chaotic environment where the ability to meet deadline is stretched; bottlenecks on approvals emerge on a daily basis and re-work costs are significant. Tracking of budgets and spend is difficult and senior credit card marketers just can’t get the program and campaign visibility they need.

Orbis MRM marketing resource management software solves these problems in the fast paced world of Financial Services marketing by providing solutions that enable marketing to:

• Establish budgets and Program Plans
• Automate approval processes across budgeting; spend; creative production
• Plan multiple offers with variable messaging and treatments across all channels
• Reduce campaign development timeline to get to market faster
• Deliver compliance with regulations and brand guidelines
• Simplify Co-branding with credit card Issuers loyalty program partners
• Track Spend and reconcile to finance systems
• Track activity through world-leading calendar and workflow tools
• Store, protect and securely distribute digital brand assets with cloud-based digital asset management software