Banking & Finance: Build Marketing Compliance
Financial institutions are among the most heavily regulated industries globally. Given the need to retain trust and reliability, financial brands must meet regulations, industry standards and community expectations. That’s why Simple’s solutions have an uncompromising commitment to building and managing compliance processes within the marketing operations workflow.
Simple Workflow Solutions For Total Compliance
High Visibility Operations
Simplify complex global marketing operations with streamlined processes and clearly defined workflows. Develop a multi-level approval process to identify potential breaches early and avoid costly delays. Get the exact status of every campaign and project, know how resources and budgets are used and get invaluable data on operations.
Reporting and Analytics
In a fast-paced environment with a web of channels, real-time information is crucial for good decisions. Generate and distribute reports and analytics with dynamic tools. Personalise dashboards to enable focused, purpose-defined reporting. Use graphical tools and visuals to convey information easily and drive efficiency.
Efficient collaboration
Marketing operations - asset creation, product information and disclosure documentation, is all about teamwork. Streamline the workflow with optimal touchpoints, online proofing toolkit and collated feedback for high efficiency outcomes. Extend collaborative tools to the approval processes so compliance standards are met within the project workflow.
Approval workflow
It is the safety net of marketing operations. Getting the right sign-offs at the right time is crucial to protecting brand value and meeting marketing compliance requirements in a highly regulated industry. Use multi-tiered, parallel approval mechanisms, with guidelines to enable the right decision making. Enable fast turnarounds with comparison views for reviews, online proofing, version control, collated feedback and deadline setting. Drive efficiency with batch forwarding and approvals.
Historical Audit Trails
Highly regulated industries often need to demonstrate propriety in processes. Introduce accountability with automated audit trails and version control to have a record of every step of the process – edits, approval and asset management. Capture all information and history for easy reference and review.
Digital Asset Management
Market ready digital assets need to be managed for access and use. Get quick, accurate search results with sophisticated AI supported tagging. Search text in images with OCR. Share large files internally and with outside agencies securely. Enable local customisation with on-the-fly reformatting.
Features
Tiered Approvals
Automate the process of sending artwork on to the next tier once it’s approved so the right stakeholder is reviewing content at the right time and no stakeholder gets overlooked. Decrease artwork revisions and compliance issues.
Project Metrics
View a snapshot of your resources. The Metrics feature displays the total available resource hours across all projects, whilst comparing these amounts across departments or specific individuals. A simple way to see how your resources are tracking at any time.
Collaborate
Send your approvals to stakeholders and gather feedback in one central location. See all reviewers’ feedback, and tag others in comments to kickstart conversations. Manage inconsistent feedback at the review stage to avoid additional changes and high revision counts down the track.
Compare Revisions Onscreen
Forget about re-checking emails to find the most current version of work. Artwork version are located within the project and store all feedback, change requests and dates. Compare versions side by side confirm changes and streamline the revision process.
Complete Brand Archive
The ad storage feature provides the secure storage you need to archive your final ads. Admation automatically saves final approved ads to its Ad Storage offering the ultimate in version control and asset management.
Batched Approvals
To expedite the approval process, reviewers can approve a batch of deliverables at the same time. Link comments across several similar files to minimise double handling, or forward select items to additional stakeholders for review in just a couple of clicks.
See how Simple’s Solutions can transform your marketing operations.
Schedule a call to learn how our software is helping teams manage their marketing projects, improve ROI and stay compliant.
Our Customers
Testimonials
I can easily see at a glance who has forwarded what task and when it is due. I can also see who has made or requested changes to my work, then easily forward it to our creative team. I also like the ability to view what my team are working on via the Resources tab.
”Ashleigh Popkin
Senior Copywriter
Bendigo Bank
Admation has taken a lot of the risk off the table for us. We’re now confident that things won’t slip through the cracks.
”Gerrad Hennessy
General Manager
Everyday Insurance
I can easily see at a glance who has forwarded what task and when it is due. I can also see who has made or requested changes to my work, then easily forward it to our creative team. I also like the ability to view what my team are working on via the Resources tab.
”Ashleigh Popkin
Senior Copywriter
Bendigo Bank
Admation has taken a lot of the risk off the table for us. We’re now confident that things won’t slip through the cracks.
”Gerrad Hennessy
General Manager
Everyday Insurance
I can easily see at a glance who has forwarded what task and when it is due. I can also see who has made or requested changes to my work, then easily forward it to our creative team. I also like the ability to view what my team are working on via the Resources tab.
”Ashleigh Popkin
Senior Copywriter
Bendigo Bank
Admation has taken a lot of the risk off the table for us. We’re now confident that things won’t slip through the cracks.
”Gerrad Hennessy
General Manager
Everyday Insurance