Financial Services

Fortune 100 Global Financial Institution with 500+
North America Branches and Multiple Service Divisions

A global financial institution required an efficient and streamlined way to manage information about its branches, contacts and various divisions as well as to manage collateral access and ordering based on advanced rules related to type, segment, class and branch profile.

An additional strategic goal was to manage and deploy marketing funds to each branch in order to provide dollar limits on marketing usage and to measure cost of marketing. Finally, the organization wanted to reduce marketing support costs by providing branch users with an easy, automated way to customize collateral  material online and integrate these customized templates with print on demand ordering services.

Key Business Requirements

• Manage detailed profiles on 500+ U.S. branches as well as multiple divisions. Profiles to include detailed information on fixtures, language and business segments served by branches
• Apply Type and Segment rules to online collateral ordering
• Integrate collateral ordering fulfillment through automated data exchange with large warehouses
• Manage online alerts to each individual branch
• Provide access to bank initiatives and promotions by type and segment with specific expiration dates
• Tie collateral material and electronic assets to specific initiatives
• Provide reporting and optimization tools
• Enable Partner Contacts to customize a wide range of print-on-demand assets such as ads, posters, invitations, events in a box, and business cards, among others
• Integrate print-on-demand services to provide a complete fulfillment service
• Automate the process for requesting sponsorship requests, including workflow for management approval and e-notification of approval
• Manage co-op marketing funds for collateral and print-on-demand as well as sponsorship activities and allocate and manage co-op marketing funds at a branch level
• Provide visibility of co-op marketing funds usage and funds available throughout each level of the organization
• Implement a seamless login from the Corporate Intranet (SSO)