Aprimo for Financial Services

Aprimo for Financial Services Brief Thumbnail 1


Deliver Personalized Customer Experiences Across Every Channel

Aprimo orchestrates and streamlines all the behind the scenes activity required to deliver exceptional customer experiences.

  • Banking – Meet regulatory demands and adapt to fast-changing customer expectations.
  • Wealth & Asset Management – Reach the next generation of customers with richer experiences.
  • Insurance – Improve digital engagement for agents and customers with engaging experiences.

Better ROI, Higher-Quality Content, Faster to Market

Aprimo empowers marketers to optimize their content, operations, planning, and brand across the content and campaign lifecycles.

Single Source of Truth for Content

Create a single source of truth for all approved content, not just marketing, but for all departments and branches, to deliver a consistent content-driven customer experience.

Collaborate Smarter

Eliminate chaotic email communication with AI-powered workflow and project management to get the right person involved at the right time. Ensure compliance and auditability of all decisions.

Faster Speed to Market

Get campaigns that comply with regulations into market quickly by streamlining marketing activities from a single location.

Financial Services Product Screens

Faster to Market

  • Plan and Manage All Activities – Easily plan and manage all experiences and campaigns in a single view.
  • Global Visibility Into Priorities – Connect every customer experience to strategic goals so teams can better coordinate priorities.
  • Compliance Made Easy – Manage full auditing capabilities for brand and regulatory compliance of all assets.

More Effective Teams

  • Intelligent Workflows – Automated workflows eliminate manual tasks, reduce time sending emails, and get experiences to market faster.
  • Centralized Reviews and Approvals – Make reviews and approvals more collaborative with centralized markup and annotations.
  • Data to Improve ROI – Back up your marketing strategies and ?behind the scenes? work with marketing-friendly reports.

On-Brand Content

  • Manage Cross-Channel Content – Find, create, reuse, govern, and deliver on-brand content for customers, agents, and local branches.
  • Your Brand, Consistently – Ensure the content your team uses is on brand and that it complies with all local regulations.
  • Power Up the Entire Content Lifecycle – Manage the whole content lifecycle?ideation, planning and budgeting, creation, management, distribution, analysis, and archival?in a single platform.

See how Aprimo can help you unleash the power of content.