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Create Powerful Customer Experiences

Financial institutions and banks need to navigate stringent regulatory rules (with regional differences), while ensuring your brand stays consistent across your channels and locations. OneTouchPoint brings production efficiencies and marketing effectiveness to create secure, powerful brand engagements across all customer touchpoints.

OTP bank

Financial Services Marketing Strategy

Onetouchpoint Solutions Diagram

Integrated Marketing + Technology Enabled Controls

For banks, credit unions, and other financial institutions, tight industry regulations mean any new marketing communications must go through careful approval processes to ensure messaging meets guidelines and restrictions. Our integrated marketing services platform – U.Connect, is a purpose-built solution that empowers national and local marketing teams, ensuring campaigns are on time, on message, on brand and compliant.

  • Ensure content meets stringent regulation (with differences between regions)
  • Automate approval processes & manage user access at 1:1 level
  • Dynamic templates ensure approved content, assets and communications stay on brand – and meet compliance standards 🔗
  • Produce assets with expansive print capabilities, including location and in-branch displays, direct mail, packaging, critical communications, marketing assets, and more.

Content Lifecycle Management

Take the assessment to learn how to get content created, approved, and distributed with a Content Lifecycle Management platform. Create seasonal promotions, run marketing campaigns, eliminate waste, create efficiencies across the marketing supply chain, manage your brand and locations faster and smarter.

Get the Assessment

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