Financial Services
Effortlessly orchestrate multichannel marketing & procurement operations, streamline workflows, ensure brand and regulatory compliance – at every touchpoint.
Centralize & govern branded assets.
For banks, credit unions, financial advisors, 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.
The end result?
Marketing teams ensure access to the most up-to-date brand materials – keeping them on brand and compliant.
Maximize procurement & production efficiencies.
With flexible offerings that can adapt to your business needs, pick any (or all) of the solutions that work to meet your business needs – from managed services, commercial print, on-demand printing, order management, kitting, mailing, warehousing to full distribution capabilities – under one roof.
Our decades of process experience, production know-how and teams of experts will maximize efficiencies, save time and resources, and reduce vendor management complexities.
Reduce risk with tech enabled controls.
We’ve built our technology platform and solutions to support some of the largest financial services brands in the US. Our OTP One platform controls everything from user access, to pricing levels/lists, to shipping types and more, all driven by your set business rules, tech enabled controls and automation, ensuring the brand stays on point – and most importantly, compliant.
And because our platform is flexible, it can be customized to fit your unique business needs.
- Comprehensive rights management to control user access
- Set what content can – and can’t be – changed with modular templates
- Easily lock down content blocks to ensure state/federal compliance
- Set budgets, funds and pricing of assets at a user / group level
- Govern marketing campaigns
- Automate approval workflows
- And more
Case Study | Leading Financial Services Case Study
- Centralized control of the company’s assets
- Security & confidentiality of sensitive PII
- Exceeded stringent accuracy standards
- Streamlined costs by minimizing waste, standing inventory & reduced nationwide shipping costs
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