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Modern Woodmen Case Study

Creating Compliant Marketing Pieces Sums Up Success

Branded customization of the latest materials for the field was a huge step toward localized marketing that keeps messaging on-brand and compliant with complex regulations.

The challenge

Modern Woodmen of America’s old-school marketing asset management solution needed to go. It was struggling to unite their 1,200+ field representatives under the umbrella of their trusted, family brand. Marketing materials created within internal silos were missing the mark – often governed by an individual representative’s personal preferences and the staff member manually creating them for production.

Financial services marketing at the grassroots level

It was time to find a new platform, but the criteria weren’t so cut and dry. Modern Woodmen’s marketing didn’t rely on blimps or national sponsorships. Representatives operated at a local, grass-roots level, so making local and even personal connections with customers (members) was essential. At the same time, all materials housed and shared within the platform had to get a big thumbs-up from the legal and compliance teams. Plus, the new system had to be user-friendly to guarantee full participation.

Why they chose MarcomCentral

MarcomCentral allowed the marketing team to house corporate-approved templates that could be locally customized to accommodate field representatives’ grass- roots efforts. Legal and compliance teams were fully on board with the guarantee of 100% compliancy of these templates, as dynamic choices restricted any communications from deviating from their strict and evolving guidelines.

The results speak for themselves

MarcomCentral’s innovative platform streamlined marketing operations across every user group internally (from corporate communications and marketing areas, to the print shop and shipping departments) and externally (agencies and field representatives). Branded customization of the latest materials for the field was a huge step toward localized marketing that keeps messaging on-brand and compliant with complex regulations. Unique logins and pre-set access to specific assets made it easy to on- and off-board reps, which was a feature no other company they interviewed could provide.
Modern Woodmen logo

Modern Woodmen of America

Headquartered in Rock Island, Ill., Modern Woodmen is a member-owned fraternal financial services organization. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen currently serves more than 770,000 members across the U.S.

MarcomCentral intelligently spoke to the challenges of our users and offered honest solutions. Of course, the ability for our field representatives to customize materials when they want to and within our guidelines trumps all other benefits and features.

Lisa Hamerlinck

Manager, Marketing Technologies for Modern Woodmen