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Financial Services


Ensure Consistent Messaging

Whether representatives are in the field marketing to prospects, or at the office downloading a flyer, know the assets they’re sharing match your brand’s content strategy plan.


Tackle Brand & Regulatory Compliance

A marketing on-demand solution gives agents, wealth managers, advisors and branch offices permission based access to regulatory compliant marketing pieces that can be edited at any time with client information.


Target The Right Audience

With single-sign-on access, representatives can implement strategic target marketing tactics to continue to grow and manage their business where it matters most.

With MarcomCentral’s self-service marketing platform, financial institutions and insurance companies can now keep up with constantly evolving regulatory guidelines while ensuring brand identity. Alleviate potential conflicts and spend more time actually marketing.

Related Resources

See how other financial services clients have had success with MarcomCentral’s Enterprise implementation:

Modern Woodmen Case Study

Modern Woodmen of America is one of the largest fraternal benefit societies in the United States with over 750,000 members. By implementing MarcomCentral’s online portal, their annuity and life insurance marketing departments freed up much needed time by giving field representatives the ability to edit marketing materials when they needed to and within the guidelines of their regulatory compliance officers.

World Bank Group Testimonial

The World Bank Group is an international financial institution with over 174 countries involved in their organization. They needed a platform that was fast, efficient and easy-to-use within the entire organization. Once they implemented MarcomCentral, they established a multi-cultural, multi-lingual environment where all offices could access, localize and distribute compliance approved marketing materials on-demand.

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