Most financial services and insurance organizations today are struggling to take control of their marketing and customer experiences as many new competitors enter the market and significantly change the landscape.
While most firms have some marketing process in place, it’s often a process that means you constantly miss your deadline, burn out teams, go over budget, or do work that is just not aligned to the overall marketing strategy—all of which keeps your marketing team from realizing wider company goals.
Have you ever stopped to consider that maybe this chaos that you’ve accepted as unchangeable is harming your marketing efforts? It might be preventing you from quickly reaching that new investor, cross-selling beyond a checking account, or delivering the best agent experience possible.
Take Control of Your Marketing Chaos
Bringing order to the chaos of modern marketing is no longer optional, it’s essential. Streamlining the way ideas transform into experiences will help financial services and insurance organizations get ahead of quickly expanding industry conglomerates, as well as disruptive start-ups.
Financial services and insurance marketers need to solve four main challenges to take control of the chaos:
- How can you better collaborate across all the different teams required to deliver customer experiences?
- How can you balance agility and time-to-market with the regulatory and compliance needs required by financial services and insurance companies?
- How can you be more transparent and more quickly provide operational insights?
- How can you save time, so your teams can focus on what matters most—delivering exceptional customer experiences?
Work Management Streamlines Marketing Chaos
Many financial services firms answer those four questions with a simple project management tool. However, for the unique needs of financial services, these tools typically can’t meet your needs around automation, agility, auditing, compliance, reporting, and insight-driven marketing.
Work management is much more than just a place to store tasks. Here’s a list of some of the most important business benefits of work management.
Company-level Benefits
| Benefit | How the benefit helps you |
| Visibility and transparency | Pivot and react to changing market realities faster when you understand what’s in process, including scope and budget. |
| Agility and automation | Get to market faster by automating task handoffs and reporting. |
| Streamlined collaboration | Provide a single place for mission-critical collaboration, communication, content mark-ups, and reviews and approvals. |
| Optimize your people | Confidently assign the right task to the right person at the right time so that your people—you’re most important asset—don’t get burnt out. |
| Marketing insights | Calculate more accurate marketing ROI and identify areas of operation that can be improved. |
| Reduce risk | Ensure all auditing, regulatory, and compliance needs are met without any extra manual effort. |
As with any technology though, the real benefits are for specific users and how work management can make their jobs (and lives) easier. Here’s a sampling of roles that we typically see get the most out of work management.
Individual-level Benefits by Role
| Role | How work management helps |
| Project Managers | Provide more visibility, automation, and agility to adjust deliverables, assignees, and other factors as needed. |
| Creatives | Pin ideas and manage creative workflows, reviews, and approvals. |
| Digital | Coordinate with marketing counterparts to better reach the next generation of buyers, agents, and investors. |
| Marketers | More quickly execute personalized, compliant, and on-brand customer experiences by optimizing content, operations, and planning. |
| Legal & Compliance | Remain compliant and complete audits quickly—without sacrificing exceptional customer experiences. |
| Customer Experience Leaders | Gain insights to make data-driven decisions and ensure they are spending on the experiences that matter most. |
A Better, Smoother Work Experience
At the end of the day, work management seeks to solve one core need that everyone, from the CEO of an organization to the individual contributor, wants right now: a seamless work experience.
If you want to learn more, check out our materials here to get analyst reports, buyers guides, case studies, and more.