Work Management and Digital Asset Management for Financial Services

Get Experiences To Market Faster—Without Sacrificing Compliance

Aprimo outfits Financial Services organizations with the capabilities they need to take on the industry’s disruptive upstarts and global heavyweights and drive next-generation marketing—all while remaining compliant with regulations across any geography. Get personalized, rich experiences in front of your banking, wealth management, and insurance customers faster with Aprimo.

Download the Aprimo for Financial Services Datasheet
Work Management and Digital Asset Management for Financial Services

Aprimo Empowers the Entire Financial Services Industry

Banking

Banking & Payment

Grow customer lifetime value with richer, more relevant cross-selling marketing efforts.

Wealth & Asset Management

Wealth & Asset Management

Reach the next generation of investors with on-brand, timely content and messaging.

Insurance

Insurance

Boost digital customer engagement, whether marketing to customers, agents, or both.

Demystify Agile Marketing for Financial Services

What Agile is, why it’s important—and how it works

From Planning and Budgeting to Creating and Managing Digital Content, Aprimo Does it All

Take your marketing to the next level with planning, AI-powered workflow automation, centralized review and approval, and centralized digital content management. Streamline all of your ‘behind the scenes’ marketing work.

Get to Market Faster

Get to Market Faster

Get personalized experiences in front of your customers—wherever they are—faster.

Ensure Compliance

Ensure Compliance

Auditing capabilities keep all marketing activities and content compliant with country-specific regulations.

Evolve Your Teamwork

Evolve Your Teamwork

Review, annotate, and approve all in a single compliant environment.

Collaborate Smartly

Collaborate Smartly

Send less email and waste less time on rote processes with AI-powered automation.

Take Action with Insights

Take Action with Insights

Get simple, interactive reports to see what’s working and what needs improvement.

See the Bigger Picture

See the Bigger Picture

Take control of the entire content lifecycle to create better, more engaging content that sticks with customers.

Reverse Engineering the Customer Experience for Financial Services

to delight customers and outmaneuver competitors

Recommended Resources

APEX Award Winner Q&A – Citizens Bank

APEX Award Winner Q&A – Citizens Bank

Citizens Bank has elevated marketing while also mitigating legal risk by managing work with Aprimo.

Yorkshire Building Society – Success Story

Yorkshire Building Society – Success Story

Aprimo helped YBS better control workflows, approvals, and the quality of their campaigns.

A Buyers Guide for Digital Asset Management Solutions

DAM Buyer's Guide for Financial Services

DAM systems help financial services organizations organize, store and retrieve rich media and manage digital rights and permissions.

The Essential Guide for the Marketing Resource Management Buyer

MRM Buyer's Guide for Financial Services

Leading financial services turn to marketing resource management to support their marketing strategies and maximize their resources.

Your Financial Services Content Can Do More For You

Aprimo for Financial Services helps your team work better together to get the most from your content. Better ROI, less email, more streamlined collaboration—Aprimo does that and much more for your team.