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.

Aprimo was a critical technology

As a CMO, Aprimo was a critical technology to help me effectively manage a large team and market with confidence.

- Barbara Glasser, - Chief Marketing Officer, Santander Bank

Aprimo Streamlines Content, Operations, and Planning

Digital Asset Management

Digital Asset Management

A single source of truth for all of your financial services content that will streamline the entire content lifecycle, improve productivity, lower content costs, and create better, on-brand content.

Productivity Management

Productivity Management

A work management and collaboration solution that helps simplify and automate all the work and project management required to deliver rich, personalized customer experiences—all while ensuring compliance.

Plan and Spend

Plan and Spend

A planning and budgeting solution that allows you to optimize your marketing and customer experience investments, more effectively plan, and gain visibility into performance insights.

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.

Market with Confidence

Market with Confidence

Avoid regulatory fees and keep all marketing activities and content compliant with robust audit trails, rights management, and reference and claims management.

Evolve Your Teamwork

Evolve Your Teamwork

Review and approve content and spend less time on rote processes with AI-powered automation—all in a single, compliant environment.

Industry Experts

Industry Experts

Work with Aprimo’s financial services experts and be a part of our financial services customer community to help you optimize your Aprimo experience.

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.

Content Lifecycle Management in Regulated Industries Guidebook

Regulatory review isn’t your biggest problem—it’s content operations.

Recommended Resources

Thumbnail: Bank of America Success Story

Read the Bank of America Success Story

At Bank of America, measuring process improvement is an imperative. Find out how Bank of America used Aprimo Plan & Spend and Productivity Management to market smarter.

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.

Marketing with Confidence in a Regulated Industry

Learn how Standard Life confidently executes its marketing plans while mitigating financial risk, successfully managing their reputation, and staying productive through company changes.

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.