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Bank of America powers their marketing with Aprimo

Getting to market faster and keeping track of spend

Marketing operations at Bank of America were challenging. With inconsistent campaign management and measurement, the company needed a means to track, manage, and measure activities in a single place. They chose Aprimo to help them meet those challenges.

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About Bank of America

Bank of America is a global leader in wealth management, corporate, and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. The company serves clients through operations across the United States, its territories, and more than 35 countries.

Bank of America needed work management

To optimize marketing procedures, improve visibility of marketing spend, and better align their marketing efforts to strategic objectives, Bank of America’s Corporate Marketing and Communications team reevaluated the way they plan, execute, and measure their marketing efforts.

The team found that they needed a standardized approach to marketing and to decrease cost and cycle time in order to improve their vast system of marketing operations.

Bank of America sought a marketing planning and operations solution that could

Reduce campaign cycle times

Track marketing spend

Standardize branded content and workflows

Increase visibility across all marketing projects

Align marketing with overall corporate objectives

Analyze effectiveness of campaigns


In the first year of operations, we actually processed invoices 33% faster.

Communications Manager, Bank of America

Bank of America + Aprimo

Bank of America’s team deployed Aprimo Productivity Management and Plan & Spend to resolve their challenges.

“We expanded visibility of financials, moving from a PC-based, standalone Access database to a web-based system that created real-time visibility for all users,” said the Strategic Marketing Manager on Bank of America’s Strategic Planning and Quality team.

Plan & Spend allowed the team to dive into data-driven insights and develop ROI calculations that enabled precise tracking of marketing spend.

With Productivity Management, all appropriate team members could now receive automated notifications and reminders about campaigns in development, speeding up approvals.


The modeling capability in the Workflow & Project Management solution has helped us make better decisions.

Communications Manager, Bank of America

Bank of America upgrades their marketing operations

After implementation, Bank of America saw immediate and measurable results. In addition to shortening approval timelines by 27% with automated creative approvals, Bank of America has also seen more accurate financial reporting.

Bank of America is also using Aprimo to produce executive dashboard reports that help visualize their $1+ billion marketing budget, distribute 250 reports at regular intervals, and generate upwards of 50,000 reports on-demand.


Establishing a consistent process throughout our marketing organization has helped us closely align projects to corporate objectives.

Communications Manager, Bank of America

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