Brand Portal for the Financial Sector

As a financial services company, you want to position yourself as a reliable and consistent brand. You achieve such an optimal brand experience when you consistently use the chosen corporate identity in all communication tools. Whether it’s the brochures, facade signs, business cards, corporate clothing, flags or social media banners. This means that the process of ordering, customizing and producing all communications must be carefully coordinated.

With a Brand Portal, you get that consistency in the communication process. It provides one online platform for all users, with all desired marketing assets. Procurement management gets an automated flow, branding is guaranteed through corporate identity templates, and you add modules for budgeting or inventory as needed.

A Brand Portal gives financial companies a complete platform for formatting and ordering all communication products. Online and offline. There is one central management system, with decentralized capabilities for different users. Employees make local changes to the materials within the corporate identity templates.

A main administrator, often someone from the marketing team or head office, has control over all settings. Setting the assortments and budgets or links to suppliers. The system is modular and if required can be connected to ERP solutions or financial software such as SAP or Exact.

Automating operational marketing work saves cost and time while ensuring consistent branding.

The portal organizes the growing collection of templates, images and files. Anyone working on communications is able to modify and use materials at any time and from any location while maintaining the corporate identity. Collaboration becomes more efficient, materials are created faster and file searches are quicker.

As an organization, you can be confident that all marketing activities take place within the brand identity.

A Brand Portal has a webshop module for all print orders. Each user orders the print materials themselves, even linked to an individual budget. As administrator, you choose which products to offer in the webshop. Business cards, posters, HR documents or banners. Basically all visual materials that can be printed.

A user edits, orders and downloads print materials. The ordering process is fully automated. A placed order is ready for immediate production. As an organization, you select which manufacturer you want to send which order to. Through the order history in their own account, your employee can easily re-order or re-quote.