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Aprimo for Financial Services


Deliver Personalized Customer Experiences Across Every Channel

Aprimo orchestrates and streamlines all the behind the scenes activity required to deliver exceptional customer experiences.

Banking
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Meet regulatory demands and

adapt to fast-changing customer

expectations.

Wealth Management
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Reach the next generation

of customers with richer

experiences.

Insurance
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Improve digital engagement

for agents and customers

with engaging experiences.

Better ROI, Higher-Quality Content, Faster to Market

Aprimo empowers marketers to optimize their content, operations, planning, and brand across the content and campaign lifecycles.

Aprimo digital asset management home-screen

Single Source of Truth

for Content

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Create a single source of truth

for all approved content, not just

marketing, but for all departments

and branches, to deliver a

consistent content-driven

customer experience.

Collaborate
Smarter

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Eliminate chaotic email

communication with AI-powered

workflow and project management

to get the right person involved at

the right time. Ensure compliance

and auditability of all decisions.

Faster Speed
to Market

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Get campaigns that comply with

regulations into market quickly by

streamlining marketing activities

from a single location.

Aprimo provides technology solutions for content, operations, and performance that enable enterprises to optimize their brand experiences and the resources they use to deliver them.


The Aprimo platform gives enterprises the advantage by streamlining and governing all the behind-the-scenes activities – from ideation to distribution – involved in delivering exceptional brand experiences.

Aprimo digital asset management details-screen

The Benefits of Aprimo for Financial Services

Plan and manage all activities

Easily plan and manage all

experiences and campaigns in a

single view

Intelligent workflows

Automated workflows eliminate

manual tasks, reduce time sending

emails, and get experiences to

market faster.

Manage cross-channel content

Find, create, reuse, govern, and

deliver on-brand content for

customers, agents, and

local branches.

Global visibility into priorities

Connect every customer

experience to strategic goals

so teams can better coordinate

priorities

Centralized reviews and approvals

Make reviews and approvals more

collaborative with centralized

markup and annotations.

Your brand, consistently

Ensure the content your team

uses is on brand and that it

complies with all local regulations.

Compliance made easy

Manage full auditing capabilities

for brand and regulatory

compliance of all assets

Data to improve ROI

Back up your marketing strategies

and “behind the scenes” work with

marketing-friendly reports.

Power up the content lifecycle

Manage the whole content

lifecycle—ideation, planning and

budgeting, creation, management,

distribution, analysis, and

archival—in a single platform.

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