20,000
Brandworkz for the Financial Services Industry
Trusted by over 100,000 financial marketers and growing.
How Brandworkz Empowers Finance
Financial marketers face unique challenges, from strict compliance reviews to tight deadlines and time-consuming legal checks. Adding to the pressure, managing and tracking collateral often limits how frequently assets are reviewed.
Streamline Your Content Creation Processes
Your current review and approval software may not fully align with your internal processes, rejection paths, or complex workflows, leaving gaps in the audit trail and creating compliance headaches.
Additionally, linking approved content back to the master artwork (InDesign, Photoshop, etc.) can be inconsistent, making future modifications difficult. Essential assets like images and graphics are often stored on individual desktops, as many tools lack integration with desktop design software.
Brandworkz simplifies and unifies your content creation, review, and approval processes for smoother workflows and better compliance.
Effortless Content Delivery Across Systems
Simplify content distribution with Brandworkz, seamlessly integrating your MarTech stack to ensure accuracy, efficiency, and brand consistency across all platforms.
Simplify Your Content Distribution
Once your content passes approval, it’s often duplicated across multiple systems like CMS, CRM, and MS Office—introducing tedious processes and a risk of errors.
With Brandworkz Brand Management Software for Financial Services, you can integrate seamlessly with your MarTech stack, eliminating duplication while maintaining links to master files. This includes a complete audit trail, version control, expiry management, and automatic alerts for updates or expirations to manual downloaders.
Additionally, our Web-to-Publish module enables the automatic creation of on-brand artwork using up-to-date data from sources like fund databases and CRM systems.
Align Teams, Strengthen Your Brand
Whether you operate in retail or work through intermediaries, many internal and external teams need a clear understanding of your brand image and positioning.
Manage your brand image and positioning
From intermediaries needing up-to-date sales materials to iOS app developers building your next mobile app or local creative agencies seeking existing collateral to avoid duplication, Brandworkz ensures everyone has access to the resources they need.
Explore Our Key Features Today!
Approval stages per year
11,000
Digital assets
6,600
Active users
Investing in Brand Management
Pays Dividends
Rathbone Brothers PLC is an investment and wealth management business based in the UK with 1,400 staff across 15 offices. Founded in 1742, Rathbones manages £47.3 billion for its clients and is listed on the London Stock Exchange.
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Demo Today
Choose a 15 or 30 minute session and chat with our team.
Discover how Brandworkz unites powerful Digital Asset Management with advanced integrations, creating a single source of truth for storing, managing, sharing, and creating brand assets.