Rathbones

Rathbones Group Plc

Investing in brand management pays dividends

Rathbones Group Plc is an investment management and wealth management business based in the UK with 1,600 staff spread across 15 offices. Rathbones was founded in 1742 and today manages over £100b billion for their clients and is listed on the London Stock Exchange.

20,000

Approval stages per year

11,000

Digital assets

6,600

Active users per year

15,000

Workflow projects per year

Challenge

Rathbones had been running their marketing production with a paper-based approval system. With so many different business units involved in the regulatory and compliance approval process, it was proving cumbersome to get new marketing materials out the door. Also, with so many people involved in the process, the risk of human error was increasing.

Solution

The transformation from a paper-based approval process to a digital one has resulted in the creation of the PARC system. PARC is now the home for the entire approval process for all new marketing materials created within Rathbones. The system is fully branded to Rathbone’s corporate identity and features numerous complex workflows that branch out into multiple different areas of the business.

Reduction in the chance of human error and improved compliance
Improved speed and efficiency in getting new materials from their digital asset management system out to market
Previously a 30-step approval process was required for new marketing materials, that has been reduced to 11 through improved workflows within Brandworkz
Greater visibility for the compliance team across all ongoing projects
Gained the ability to review all previous workflows and find out who signed off what and when

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Brandworkz Brand Management Software

Brand management software equips your marketers with the tools to ensure a consistent brand experience, optimize marketing operations, and enhance brand value.