Executive Summary

70%
CMO's and marketers stated their top priorities as integration and content digitisation

Source: Gartner

Standard Digital Marketing Strategy:

Silo Strategy

Most financial service companies have invested in new digital platforms. From new websites, to enterprise CRM and marketing automation solutions.

However the financial industry has historically been built around departmental silos. In banking, teams work on their own initiatives with limited collaboration.

In 2019 marketing is all about the customer experience. One that is integrated across multiple channels and touch-points. To find success marketers and technologists will have to link cross business initiatives and disciplines together.

80%
of marketing technology budgets increased in 2019. Focus on improving customer experience.

Source: Gartner

Enhanced Digital Marketing Strategy:

Integrated Strategy

Integrated financial content is key to the modern marketing strategy. Product information runs across multiple touch points including web, social, CRM and marketing activities.

iPlus from IPS offers a solution to manage your financial data, documents, and content. With a single click of a button, fact-sheets, marketing material, website content and channel distribution can be completed.

iPlus helps create legal and compliance approved content, that is trusted by the world's leading investment companies.

iPlus Financial Content Management

IPLUS IS AN ALL-IN-ONE CONTENT MANAGEMENT SOLUTION.
DESIGNED FOR FINANCIAL SERVICES TO SAVE TIME, MONEY AND REDUCE DATA RISKS.

CONTENT
AUTOMATION

Factsheets, KIIDs, marketing collateral

COMPLIANCE
READY

Built in legal and compliance controls

CLOUD
SECURE

Cloud-based solution with industry-leading security

iPlus Concept

Automates the production of large volumes of documents

Streamlines distribution of data and information, in structured and unstructured formats, via digital channels

Ensures consistency of digital content with all corresponding documents types

Manages knowledge of product range to simplify production and distribution

The bonus is that in addition to extending our service to our sales team, fund managers, consultants and customers, we have also saved ourselves a great deal of money.

Mark Smith, MD, BNY Mellon

A live demo paints a thousand words.

Request a 20 minute personalised demo that will help transform your digital vision and roadmap.

When we met them they came across as very convincing that they could do the job. I looked them in the eye and I trusted them to deliver - which they did. They are very professional and I can't recommend them highly enough.

Mark Smith, Managing Director - Investment Information Service, BNY Mellon Investment Management EMEA