Leading Financial Institution Solves Creative Compliance Using Argosy

Providing over 1,300 community banks and credit unions with unmatched banking and marketing technology, this leading Financial Services Company has helped its customers achieve controlled growth through new accounts, non-interest income, higher profitability, and increased retention. Founded in 2001 and headquartered in Austin, Texas, this major player in the financial industry continues to dominate the market by recurrently enhancing its wholesale financial services client marketing support.

Exclusive to community financial institutions, the trend-setter offers a dynamic marketing package that enhances its client’s financial products and services with a powerful brand identity. Generating a compelling brand image, world-class advertising, and broad media exposure, the financial company helps its clients drive more quality applicants to their institution while increasing retention as well as profitability.

Before Argosy
As the company’s client base rapidly grew, chief executives began looking for a marketing management platform that could allow financial institutions to order marketing products on demand. However, the company’s biggest challenge was gaining the ability to mechanize production while complying with federal regulations as soon as they became available. In past years, heavy regulations have imposed industry-wide changes that greatly affect how clients conduct business the financial giant needed to find a quick and effective way to manage imposed regulations and changes.

At the time, the financial services company spent abundant resources designing and updating creative materials piece by piece to ensure clients’ and industry requirements were fulfilled appropriately. Inability to use one or a group of templates and pass variable data to the print piece compromised important disclaimer information and clients’ branding as well as compliance with federal regulations.

Now with Argosy
Argosy Optimizes Creative Production

With innovative technology and out of the box ideas, Argosy was able to efficiently solve their production issues by allowing the company to manufacture and manage its clients’ marketing assets under a single marketing platform. Obligated to comply with clients’ branding requirements, unique financial information, and legal disclaimers, Argosy enables the company to produce and update clients’ creative collection simultaneously and all in one easy to navigate place.

Using a single variable form, Graphic Designers can populate or update a group of artwork with different logos, interest rates, product conditions and industry disclaimers fast and easy. Whether it is a simple flyer, a multi-page brochure, or a mix of different items, each marketing piece is populated with the correct information and personalized per client.

How does it work? Argosy can store large sets of open data that can be used to populate one or multiple projects without having to key anything in. This allows users to create, update, and personalize marketing pieces more efficiently and a lot faster.

Argosy Ensures Brand Consistency

Argosy allows the client to preserve its products’ brand identity by specifying what and how content can be modified and by whom, ensuring branding identity is not lost in the shuffle. Argosy’s personalization engine offers the ability to lock down creative components such as logos, text, images, graphics, and more. This feature is utilized to protect sensitive information such as product disclaimers and federal regulations as well, taking care of the company’s need to comply with new and fast changing regulations. In addition, Argosy provides a powerful approval workflow where designers can request approval remotely from marketing managers to ensure creative goes into production carrying the right information.

Argosy Provides Single Sign-on Solution

Argosy’s single sign-on solution improves the company’s efficiency and enhances security. It reduces the number of identities (and thus logins) required for user access and automating logins for heterogeneous systems across the enterprise. Security is at its highest since the system also eliminates non-secure user practices and controls access based on uniform policy and authentication method. Finally, it achieves compliance by basing access to all systems on established policies and audited practices, elevating less-secure systems to more compliant authentication levels, and using logins to enforce segregation of duties.

In the end, Argosy provided the financial industry leader with an integrated marketing solution where designers were easily able to populate creative, comply with industry standards, and preserve the company’s brand identity –all with one simple and accessible system.