Banking & Finance

IntelligenceBank’s marketing system of record helps the banking and finance sector get to market quickly, while ensuring all the ‘must have’ regulatory boxes have been checked —with an audit trail to prove it.

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Benefits for financial services businesses

Regulation management

A full audit trail of actions within the platform, helping you comply with banking and advertising regulatory requirements.

Campaign management

Produce content faster while staying compliant with creative briefs, approvals, proofing and markup, disclaimer engines, and campaign workflows.

Brand security

Maintain brand integrity at scale with online brand guidelines for agencies, internal staff and third party brokers, as well as approval workflows for brand asset usage.

[IntelligenceBank] provided solutions to many of our business challenges, including providing simple and compliant file sharing, a digitised estimate and creative approval process, and feedback captured for audit purposes.

Danni Robinson

Marketing Operations Excellence Manager at Suncorp

Financial services resources and case studies

How IntelligenceBank Helps ANZ With Brand Compliance
Blog Thumbnail ANZ Case Study
Jupiter Asset Management's Stellar Transformation
Blog Thumbnail Jupiter case study
How IntelligenceBank Helps NAB Bring Their Brand to Life
Blog Thumbnail NAB BrandHub case study
DAM for Regulated Industries Whitepaper
Blog Thumbnail DAM in Regulated Industries
FINRA Marketing Compliance Whitepaper
Blog Thumbnail FINRA
Digital Asset Management Business Case Builder
Blog Thumbnail Business Case Builder for DAM

Features for financial services businesses

Digital Asset Management

Make content management and compliance easy

Briefs & Forms

Manage briefs and requests on a dedicated platform.

& Markup

Annotate, markup and collaborate on creative assets.


Cut approval bottlenecks and get to market faster.


Scale branded content production with confidence

Online Brand Portals

Inspire and educate teams about your brand.


Get your disclaimers right first time, every time.

Reporting & Dashboards

Understand performance and improve processes.

Ready to get brand and legal approved content out the door faster?

Talk to one of our product experts now.