Banking & Finance
IntelligenceBank streamlines digital asset management, marketing compliance, and workflows, so that banks and financial institutions can deliver content and campaigns quickly while meeting strict regulatory standards.
Why banking and finance businesses choose IntelligenceBank
Content compliance at every stage
Ensure all content meets regulatory and brand standards, with approvals, risk reviews, and audit trails built in.
One platform for your entire marketing workflow
Manage digital assets, compliance reviews, and marketing workflows together.
Built to fit the way banking & finance businesses work
From content risk reviews and approvals, to permissions and reporting, everything can be tailored to match your specific processes.
The solutions banking and finance marketers need to move fast and stay compliant
Store, search and share your digital assets with speed and control.
One library of approved assets ensures every team always uses the right content, with full version history to track changes.
Automate marketing content compliance reviews
AI-powered reviews automatically find missing disclaimers, outdated offers, or high-risk language and more, so compliance is never left to chance.
Create and manage approved content approved faster, without cutting corners
Connect briefs, proofing, and approvals in one process so content creation moves quickly, risks are flagged, and nothing goes live unchecked.
Additional features banking and finance businesses rely on
Disclaimer Engine
Automatically generate correct legal disclaimers
Approval Workflows
Customized workflows with full auditability
Brand Portals
Always available, always up-to-date brand guidelines
Creative Templates
On-brand, locked-down, self-service templates
Resources for banking and finance teams
How IntelligenceBank Helps
ANZ With Brand Compliance
Jupiter Asset Management's
Stellar Transformation
How IntelligenceBank Helps
NAB Bring Their Brand to Life
Financial Services Marketing Compliance Guide
FINRA Marketing Compliance Whitepaper
Digital Asset Management
Business Case Builder
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