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Testimonials

"Implementing an MRM solution has enabled us to improve the efficiency of and standardise the process for creating our marketing materials, as well as tightening up our regulatory compliance standards. We chose be the brand experience because their solutions made MRM seem simpler than others in the market."

Head of Marketing Literature Services, Prudential

"The new MRM system brings internal and external stakeholders together under one fully electronic web-based system. This allows marketing communications to be co-ordinated much more efficiently. It's a paperless environment which provides a full and complete audit trail. MI functionality allows managers to know exactly where a project is at any point in time and it also allows us to have a tighter control over when communications need to be updated. The system has already proved itself an invaluable marketing services tool

Marketing Services Manager, Baillie Gifford & Co

"From the moment I first saw a demo of the be the brand experience system, I thought it was absolutely fantastic! The potential scope of savings (in terms of time and money spent managing marketing campaigns, space and most importantly budget) the system can make to a marketing department are huge. The system has certainly paid for itself within the first 12 months of operation."

Marketing Manager, UIA Insurance

PhinPro

Automates Financial Promotions lifecycle management, from initial brief through to archiving; optimising asset value and control.

PhinPro automates the management of financial promotions literature and content for the financial services sector; from inception through to print fulfillment and archiving.

Maintaining Financial Promotions (FP) literature within a framework that ensures compliance with burgeoning regulatory requirements is a cost to all Financial Services firms.
In the current economic climate, the strategic imperative of decreasing costs, maintaining quality and protecting revenue are paramount.

For FP Literature the direct costs of online library maintenance, creative, print, storage and archiving are visible budget-line items while the costs of internal controls, tracking spreadsheets, review and approval are often hidden.

From a starting point of paper-based ‘job-bags, or email based approval processes, significant cost savings can be achieved by automating the management of FP literature.

Where the process infrastructure is weak the creation, review and approval of literature is on the critical path for new product launches. Being able to reduce the number of approval cycles and rapidly re-prioritise workloads means that products can be brought to market faster. Improved speed to market provides advantage in dynamic and competitive markets.

PhinPro streamlines the literature (off and online) management process by:

  • Increasing the level of control and visibility
  • Capturing, and archiving, all sign-off information
  • Reducing time to market
  • Reducing the number of review cycles and cost of asset creation
  • Providing monitoring and management information
  • Automating the withdrawl of out of compliance items

Key features:

Review and approval automation: Centralised commenting, multiple reviewers (working in series or parallel), email and dashboard alerts, SLA reporting on performance results in fewer review cycles and improved process control

Literature access and RAG status: Centralised access to literature, with the associated ownership information, status data, full in document text search, ensures only the latest, compliant versions are available to staff or websites

Standardised workflow: Approvers, item owners, brand managers, agencies, artworkers, compliance teams all working to a coherent flexible, process

Control and visibility: Approval status, withdrawal date alerts, linked verification data, TCF checklists, FP rejection analysis.. PhinPro provides the management and process controls necessary to manage FP literature

Collaborative document review: All reviewers in a review cycle can see each others comments with the comment lifecycle being managed through to literature updating, no more marking up of multiple versions

Agency and printer briefing and ordering: Manage external suppliers on the system from briefing through to order confirmation

Reduced cycle times: Reducing the number of review cycles by 50% with a 50% reduction in FP rejection rates means, higher quality, faster throughput and reduces costs

Increased speed to market: Clients are able to get literature briefed and approved faster, meaning literature production will not hold up product releases

Electronic job bag archiving: All review comments, final approvals, next review date decisions and versions are retained for future review and audit

Who can benefit from our solution?

Senior Management Team: PhinPro reduces the risk of regulatory breach and demonstrates control over the FP processes while getting products to market faster

Reviewers/Final approvers: Review less, view other review comments, track comment lifecycle, prioritise and forecast workload, centralised electronic jobbag

Marketing/literature managers: Clear visibility of item ownership and next review dates, full SLA reporting on review turnarounds, MI on final rejection rates… ability to demonstrate control of literature

Risk/Compliance: Reduced audit and risk review costs as teams are working on a centralised, standardised process

Design Team: Reduced error rates as comments are accepted electronically; reduced number of updates and improved workload forecasting

Who currently uses PhinPro?