Leappoint For
LeapPoint helps financial services companies maintain brand consistency and compliance while quickly driving hyper-personalized content to market. With our Connected Work® framework powered by industry-leading technology from Adobe, we can help you implement, integrate, and optimize to make your marketing campaigns better, faster, and more profitable and efficient.
Achieve your goals with integrated strategies
We help marketing teams streamline compliance reviews by integrating Adobe Workfront with major compliance systems like Red Oak to meet FINRA requirements with ease. These connections create easily accessible audit trails and synergize marketers and compliance teams. The result: Marketers can move faster to deliver personalization at scale and customer experiences that increase loyalty and revenue.
Success means different things to different people. We help you gain clarity, cohesion, and consistency across your marketing organization to build strong teams, set goals, and execute marketing campaigns from a shared vision.
As an Adobe Gold Solution Partner, we are experts at integrating centralized platforms for work management across every division of an organization. With compliance always the priority, we leverage our proven methodology to help financial services organizations manage and track projects, collaborate, share, and archive assets, prioritize projects, approve campaigns, and automate tasks for measurable competitive advantage.
Ensuring consistency and collaboration across a distributed workforce is more complicated than ever. We engage employees at every level to understand how they envision contributing to the organization’s success and what technology and process changes they need to feel great about their work.
See how Natixis Investment Managers used Connected Work® to align business strategies and processes.
Research Report: How Marketing Leaders are Prioritizing Connected Work in 2023
Dive into the world of finance and marketing technology, as Joshua Mann, a marketing technology leader at Vanguard, shares more about the remarkable digital transformation their marketing team has undergone the last twelve months, including the strategic goals driving their evolution.
Watch this engaging discussion as LeapPoint’s Bryan Merrill sits down with Jason Dennis, Fractional CMO and Former Marketing Executive at USAA, to chat about best practices, digital transformation, and the content supply chain.
