Leappoint For

Financial Services

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.

LeapPoint Services Flow Chart

Achieve your goals with integrated strategies

  • Align marketing work to overall business strategy and process
  • Create more transparency, collaboration, and accountability
  • Streamline compliance reviews
  • Improve employee satisfaction

LeapPoint Connected Work for Financial Services

Employee Satisfaction and Productivity

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.

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89% of marketing executives plan to direct funds toward work management and automation initiatives this year.”

Research Report: How Marketing Leaders are Prioritizing Connected Work in 2023

Fireside Chat with Vanguard

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.

Fireside Chat with Fractional CMO Jason Dennis

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.


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