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Coventry Building Society challenge

Coventry Building Society logo

To help Coventry Building Society's marketing teams meet the demands of continued business growth, they identified the need to automate and streamline what was a very manual production of their Financial Promotions.

“My Campaign will have a hugely positive impact on the way we store, create, seek approval and deliver these jobs, namely customer communications and marketing campaigns. It makes us easy to use, improves transparency by keeping stakeholders better informed and helps keep us safe and secure by providing a better control environment for our communications.”

Internal Launch Comms

The ability to have all marketing collateral in one accessible portal where all stakeholders can review and participate in it's creation, as well as having access to the library of all collateral was central to the decision making. They wanted the process to reflect their strategic principles of being transparent, secure and easy to use.

Solution = MyCampaign

be the brand were selected from researched market leaders and chosen because of their proven track record in the Financial Services sector. The system (MyCampaign being the name of the Coventry Building Society system) was scoped, configured and launched (with user training) within a 3 month window.

The outcome

“Be the Brand have helped us to streamline our processes, meaning we can deliver work in a more efficient, joined up way. It provides an extensive audit trail, and the reporting functionality allows us to really get to grips with the work going through our team, understanding pinch points, resource requirements and spotting potential issues before they occur.”

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Utmost, Simplicity
Utmost International is a life assurance group which provides solutions designed to preserve clients’ assets and safeguard them for future generations. As of 31 December 2019, the business manages over £30bn of assets on behalf of over 130,000 clients. Its propositions provide effective and reliable solutions for clients who wish to control the wealth they have accumulated and manage the proceeds when planning succession.
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