Insights about the bethebrand system

The weather over the last few months has been a bit like the economy - not great, but not as bad as it could have been!

We ended last year with predictions of recession, which thankfully have not yet come to pass. As we progress into perhaps more clement conditions, in every sense, there is plenty to do.

Efficiency is all important in ensuring marketing maximises its return. Although the clouds of Consumer Duty looked gloomy, our recent survey shows that firms are climbing above them. To help with all of this, and more, we have made system the theme of this newsletter.

Below you will find useful information on getting the most from bethebrand with regard to Consumer Duty, improving marketing 'traffic control', mastering asset expiration and an insight into Close Brothers Asset Management's speedy new bethebrand system onboarding.

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Lean on bethebrand for Consumer Duty

The new rules for Consumer Duty come into force soon (31 July). Our recent research shows that many firms are progressing well in meeting the deadline. However, if you are needing a little extra help, have a look at our Consumer Duty hints and tips on how a bethebrand system can support you.

READ MORE

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Assets Post Sign-Off - Minimising 'Cross Town Traffic'

If great marketing starts with inspiration, then it is perspiration that makes it come to life. The right tools, the 'crosstown traffic' of emails, meetings and conversations, can cause congestion and create errors and omissions risks. In our continuing series delving into how you can configure and utilise the bethebrand system, we take a look at how you can spend less time on traffic control and more time on value creation.

READ MORE

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Managing Asset Expiration

Without a system driving a process to keep on top of expiration dates then keeping on top of them is simply a matterof human will. In financial services, not managing expiration dates represents a significant risk. In this article we explore how a bethebrand system is the gamechanger.

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On Board - Close Brothers Asset Management

Brought online from 'green light' to 'go live' all within Q4 2022, Close Brothers Asset Management's (CBAM) new bethebrand system, named (Marketing And Brand Literature Ecosystem) delivers a timely step change in digital asset management at a time of change for the company's marketing.

With a rebrand already underway and important industry developments in process, such as the FCA's new Consumer Duty legislation, the bethebrand team was able to step in and take on the workflow mapping project for CBAM. This greatly accelerated the deployment timescale.

READ MORE

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How Can We Help You This Year?

If we can be of help right now, or you can see a requirement on the horizon, please do not hesitate in contacting me directly.

Kind regards,

Adam Hainsworth
Chief Executive

“(Consumer Duty) sets higher and clearer standards of consumer protection across financial services, and requires firms to put their customers' needs first.”

The new rules for Consumer Duty come into force soon (31 July). Our recent research shows that many firms are progressing well in meeting the deadline.

However, if you are experiencing challenges within your Consumer Duty change project, a bethebrand system can help:

• Consumer Duty assets can have the same lifecycle management and control as Financial Promotions;
• Easily identify impacted assets;
• Obtain early notification of testing requirements;
• Manage the testing process and outcomes;
• Manage the lifecycle of test results;
• Create Consumer Duty reporting / MI provision specifically designed for your business;
• Create a complete audit trail of in scope content management.

Here are some of the key considerations in looking at how your bethebrand system can support your Consumer Duty change project:

• Are there any assets which need to be brought into lifecycle management, have a stricter control environment and / or a controlled frequency of review e.g. customer communications / letters, etc.?
• Can you utilise your existing Financial Promotions workflow(s) for your Consumer Duty tasks, or is a new Consumer Duty specific workflow required?
• Do you require any specific changes to be made to your asset data to support Consumer Duty?
• Is a checklist in existence / needed to support Consumer Duty? (Checklists / questions can be factored into
• workflow tasks where required.)
• Does testing need managed via a specific testing process?
• Do you want to manage your test results as assets?
• Are there any new reporting requirements?

Possible Configuration Changes to Consider

Asset Level

• Configure asset metadata to record if testing is needed for that asset - contingent logic can ensure only relevant data fields require to be completed.
• New Consumer Duty fields can be added as search filters in the Asset Store, for ease of searching.
• bethebrand can update all required information, for active assets, via a bulk admin exercise.
• Amend timescales for assets moving to red and / or amber status, to allow extra time if testing is required.
• Email prompts sent for Consumer Duty assets / test results as they approach their expiry date.
• Store test results as assets, with full lifecycle management functionalities.
• Test result assets can be linked to the assets they provide testing for.
• bethebrand can configure rules to auto-populate other new (dropdown or toggle) Consumer Duty fields, based on pre-determined matrix supplied by the client.

Reports / MI

• Customised reports can be created at asset and / or workflow level for Consumer Duty assets and / or test results e.g.
• Asset level report to enable easy visibility and tracking of Consumer Duty testing data.
• Workflow level report to enable monitoring of Consumer Duty workflows and tasks, including data from forms and checklists.

Workflow Level

• Inclusion of a Consumer Duty checklist / confirmation question / check-box e.g. “I confirm Consumer Duty testing is available / attached for this asset.”
• Inclusion of test results within workflows.
• Addition of tasks and / or forms to existing workflows - prompting and enabling testing to be briefed and results to be checked / uploaded as verification for the asset in question. Test results would then be part of the workflow for the relevant asset(s) for audit purposes.
• Forms can be multi-tab to cater for multi-asset workflows, where assets have different testing requirements.
• New workflow to manage the Consumer Duty testing process, and the briefing of it (either initially, or for re-
• testing).
• Auto-generate a mini workflow to manage Consumer Duty testing tasks.
• Create a new workflow to manage quality / spot checking / sampling of Consumer Duty test results.
• Include links at relevant stages to download documents to inform or guide users regarding process, best practice, etc.

Process Management

• Review, approval and communication of test results, if required.
• Uploading of test results in a workflow can be optional until the point the workflow is sent for Final Approval, at which point it can become mandatory, ensuring Consumer Duty test results are uploaded for audit purposes.

If you need help, contact us at https://bethebrand.com/contact without hesitation.

Operational Challenges

Perhaps the first and most common issue bethebrand sees in supporting clients obtain the right digital asset management solution for their financial services business is expiration dates.

Without a financial services specific Digital Asset Management Solution driving a process to keep on top of expiration dates, keeping on top of them is simply a matter of human will. In financial services, not managing expiration dates represents a significant risk as out of date compliance assets may continue to be used.

bethebrand Solution

With bethebrand, the Solution configuration can be set-up so that asset expiry is managed:

• Track an asset's ownership, approvers, version numbers, next review, live and expiry dates. There is a date field in the asset metadata that defines the use by/expiry/next review date. There is an Asset Lifecycle widget on the user's dashboard and there are reports available for specific assets or all assets;
• Set a RAG for each asset and programme the number of days that an Asset changes colour from Green to Amber or Red as it approaches expiration, bethebrand can add additional fields to the asset metadata which would enable different dates of review for different document types;
• Reports of expired/red assets can be emailed to SMT weekly so they can demonstrate oversight of the financial promotion management;
• Assets approaching expiry can be checked out into a workflows to create a new version;
• If a new version is not required then expiry date extension request can be made and an audit trail of the decision recorded;
• Emails can automatically be sent for action to be taken, such as to encourage removal of out of compliance content from use;
• Single use assets can be automatically archived;
• Workflows can be generated automatically to manage what happens next (remove from web, destroy stock etc);
• Integrated systems utilising the asset will learn of its status change via the API;
• Where assets are accessed via links, the out of compliance asset will no longer be available to download;
• Image rights can be actively managed;
• Expired items are automatically locked down and can't be downloaded, shared or printed. Items no longer required can be archived and / or retained in the Solution.

Would You Like to Know More?

If you would like to master marketing asset expiration for your organisation contact Chief Executive Adam Hainsworth at adam@be-thebrand.com.

In our continuing series examining the possibilities of how you can configure and utilise the bethebrand system, this time we are looking at how bethebrand can help you utilise assets most effectively in terms of time and marketing resources. In other words, how you can spend less time on traffic control and more time on value creation.

Operational Challenges

If great marketing starts with inspiration, then it is perspiration that makes it come to life. Solid project management is a core skill in a busy marketing department. Without the right tools, the 'crosstown traffic' of emails, meetings and conversations can cause congestion and create errors and omissions risks.

If marketers can become more operationally efficient with the help of the right tools, they can spend more time looking forward than having to look down. The ratio of time spent on admin against value creation can then permanently swing in the right direction.

bethebrand System Solution

Once an asset is signed off and ready to be set to work, the bethebrand system will also get to work:

• Print Quote - Request and obtain a quote from your printer, at any time, without the need to check an asset out. This workflow could be configured for other quote requirements e.g. design, photography, etc.
• Send to Print - Brief the printer, and manage your print order, directly from a workflow.
• Channel Distribution - Post check in, send an asset to one or more teams or channels for them to fulfil their responsibility e.g. upload the asset to the website, update social content, etc.
• Auto Generated Workflows - Ensure archived assets are removed from websites, have a workflow automatically created when an asset expires, or generate a post check in workflow to distribute the latest asset e.g. to salesforce, etc.
• Data Request Workflows - Obtain analysis / data for mailings or whatever information you require from another team in a non-asset workflow.
• Layout of Forms - Work in a way that suits your needs, with a variety of ways to configure data layout.

Let's look at channel distribution in a little more detail, as an example.

Post check in, it's possible for an owner to send a deliverable to different channels, at the same time, for them to take the appropriate action e.g. upload to the website, etc. Here's a sample workflow to show you what we mean:

The job owner will select which channels the deliverable should be sent to, ensuring users are assigned to each channel before the deliverable is sent. The channel roles are entirely configurable to a particular business.

The channel will then confirm that the appropriate action has been taken, with evidence if applicable, to ensure the audit trail is complete.

This system enhanced approach delivers speed without complication, an audit trail of end-to-end asset management activities and acts as an important compliance risk management tool.

Would You Like to Know More?

If you would like to unlock the potential of brand management for your organisation contact Chief Executive Adam Hainsworth at adam@be-thebrand.com.

With the FCA deadline set for the new Consumer Duty for 31 July 2023, bethebrand conducted a survey amongst its clients to understand:

• Firms' state of preparedness for the changes required;
• Observations on how firms were needing to adapt or create marketing assets;
• bethebrand system changes that might be envisaged by the operational and compliance procedures and systems that were anticipated.

The survey showed that firms are in good shape for the deadline. The change projects being undertaken are sophisticated. However, firms' project teams and the bethebrand system's capabilities are both ahead of the Consumer Duty curve.

The survey's main findings showed:

• Firms currently immersed within their consumer Duty change projects, indicating a high degree of proactivity and commitment to the new Consumer Duty;
• A significant, but manageable, incidence of the new Consumer Duty changing the complexity of the portfolio of marketing assets, forms and letters needing to be managed;
• A fair incidence of new marketing assets needing to be created;
• Brand and content rules needing moderate change, indicating a good degree of sophistication and relevance within current rules;
• Where brand and content rules needed changing there was a predominance of reading age, plain English and tone of voice as drivers, indicating that care is being taken to ensure understanding and comprehension by different customer segments;
• The incidence of new or changed workflow requirements being relatively low, indicating fit for purpose/readiness within both firm's internal systems and the bethebrand system;
• A significant incidence of proof reading and checking being a manual process undertaken by qualified staff members, indicating a clear need for technology disruption
• A noted requirement to increase consumer testing and to maintain an audit trail of test outcomes.

How Can We Help You?

If you would like to see the survey findings in more detail or if there is an aspect of your Consumer Duty change project that we can help with, please do not hesitate in contacting me directly

Kind regards

Adam Hainsworth
Chief Executive

As 2023 gets into full swing we are extremely excited to have new developments close on the horizon.

SeeDynamic, our ground-breaking sophisticated and configurable content review software, is currently undergoing extensive testing. The results are very positive indeed with significant time savings being recorded and content review process efficiencies being delivered. You can read more about SeeDynamic below and pre-register your interest in this newsletter.

The FCA’s new Consumer Duty is also a focus for us and our clients at the moment. We have just completed a client survey which will both help us in directing support and development of the bethebrand system to meet specific change requirements. We will be releasing details of the results shortly.

In the meantime, we have included a case study of how the bethebrand system helped Co-op Funeralcare surpass the challenges of pre-paid funeral plan regulation last year. We hope you find this an interesting insight into how focused and market leading bethebrand is in delivering advantage to regulated firms.

Say Hello to SeeDynamic
SeeDynamic delivers a step change for the review of the compliance of any marketing asset needing to conform to an English language-based set of rules.

• It hands back time to busy marketing teams.
• It offers a high level of rigour to review processes without adding substantial cost.
• It allows marketing teams to focus on creativity in the knowledge that the keen eye of SeeDynamic will frame everything compliantly.

Underpinned by a deep understanding of the English language, SeeDynamic is overlaid by applicable sets of rules, under your complete control, to allow the software to read, contextualise, interpret and alert.

The checking realities with SeeDynamic are extensive and can be adapted specifically to your requirements, under your control:

• Spelling
• Grammar
• Font and font size requirements
• Symbol usage
• Link usage
• Missing text or figures
• Accidental use of placeholder text
• Colloquialism
• Disallowed words or phrases
• Repetition of words and phrases
• Use of disclaimers, terms and conditions, risk warnings and other mandatory copy requirements
• Tone of voice rules
• Accessibility standards adherence

Pre-register Your Interest

SeeDynamic will soon be launched. If you would like to pre-register for a demonstration, please visit our registration page

On Board – Co-op Funeralcare

We are delighted to announce that Co-op Funeralcare’s new bethebrand system is live.

The Co-op is one of the world’s largest consumer co-operatives with interests across food, funerals, insurance and legal services. On 29 July 2022, the Financial Conduct Authority (FCA) began regulating pre-paid funeral plans to boost consumer protection,

Co-op Funeralcare sought a digital asset management system to ensure it could evidence good consumer outcomes with absolute clarity and deliver first class insight with regard to its sophisticated compliance and financial promotion processes.

READ MORE

How Can We Help You This Year?

2023 certainly has the hallmarks of providing us all with challenges to overcome. But we believe challenges can offer opportunity and we are here to help our clients in any way we can.

If we can be of help right now, or you can see a requirement on the horizon, please do not hesitate in contacting me directly.

Kind regards

Adam Hainsworth
Chief Executive

Going live just before Christmas 2022, Close Brothers Asset Management's (CBAM) new bethebrand system delivers a timely step change in digital asset management at a time of change for the company's marketing.

CBAM is an established provider of financial advice and investment management services and works with professionals, business owners, individuals, families and their advisers, who are looking to preserve and grow their long-term savings and investments. CBAM is part of the Close Brothers Group plc, a FTSE 250 leading UK merchant banking group, providing lending, deposit taking, wealth management services, and stocks and shares trading.

Named MABLE (Marketing And Brand Literature Ecosystem), CBAM's bethebrand system was brought online from 'green light' to 'go live' all within Q4 2022.

Prior to the introduction of the new system, CBAM had been aware for some time that they needed a new approach to digital asset management. The previous digital asset management system was created on proprietary software, with a separate internal system for certain parts of the process. This resulted in two separate job numbers for the same job. What was needed was a complete remapping of all the workflows to lay the groundwork for a single integrated system spanning the needs of the company.

With a rebrand already underway and important industry developments in process, such as the FCA's new Consumer Duty legislation, CBAM needed to complete the workflow mapping rapidly to configure the new system and bring it online quickly.

The bethebrand team was able to step in and take on the workflow mapping project for CBAM. This greatly accelerated the deployment timescale, allowing the CBAM project team to expertly project manage the system deployment and identify specific system configurations, whilst simultaneously managing, and dovetailing in, its immediate major marketing projects.

Stage 1 of the bethebrand system is now complete. The business now has one end-to-end system, with one set of job numbers and all of its digital assets supported and managed in one place.

In addition to the formal user training, bethebrand also ran regular drop-in sessions for the team during January 2023 to help everyone acclimatise quickly. This hands-on style training was greatly appreciated, as it meant that the team could come in with real questions as they got to grips with using the new system in a live situation.

Stage 2 of MABLE is in planning. This will make the business's brand guidelines and brand assets, such as logos and photos, available to the wider team as a tool kit.

We are delighted to announce that Co-op Funeralcare's new bethebrand system is live.

The Co-op is one of the world's largest consumer co-operatives with interests across food, funerals, insurance and legal services. Owned by millions of UK consumers, the Co-op operates 2,500 food stores, over 800 funeral homes and provides products to over 5,100 other stores. Co-op Funeralcare is the UK's leading funeral provider for funerals and pre-paid plans.

On 29 July 2022, the Financial Conduct Authority (FCA) began regulating pre-paid funeral plans following legislation passed by Parliament. The FCA has authorised 26 providers, who collectively hold approximately 1.6 million plans, making up 87% of the market.

Regulation has boosted consumer protection, with new rules in place relating to areas such as cold calling and a ban on commission payments to intermediaries. In addition, customers of authorised providers have access to the Financial Services Compensation Scheme (FSCS), so their money is protected if their provider fails.

Co-op Funeralcare sought a digital asset management system to ensure it could evidence good consumer outcomes with absolute clarity and deliver first class insight with regard to its sophisticated compliance and financial promotion processes.

bethebrand has been working with other Co-op organisations for some time. This gave Co-op Funeralcare deep insight into the capabilities of the bethebrand system and an opportunity to engage with the team quickly for a rapid deployment.

With an absolute deadline for regulation, Co-op Funeralcare required the bethebrand team to hit the ground running over the summer to undertake system configuration and train the team in time for the new system, nicknamed BABS, to be 'business as usual' by 29th July.

bethebrand rose to the challenge, with the timeline from initial decision to 'go live', including full training for the team taking just ten weeks.

Co-op Funeralcare is already seeing tangible benefits in having a single asset store and a system driven approval process.

Regulation is constantly evolving and a solid system-based approach is of paramount importance in managing change. With preparations for the new Consumer Duty, being introduced by the FCA on 31 July 2023, in full swing across regulated financial services firms, Co-op Funeralcare's step change in digital asset management ensures it is ahead of the curve in preparing for such regulatory changes.

A new Consumer Duty requiring firms to act to deliver good outcomes for retail customers is on the horizon. This is not a great big single box to be ticked but many many boxes. The FCA wants regulated firms to really understand their customers, how they segment down and how each is best supported to achieve good client outcomes specific to each – important now more than ever given the economic landscape. The deadline of 31 July 2023 seems a way away. But this is a complex task.

Any change project broadly has 3 stages:

• Where are we now?
• Where do we need to be?
• How are we going to get there?

The bethebrand system is 20 plus years of experience and development of helping firms along all three stages. It's a sophisticated, configurable, system specifically designed to create digital asset management advantage for regulated firms, especially at times of change like these.

bethebrand is a core marketing & compliance tool and can support this challenge by:

• Managing customer letter creation/ review and approval;
• Configuring workflows to capture market testing and analysis to evidence best practice;
• Incorporate forms and checklists to capture & evidence decision making;
• Use bethebrands' verification capture to record evidence of Customer Duty decisions.

In one of the case studies in this edition, Unum talks of how bethebrand is their 'central point of truth'. This is going to be an imperative requirement for all firms to create if they are to master this new Consumer Duty.

We have exciting new tech developments at bethebrand which will accelerate firms' abilities to review and update documents and assets.

We will be telling you more very soon, including how this tool may be used to support appropriate content when dealing with vulnerable customers. But for now, do please read our recent articles below with some valuable insights into how clients are getting the most from bethebrand.

Creating a 'Central Point of Truth'

Unum UK is a leading employee benefits provider that offers expert health and wellbeing support and financial protection through the workplace. With hundreds of assets that need to be governed and managed, Unum were looking for their bethebrand system to be a 'central point of truth' in terms of asset management and to also enable opportunities to collaborate and be agile. READ MORE

Post Office Joins bethebrand

It is a pleasure to announce that the Post Office's new bethebrand system is live. United to the same cause - 'Helping you get life's important things done' - the new system is set to offer a host of operational advantages across the organisation. READ MORE

Maximising Team and Agency Collaboration

In a busy marketing department, many programmes are worked on at the same time. When you add to that a variety of external agencies, printers and other suppliers, a spider's web of briefing, development and approval emerges. Long-standing client, Discovery, has developed a comprehensive and highly sophisticated system, an important element of which is is how teams collaborate creatively with each other and the external agencies. READ MORE

Get in Touch, Keep in Touch

If we can be of help right now, or you can see a requirement on the horizon, please do not hesitate in contacting me directly. We would be delighted to look at your objectives and recommend a system solution to suits your exact requirements.

Kind regards

Adam Hainsworth
Chief Executive

In our continuing series examining the breadth, depth, and possibilities of how you can configure and utilise the bethebrand system, this time we are taking a look at configuring your digital asset management (DAM) system. There are a number of developmental routes available to building a DAM. But if you want to get it right straight away, it is much better to go straight for a provider that embraces configuration from the first conversation.

Operational Challenges

The development of a DAM system can go a number of ways.

Firstly, you can vehemently stick to trying to make spreadsheets and shared folders work for cost reasons. That is, until the cracks start to appear. Unfortunately, these cracks are called errors and omissions and are best avoided at all costs.

Secondly, IT could try and accommodate the needs of all internal stakeholders with a an "off the shelf" project management or database tool. This could work. However, every compliance and marketing department has a unique way of doing things. An "off the shelf" system with a multitude of business applications will require detailed configuration. At this point an organisation can enter a rabbit hole of unknown length and with multiple side tunnels, in trying to meet the complexities of the user requirements and matching them to the configuration options that are available within the chosen system. This invariably leads to compromises having to be made in terms of what the system can deliver. It also leads to cost escalation.

Thirdly, one can simply go to a specialist. And that's where bethebrand comes in.

bethebrand System Solution

We have devoted the last 20 years to building DAM systems and configuring them precisely to every client’s needs. That means that we can hit the ground running and quickly elevate above the basics of the processes into the finesse elements that will make everyone’s working day run much more smoothly. This minimises risk, creates cost clarity and, most importantly, gets the job done right first time. If you can think of it, we’ve most likely seen it and can offer a solution.

Client Outcomes

Unum UK is a leading employee benefits provider that offers expert health and wellbeing support and financial protection through the workplace. Unum UK is proud of its heritage, caring spirit and commitment to always putting people at the heart of what they do. 1.6 million employees and their loved ones are protected by one of Unum UK's policies and supported by their health and wellbeing services. 9,000+businesses trust Unum to look after their people, ranging from FTSE 100 companies to start-ups and everything in between.

Senior Manager, Marketing Operations, Stuart Flint, said: "I am system guardian of UMAS (Unum Marketing Approval System), our bethebrand system. We have been working with the bethebrand team for over 5 years. We wanted to have a system that was the central point of truth for a wide range of documents from marcomms to technical guides and policy documentation. We have hundreds of assets that need to be governed and managed. The system has not only delivered what we need in terms of asset management, but also enables opportunities to collaborate and be agile. We spoke to a number of suppliers but bethebrand stood out because of their experience working with like-minded providers with similar challenges, the intuitiveness of their system, and their flexibility. We can make architectural changes where needed enabling us to have a bespoke system that reflect our requirements, whereas other systems we saw were more regimented. Bethebrand have an open mind and a willingness to make things happen collaboratively."

Stuart added: "A great example of this was bethebrand's addition of a financial promotion checklist to our UMAS platform. Through careful user permission hierarchies, assets that are not classed as financial promotions can be certified by authorised non-compliance staff. We are always confident that bethebrand are just a phone call away from creating great solutions that fit our ways of working and work closely with the team on a regular basis.”

Would You Like to Know More?

If you would like to unlock the potential of having your own configured bethebrand system, contact Chief Executive Adam Hainsworth at adam@be-thebrand.com.

It is a pleasure to announce that the Post Office's new bethebrand system is live

United to the same cause - 'Helping you get life's important things done' - the new system is set to offer a host of operational advantages across the organisation.

An anchor of UK communities for centuries, Post Office is a commercial business driven by a strong social purpose: to be there, in person, for the people who rely on it. Thanks to its extensive network of over 11,500 branches, the Post Office brings essential services within reach of communities and businesses alike - whether that's posting parcels to loved ones, depositing cash at the end of the working day or topping up the gas meter. 99.7% of the population lives within 3 miles of a post office and 93% live within 1 mile.

The Post Office's extensive range of services, including a range of financial services such as banking and personal insurance, means that governance, compliance and sophisticated project management lie at the core of its marketing operations.

With its current digital asset management system contract due for review, a comprehensive tender process was initiated which saw bethebrand chosen as the new provider.

The brief encompassed four key areas:

• Compliance - The transitioning of the compliance functionality to the new bethebrand system was the core priority prior to launch.
• Brand and Imagery Management - Enhancing the ability to dynamically manage the organisation's brand guidelines and accompanying image assets is delivered by the brand guidelines module. This ensures the marketing team can update the guidelines themselves and negate the need, for example, to have to send round a new PDF every time there is a change. Everything is in one place, delivering efficiency and underpinning brand continuity.
• Workflows - The Post Office is a highly sophisticated business. Working closely with the bethebrand team, workflow processes are being developed within the system channel by channel, delivering close and efficient working practices both internally and with external suppliers.
• File Management - Last and by no means least, comprehensive file management will enhance collaboration and communication across this large and intricate organisation.

The onboarding showcased the extensive configuration capabilities of the system. With hands on project leadership from bethebrand CEO, Adam, the Post Office had every query, question and quandary overcome with timely solutions to deliver a new system that opens up a host of opportunities through 2022 and beyond.

We are continuing our series examining the possibilities of how you can configure and utilise the bethebrand system. This time we look at how bethebrand can help you get the most from your partner and supplier relationships.

Operational Challenges

In a busy marketing department, many programmes are worked on at the same time. Different members of the team work on different programmes in different combinations. When you add to that a variety of external agencies, printers and other suppliers, a spider's web of briefing, development and approval emerges. This needs careful oversight, project management and cost control.

Whether you are looking at print quotations, DM assembly, website updates, minor amend requests or lead creative, the quality of the outcome is maximised (and the level of frustration minimised) if requirements and instructions are clearly communicated.

Furthermore, diligent and inspiring briefs are the most important element in the creation of great creative. Frustratingly, however, these briefs can all too often be reduced to snatched moments at a meeting or on the telephone. This can be the pathway to delay and confusion, and, ultimately, creative elements that do not meet the brief.

bethebrand System Solution

With bethebrand, you are able to request, create and approve work quicker and with fewer resources. It allows multiple teams and external agencies, suppliers and partners to work together, following standardised processes, via one collaborative online workspace. Initiate creative projects; allocate resources and users to tasks; manage deadlines, approvals and signoffs; and track status - all with a clear audit trail

This process instils a discipline and focus on briefing and collaboration, both internally and externally, that acts as a firm bedrock for superb creative that is also efficient in terms of both time and cost.

Client Outcomes

Discovery is a South Africa-based financial services group that is listed on the Johannesburg Stock Exchange, with its headquarters in Sandton. A long-standing bethebrand client, Discovery engages in long and short-term insurance, asset management, banking, investment, wellness programmes and employee benefits through its various brands. The Group has subsidiaries in South Africa, the United Kingdom, the United States, China, Singapore and Australia.

Through its journey with bethebrand, Discovery has developed a comprehensive and highly sophisticated system. An important element of its system is how teams collaborate creatively with each other and the external agencies.

Senior Marketing Manager Sylvia Torannini said: "We have been working with bethebrand since 2012. We started with a specific goal of further improving our review and signoff process. We then expanded the system through workflow and asset management right across our businesses, and married it perfectly to our processes."

Sylvia added: "We have a sophisticated marketing programme spanning five brands, all of which is managed by a centralised marketing team. As you can appreciate, the creative development process driving five brands is equally sophisticated, necessitating close and detailed agency relationships. With our bethebrand system, which we call 'Trending' internally, we are able to create and track every agency project within the system."

"With Trending, we have an end-to-end workflow process that touches multiple department within the business, as well as marketing and systems teams. To cater for specific business processes, we use the workflows that were specifically designed for various marketing areas. Each brief is carefully developed, checked and distributed to the agency. The agency's own system dovetails with 'Trending', enabling seamless workflow management and close partnership"

"We use the system to initiate workflows to review, approve and sign off all communications and creative elements. This allows us to build a repository of completed work and - most importantly - create a reliable audit trail for governance purposes."

"Our bethebrand system therefore delivers highly efficient working practices that creates outstanding creative, plus the management oversight for both operational and cost optimisation."

Would You Like to Know More?

If you would like to unlock the potential of brand management for your organisation, contact Chief Executive Adam Hainsworth at adam@be-thebrand.com.

From 'Green Light' to 'Go Live' in Just 8 Weeks

Following an extensive needs analysis, Kensington Mortgages (Kensington) went live with their new bethebrand system, nicknamed KAS (Kensington Asset Store) in Q3 2021.

The new system builds on Kensington’s rigorous approach to compliance and risk management by delivering pan-organisational asset storage and workflow management to further enhance their one team approach./p>

Founded in 1995, Kensington has long been one of the UK's leading specialist mortgage lenders. Kensington serves fast-growing segments such as the self-employed, those with multiple incomes and the over 55s - people the high street is not always set up to cater for. The company’s approach is to look beneath the surface and go deeper than the mainstream lenders where all too often the 'computer says no'.

During the pandemic Kensington undertook a thorough examination of the needs of its teams across sales, marketing, product development, servicing, legal and compliance in terms of workflow and asset management requirements.

Working in a heavily regulated environment Kensington wished to ensure it had the best possible systems approach in terms of aspects such as document sign-off, version control and asset lifecycle management. Being undertaken within the pandemic, the company also wished to ensure that it offered its teams best practice support for hybrid working.

With previous marketing team member experience of utilising the system, bethebrand was invited to tender. Two key aspects of the bethebrand functionality and support won the day:

• Usability - Unlike some other tender participants, bethebrand offers the ability for multiple internal stakeholders to simultaneously collaborate in real time through the document sign-off process.
• Complete audit trail - The system offers a compete and detailed document history – an essential component of the high level of governance Kensington delivers.

KAS went from project ‘green light’ to ‘go live’ in just 8 weeks over the summer of 2021.

The initial launch phase saw the system implemented across the business in terms of acquisition communications. The launch took a ‘big bang’ approach, with the complete portfolio of marketing assets going live at once. The second phase brought the servicing teams on board, with customer collateral being added on to KAS.

Achieving great outcomes from an implementation as swift and complex as KAS is testament to the close working relationship, insight and expertise across the teams of both bethebrand and Kensington.

In our continuing series examining the breadth, depth, and possibilities of how you can configure and utilise the bethebrand system, this time we are taking a look at the CommsBuilder functionality and how it creates time savings and cost benefits for marketing departments needing to work their budgets ever harder.

Operational Challenges

Having a really good creative agency is absolutely key in ensuring that you can punch through and stand out in ever more cluttered and confusing market spaces. But great agencies are reassuringly expensive, because you are bringing premier league talent to bear on your marketing challenges and opportunities.

But there can be a substantial ongoing cost to using agency teams to execute every single outing for the creative. After all, they are time cost businesses, but the cost in relation to the specific application can be out of proportion and consume as much budget as the initial creative development.

But what if your own marketing team could undertake specific execution tasks themselves? Even if they are not trained designers?

bethebrand's CommsBuilder functionality delivers just that. In fact, you could reduce the cost and time spent localising your campaigns by up to 85%, whilst maintaining your brand consistency across all markets.

bethebrand System Solution

CommsBuilder brings marketing asset execution and delivery into the hands of the whole marketing team.

By working with your creative teams in conjunction with CommsBuilder, you can create templates that preserve the sacred cows of brand, creative and compliance. But you can empower your team to specify and personalise with the help of easy-to-use design and layout tools within the CommsBuilder module.

Artwork set up as templates delivers complete control over the whole lifecycle of the asset:

• Generate packs for specific customers or prospects. In fact, create up to 100 packs at a time if you have all the personalising information in an Excel sheet!
• Deploy pre-approved content swiftly by locking down key components.
• Implement ads and posters through changing size and other mechanical requirements directly from your desktop.
• Change standard requirements, such as legal information, across the whole asset suite without having the fiddle and faff of changing each one individually (with the associated errors and omissions risk of repetitive tasks).

Client Outcomes

Circle Health Group is an award-winning healthcare provider operating Britain's largest network of independent hospitals. Circle's aim is to be the most innovative, patient-focused healthcare organisation and, by equipping its people with leading-edge technology, deliver the highest quality care. It supports patients whether they fund their own-treatment or are supported by private healthcare insurance, and the group also works in partnership with the NHS. Circle Health Group acquired BMI Healthcare in January 2020. The group operates independent hospitals, runs integrated care programmes and rehabilitation services, and has an overseas division which operates in Shanghai, China.

Design Manager, Natalie Bainbridge, said: “We started working with bethebrand in 2016 with a specific objective of helping us with the management of our busy and fast-growing studio. At that time, we were operating an analogue 'ticket system' on Excel as our workflow management approach. I had known bethebrand from a previous employer and we invited them to tender. They stood out from the other participants because of the CommsBuilder module. Combined with Template Builder and the Asset Store, we could see that we had all the ingredients for a seamless, end to end, solution. Onboarding was equally seamless, and our new system 'Kaleidoscope' was swiftly operational.”

Natalie added: “With 50 plus hospitals across England, Wales and Scotland, we need to ensure that our regional marketing teams are fully supported for all their local and workplace marketing requirements. By creating a portfolio of 26 templates covering every marketing asset that could be needed for local adaptation, we are able to empower our marketing teams to create exactly what they need for themselves. Confident in the knowledge that every asset created will be on brand and consistent, our central design team can then focus on developing new core creative.”

Natalie concluded: “In early 2022 we launched our new brand identity. Our bethebrand system was pivotal in making this project as smooth as it turned out to be. But what made an amazing impact was the support we received from the bethebrand design team. They created an amazingly adaptable new suite of template assets for local marketing deployment. We were quite demanding, as we needed to be quite iterative as we went along in incorporating all of the requirements. But throughout it all they were nimble and insightful, with a real eye for detail. They always made us feel loved.”

Would You Like to Know More?

If you would like to unlock the potential of CommsBuilder for your organisation, contact Chief Executive Adam Hainsworth at adam@be-thebrand.com.

In our continuing series examining the breadth, depth, and possibilities of how you can configure and utilise the bethebrand system, this time we are taking a look at brand guidelines and how bethebrand can not only make their management easy, but also have an impact on your marketing effectiveness.

Operational Challenges

There are many reasons why brand guidelines get side-lined in a busy business:

• They are hard to find;
• They are cumbersome and hard to understand;
• People ignore updates and changes because they are stretched and updates are hard to disseminate;
• How they are laid out in the guidelines and how you find the assets themselves in the company’s systems are the same leading to confusion and time wastage;
• Teams going rogue because they are unsupported, leaving them to self-interpret guidelines.

bethebrand System Solution

The bethebrand brand guidelines module overcomes all of these challenges:

• Because it is built as a microsite and extremely user friendly, the brand team can update it themselves;
• There’s no need to set a new PDF and send it to everyone every time there is a change, as it’s all online and up to date every time it is needed;
• Notifications of changes to the guidelines can be sent to colleagues via banner and or email;
• There are page layout options for both text and images, making the system completely customisable;
• If users require additional assets for their particular requirement, you can provide downloads from either the page or the asset store:
• With full on-demand image resizing functionality within the microsite there’s no need to keep every permutation and file type of a particular image – you simply purpose the master image for what is required;
• With the ability to embed videos you can provide handy hints and tips to bring the brand guidelines to life for everyone;
• Users can submit their work via the system to be reviewed by the brand team to provide a simple and effective ‘second pair of eyes’ approach.

Here’s a handy diagram to show you more, kindly offered by Wesleyan from their live microsite.

Client Outcomes

The outcomes achieved from the development of this functionality are best summed up by our clients

Founded in 1841, Wesleyan Assurance Society (Wesleyan) is a financial services mutual dedicated to some of the most trusted professions in society and is committed to creating brighter financial futures for doctors, dentists and teachers, so they can focus on the vital work they do.

Brand Executive, Katie Wright, said: “Originally we had a number of storage solutions across the business for our assets and brand guidelines. When bethebrand built our system, it gave us the opportunity to bring everything together into a system that was simple and intuitive. Like many companies we utilised external agency support to keep our brand guidelines up to date. Also, like many brands our guidelines and accompanying asset suite are constantly evolving. The brand guidelines module has completely changed our approach. We can now manage assets ourselves and keep our own guidelines up to date, with no time lag and no additional external expenditure. It has made us more responsive and colleagues, as well as our external agencies, can enjoy appropriate access to all they need to bring our brand to life.

Katie added: “A great example of the benefits of the module can be found in how we have been able to create amazing consistency very quickly in our slide decks. Every company has the same issues with slide decks in that they morph through usage. By having our template decks within the guidelines module, and a template within the assets area of the system, it not only aids presentation quality and consistency, but also supports compliance oversight and ultimately makes it easier for our teams to use the decks.”

Would You Like to Know More?

If you would like to unlock the potential of brand asset management for your organisation contact Chief Executive Adam Hainsworth at adam@be-thebrand.com.

Going live in 2021 with its new bethebrand system MPAH (Marketing Production and Approval Hub), Quilter is implementing its system to deliver pan organisational support across its businesses.

Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow. It oversees £108.5 billion in customer investments (as at 30 September 2021). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

Quilter started its search for a DAM provider in late 2020, as it sought to bring an internal network of databases together into one system that could support the whole business. The new system’s core objective was literally simplicity itself:

• Deliver state of the art literature lifecycle management to underpin its thorough compliance approach.
• Streamline record keeping and approval processes.
• Oversee and manage workflows and help drive project planning across the team.

Each Quilter business has its own sets of documents, communications, websites, advertising, social media, and sponsorship programmes. Rather than opt for a ‘big bang’ changeover, the internal implementation team started with the literature suite of one business with a system capable and configured for the whole business.

Closely supported by the bethebrand team, this starter project acted as an excellent blueprint for the rollout and demonstrated the agility of both teams in moving through design, configuration, and implementation in a matter of a few months.

An important element of the rollout is the quality and availability of system training. Quilter’s early adopters, together with the internal trainers and bethebrand’s account team, are able to showcase the system’s capabilities and improved outcomes to the entire business. This close team working provides a controlled yet agile approach with minimal business disruption.

An important insight shared by the Quilter team was that the bethebrand team was always there when they needed them, and they never felt that making a call to them would end up with an extra bill. This transparency and trust is key to every bethebrand client relationship.

People's Partnership offers a great example of one particular capability of the bethebrand suite, to provide a sophisticated, mass, document management system.

People's Partnership Group is a not-for-profit organisation established in 1942 by unions and federations with the intention of providing financial products for the construction industry. Construction workers, who tended to move jobs frequently, needed a way to build up holiday pay.

Its first scheme was simple but effective for workers, and hassle-free for employers. Every week, a construction worker would buy a stamp to stick on a card. They could then cash in the card to give themselves money to live on when they took a holiday. Over time, construction workers needed more than just a holiday pay scheme. People's Partnership created more financial products and substantially grew its membership.

Today People's Partnership is perhaps best known for The People's Pension, a leading workplace pension scheme with more than five million pension savers from over 95,000 employers and £16 billion assets under management.

In 2015, People's Partnership started a project to find a system to manage the approval and storage of its communication assets.. A thorough examination of the market led to detailed discussions with bethebrand and its appointment.

Nicknamed DAS (Digital Approval System), People's Partnership's bethebrand system incorporates tiered access across the organisation. Amongst the People's Partnership user base are a core of internal trainers and superusers. This allows the organisation the freedom and flexibility to expand, train and develop its user base as required, whilst having a core team of senior system ‘ambassadors' fully supported by the bethebrand team. This integrated and cascaded to training and support is both highly cost effective and operationally effective for People's Partnership.

The sophistication and size of the operational communications to five million savers is vast. It allows People's Partnership the convenience of a single pan-organisational system to safely store all customer communications across every channel.

The system's document management functionality is configurated precisely to People's Partnership's requirements. It is combined with full audit trail and approval functionality that allows users from right across the business, not just marketing, to collaborate, create, comply and control an intricate web of customer communications.

The pandemic is far from over, but the summer at least allowed us all to take a well-earned break and recharge, ready for what the rest of the year has in store.

The return to the office process is not uniform. But whether we are at home, in the office, or on the move - or all three in the same day - we need to work together supportively and effectively and we need to get the job done well.

By virtue of our unprecedented business growth in 2020 and 21, bethebrand has shown itself to be the proven UK leader in digital asset management systems. We have seen a record number of clients go live this year and we look forward to sharing more of their insights with you in future newsletters.

Team Changes
Director, Stefan Russell has played an outstanding part in making bethebrand what it is today. For the past 14 years he has helped drive the development of the system with his first-class client insight and supported a who’s who of financial services brands make great strides forward in streamlining and managing their marketing workflow, archive, and compliance systems. As he embarks on a new chapter in his life, with lots of travelling and new adventures, we wish him every happiness and thank him for his amazing contribution.

Joining us is Client Delivery Manager, Karen Shaw. Bringing 27 years of financial services client-side experience, latterly leading Prudential’s internal creative agency, Karen is ideally placed to help clients get the most from their bethebrand system. What’s more, she was a bethebrand client for 6 years, which means she really hits the ground running in her system knowledge from a client perspective.

Wesleyan On Board
We were delighted to welcome Wesleyan on board earlier this year. Founded in 1841, Wesleyan Assurance Society (Wesleyan) is a financial services mutual dedicated to some of the most trusted professions in society. Having developed their own marketing asset management systems over many years and with an ever changing landscape of marketing techniques, channels and assets, Wesleyan decided to look outside for the best of breed.

You can read more of their move to bethebrand here.

In-house, or Out of House?
Many clients come to us after having built their own digital asset management solution in house. What they discover is that configuring an off the shelf project management or database tool can be fraught and that a ‘from scratch’ build has significant hidden and opportunity costs. We explore these challenges here.

Get in Touch, Keep in Touch
If we can be of help right now, or you can see a requirement on the horizon, please do not hesitate in contacting me directly. We would be delighted to look at your objectives and recommend a system solution to suit your exact requirements.

Have you ever seen any of those TV programmes where famous chefs try to recreate much loved confectionary? The branded bar of chocolate that has been loved for generations is deconstructed, the recipe identified as best as it possibly can be and recreated? Each time, no matter how good the chef, it’s not quite the same. The team that has devoted its working life to that much loved chocolate bar wins every time.

It’s quite a good analogy to the specialist application of technology. It’s a sophisticated ‘recipe’, where specific experience gained over a long period of time in delivering one thing consistently delivers the desired outcome.

This is very pertinent to the development of a Digital Asset Management (DAM) system for a particular organisation’s needs. Every compliance and marketing department has a unique way of doing things. Every company has its unique culture on collaboration and idea generation, its own unique marketing communications mix and a particular combination of channels and routes to market.

Every DAM needs to be built around that unique combination. If you decide to utilise an off the shelf project management or database tool you are starting with a system with a multitude of business applications. It then requires configuration. Therein can lie quite a substantial hidden cost in drilling down into the complexities of the user requirements and matching them to the configuration options that are available within the chosen system. This invariably leads to compromises having to be made in terms of what the system can deliver.

It can also take much longer to configure than envisaged. If you have had hundreds of briefs for DAM systems, you can pretty much hit the ground running and quickly elevate above the basics of the processes into the finesse elements that will make everyone’s working day run much more smoothly. But if you are starting from a layperson’s knowledge of marketing and compliance, then the specification process alone can be a steep and risk laden learning curve. There can therefore be a substantial opportunity cost of spending time on learning and developing when there are bigger tech outcomes to create for the organisation.

But the challenges and costs only start with the build phase. There’s updates, fixes, ongoing security and new user requirements to support. With changes in personnel there’s the need to keep an IT team up to speed on a very particular suite of software that has a specific purpose, rather than supporting pan organisational need. Therein lies the most hidden cost of all - needing to relatively intensively support something quite niche on an ongoing basis.

Some of our clients come to us after they have tried to self-build or adapt something from the shelf. Some have unfortunately gone from the shelf straight to the bin because they never worked properly. Others have started out OK but become unfit for purpose because there are greater business priorities to support.

The required intensity of development and maintenance needs to drive an important return on investment consideration to be tackled at the very outset of the project scoping phase. The true lifetime cost of building a system from scratch, or configuring a generic workflow/document tool, needs to be calculated.

This calculation always leads to one conclusion - that it is better for the organisation to purchase a system that is built for the job.

In our case, we have devoted 20 years to building market leading DAM systems for many respected leading names. Before you start your project do give us a call. The economies to be gained and costs/time to be saved could be an eye opener.

Have you ever seen any of those TV programmes where famous chefs try to recreate much loved confectionary? The branded bar of chocolate that has been loved for generations is deconstructed, the recipe identified as best as it possibly can be and recreated? Each time, no matter how good the chef, it’s not quite the same. The team that has devoted its working life to that much loved chocolate bar wins every time.

It’s quite a good analogy to the specialist application of technology. It’s a sophisticated ‘recipe’, where specific experience gained over a long period of time in delivering one thing consistently delivers the desired outcome.

This is very pertinent to the development of a Digital Asset Management (DAM) system for a particular organisation’s needs. Every compliance and marketing department has a unique way of doing things. Every company has its unique culture on collaboration and idea generation, its own unique marketing communications mix and a particular combination of channels and routes to market.

Every DAM needs to be built around that unique combination. If you decide to utilise an off the shelf project management or database tool you are starting with a system with a multitude of business applications. It then requires configuration. Therein can lie quite a substantial hidden cost in drilling down into the complexities of the user requirements and matching them to the configuration options that are available within the chosen system. This invariably leads to compromises having to be made in terms of what the system can deliver.

It can also take much longer to configure than envisaged. If you have had hundreds of briefs for DAM systems, you can pretty much hit the ground running and quickly elevate above the basics of the processes into the finesse elements that will make everyone’s working day run much more smoothly. But if you are starting from a layperson’s knowledge of marketing and compliance, then the specification process alone can be a steep and risk laden learning curve. There can therefore be a substantial opportunity cost of spending time on learning and developing when there are bigger tech outcomes to create for the organisation.

But the challenges and costs only start with the build phase. There’s updates, fixes, ongoing security and new user requirements to support. With changes in personnel there’s the need to keep an IT team up to speed on a very particular suite of software that has a specific purpose, rather than supporting pan organisational need. Therein lies the most hidden cost of all - needing to relatively intensively support something quite niche on an ongoing basis.

Some of our clients come to us after they have tried to self-build or adapt something from the shelf. Some have unfortunately gone from the shelf straight to the bin because they never worked properly. Others have started out OK but become unfit for purpose because there are greater business priorities to support.

The required intensity of development and maintenance needs to drive an important return on investment consideration to be tackled at the very outset of the project scoping phase. The true lifetime cost of building a system from scratch, or configuring a generic workflow/document tool, needs to be calculated.

This calculation always leads to one conclusion - that it is better for the organisation to purchase a system that is built for the job.

In our case, we have devoted 20 years to building market leading DAM systems for many respected leading names. Before you start your project do give us a call. The economies to be gained and costs/time to be saved could be an eye opener.

Wilful blindness is far from a new term. It came to be used in legal circles in the middle of the 19th century and has cemented itself firmly as a concept, not only in law but also in many other walks of life. Not least of these is in business.

How often have we been in a situation where there is an opportunity for knowledge and an opportunity to be informed, but we simply choose not to? We choose to keep ourselves in the dark, blind ourselves to the existence of the facts, look away singing la la la la la la. (If you would like to know more about how we all succumb to being wilfully blind have a read of Margaret Heffernan’s fabulous book Wilful Blindness).

Perhaps the first and most common issue that we see in supporting clients obtain the right digital asset management solution for their financial services business is expiration dates.

Without a system driving a process to keep on top of expiration dates then keeping on top of them is simply a matter of human will.

The problem with human will is that it can be beaten down. Beaten by 101 different demands every working day, restructuring, reorganisation, people coming, people going, and simply ‘Well no one’s going to fire me for letting this slip, so I’ll stick my fingers in my ears and just start singing la la la la la la’.

In financial services, not managing expiration dates represents a significant breach risk. If you let 1 turn into 10, then before you know it you are into the 100s and systemic wilful blindness has well and truly kicked in.

If you are relying on the old ‘excel and email’ solution for document management then you are basically setting a timer for the problem to manifest itself.

If you are relying on an off the shelf document management and storage system, then more often than not you are still going to need to police a system with human beings, with their will to do the job being crushed every day.

Systems are the only answer to their management, because the last place you need to showcase your expiration exasperation is on a regulation audit.

Every financial services business is different, but the system process remains constant. With bethebrand, the system configuration can be set-up so that certain trigger events automatically generate a workflow.

So an asset that is both “Product = A or B and also “Audience = X or Y” and the expiry date gets to Z days, a workflow is auto-generated to start the asset update. In all instances, the workflow auto-adds the asset owner as the deliverable owner and auto-checks out the asset into the workflow. In addition, for example, if a print asset is archived, a stock destruction workflow is auto-generated to ensure that printed stock of that asset is destroyed.

If you are experiencing expiration exasperation, give us a call. You will find a friendly ear and an answer to eradicating the problem.

Wesleyan’s contemporarily named bethebrand system, MaRS (Marketing and Regulatory System), landed the second week of January this year and has rapidly delivered results.

Founded in 1841, Wesleyan Assurance Society (Wesleyan) is a financial services mutual dedicated to some of the most trusted professions in society and is committed to creating brighter financial futures for doctors, dentists and teachers, so they can focus on the vital work they do. Wesleyan partners with leading professional bodies, such as NASUWT, The Teachers’ Union, and the Royal College of General Practitioners, as well as advising large public sector bodies, such as the NHS Pension Scheme.

Wesleyan had developed its own system approaches, both in-house and with print partners, for a number of years. With the ever-increasing sophistication of marketing techniques, channels and assets, and the associated shift from largely print to mostly digital, Wesleyan required an ever-evolving system application. This delivered a clear understanding to the team of what their system was going to be required to do both today and in the future. It also highlighted a clear opportunity to harness the expertise of a specialist.

The decision was made to look to proprietary systems that could meet the specification. Most of all, Wesleyan were looking for a system that would work for them ‘straight out of the box’ - something that could be configured precisely, but that did not need development time.

The tender process was extensive and intensive. bethebrand stood out because it has a clear and simple approach at its core that can power intricate and sophisticated workflow processes. This is an important consideration for Wesleyan, which takes pride in the rigour of its governance processes. Furthermore, with 20 years of dedicated and focused financial services sector development, and many leading industry names as long-standing clients, Wesleyan was confident that it had chosen a trusted provider who would hit the ground running.

bethebrand delivered an agile and fluid system implementation process which allowed the team to be hands on with the system throughout. The outcome of this was that there were very few snags to overcome at ‘go live’, allowing the team to concentrate on the migration of its extensive asset archive and take the opportunity to audit and rationalise it in the process.

Four months in, Wesleyan is already enjoying improved outcomes; moving through approval processes at even greater speed without any dilution of rigour.

Furthermore, many more assets are achieving ‘right first time’ approval by compliance because of MaRS’ collaborative and diligent workflow systems.

Lockdown did not slow down Petplan in getting their new bethebrand system from brief to live in just 3 months. The new system, nicknamed RAP (Review and Approval Portal), provides a suite of functionality fully configured for the award-winning pet insurer.

Over the last 40 years, Petplan has helped millions of pets through illness and injury. Today, Petplan insures over 1.3 million pets, more than any other provider, with an outstanding record of paying 97% of the claims received. Petplan is a subsidiary of Allianz Insurance plc, part of the Allianz Global Group.

As the UK’s leading pet insurer driving a market-leading marketing programme, Petplan needed a system that could support its sophisticated multi-channel, multi-media marketing communications mix. What’s more, they wanted to further boost the business’ ability to collaborate, be creative and be nimble.

Petplan reviewed many different systems providers prior to appointing bethebrand in the Autumn of 2020. What they found is that many involved too many workarounds and compromises, or were too complicated. The team did not want to compromise in getting a system that could be moulded to exactly to how they like to work.

A great example of this is the RAP system feature to allow peer review. Rather than a signoff procedure, this allows team members to provide feedback and ideas for the development of new marketing assets. So well before an asset proceeds along a sequential signoff round, everyone can contribute and work together. This not only enhances speed to market, but also delivers the very best solution.

Petplan has built a powerful brand and managing brand delivery across all touch-points is key for success. As part of the build, bethebrand has delivered a brand guidelines and imagery site, all housed within the RAP system, providing an important brand management tool to play its part in supporting the team in driving Petplan’s competitive advantage.

The pandemic created no barrier to getting the system up and running speedily. A series of remote workshops allowed the team to quickly identify how they wanted the system configured, which laid the blueprint for rapid implementation.

“I sang 'Nessun Dorma' twice with Pavarotti, and he told me he'd heard 'Smoke' about five or six times, and every time was different. He was so jealous because if he deviated one jot from the traditional interpretation of the famous arias, he'd be crucified. We have the freedom.”

Some of us at be the brand are old enough to remember when artwork was created and transported in paper form in the last century. It’s hard enough to say ‘the last century’ let alone remember the protracted and time consuming process of marketing communications in an analogue world.

In those days where office receptions saw an endless stream of bike helmets and leather the concept of control was a far off dream. Marketing was far more ‘rock and roll’ in the context of Ian Gillan’s quote above. But the management of a brand needs to be a far more of a classical piece.

We work for many different companies in many sectors. But services businesses are a centre of excellence at be the brand. Brand management in the context of a services business is complicated.

A brand is the heart beat of a services business. It is built and defined by the product of a thousand gestures. Every human interaction either feeds or starves the brand of its desired positioning. So the management of a services brand can be anarchy if systems and controls do not lie at its heart. Because the brand is in the hands of many many people.

Digital Asset Management (DAM) has a crucial role to play in the management of a services brand. The brand identity is the emblem of the brand’s promise. Every marketing communication is the articulation of the brand’s promise, underpinned by systems and behaviours that deliver a customer experience aligned to the brand.

So if a good DAM were music it would be classical. Because a good DAM negates the risk of human interpretation in both the emblem and communication of the brand’s promise. You maintain control of what happens.

The heart of our approach is simple; to deliver DAM systems that revolutionise our clients’ marketing workflow management, ensuring full internal stakeholder involvement and delivering detailed archiving to underpin marketing and business continuity.

There is an important place for rock and roll in marketing, defined by the creative process.

But delivery needs to be DAM driven, to a classical score.

We are delighted to announce the ‘go live’ of the new bethebrand system for Just Group.

Named Arc, it is the culmination of a highly successful project that marks the progression (hence the name) of the entire business into a new era of content management.

Just Group is a leading and established provider of retirement income products and services to individual and corporate clients. As retirement specialists, Just seeks to positively disrupt markets and deliver better outcomes for customers. The business has a strong social purpose; helping people achieve a better later life by providing financial advice, guidance, competitive products and services to those approaching, at, or in retirement.

The businesses had outgrown their previous ‘out of the box’ system, which had manual components within many processes. With expansion and transformation came the need to replace the old system with a bespoke solution that would be a strong engine for the continuing needs of the business.

bethebrand’s close alignment to the needs and processes of sophisticated financial services organisations meant that they had the system, expertise and experience to support a major pan organisational change project, which would see the old system swapped out for Arc very quickly.

All the product and service brand propositions of the group timed their content management changes to enable the joint project team to transition the 2,200 plus asset library rapidly across. In parallel with this transition, over 140 team members were trained by bethebrand over multiple sessions right across the organisation.

This approach ensured minimal disruption and was achieved smoothly during the pandemic, when team members were dispersed because of the necessity of home working.

Arc has quickly delivered the improved outcomes that were anticipated, creating even greater opportunity to collaborate and innovate. A good example of this is the way the new bethebrand system has eradicated the linear way in which teams had to interact when changing collateral on the old system. Now, whole project teams can inject their thoughts and ideas holistically, positively impacting organisational agility and speed to market.

Since 2009, Aldermore Group has been backing people to fulfil life’s hopes and dreams. The Group has two operating companies; Aldermore Bank plc and MotoNovo Finance Limited. Aldermore provides financing to back UK small and medium sized enterprises (SMEs). They support investors and homebuyers with mortgage finance, while offering a dynamic online savings proposition. In March 2018, Aldermore officially became part of FirstRand, the largest financial services group in Africa by market capitalisation.

Aldermore appointed bethebrand to support the savings team solve a time-consuming process of building and approving marketing collateral. Following an extensive workshop programme involving bethebrand and Aldermore stakeholders, a bespoke solution was launched within the savings team. The pilot proved a great success. It provided the savings team with greater control over approving marketing collateral, faster speed to market and a trackable audit of material such as webpages, advertisements and customer letters. Following the success of the pilot, Aldermore’s business finance team also adopted bethebrand’s procedures.

With the well-established systems in place, Aldermore’s customers have benefited as a result. Bethebrand’s solution freed up resources and allowed Aldermore’s savings team to focus on further enhancing their product offering and service proposition. The efficiency and workflow capabilities of the bethebrand system also helped Aldermore adapt its business to the changing Covid-19 environment without interruption.

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.

The business is a leading provider of international life insurance across its core markets in the UK, Continental Europe and the Middle East and it operates in over 15 key markets across the globe.

The principal business lines of Utmost International are Utmost Wealth Solutions and Utmost Corporate Solutions:

• Utmost Wealth Solutions provides insurance based wealth solutions to clients across the globe to help preserve our clients’ wealth and safeguard it for future generations;
• Utmost Corporate Solutions provides specialist employee benefits including group life, disability and critical illness cover, as well as pension plans, to its international client base.

The company’s journey with bethebrand started in 2016 with Utmost’s Isle of Man office. The success of the system subsequently saw it launched in the Irish business in 2019.

The expansion of Utmost’s bethebrand system has been driven by the operational enhancements that it has delivered quickly and easily at every implementation stage.

Working extensively in intermediated markets in many countries means that Utmost maintains a very extensive suite of literature. For Utmost this means, for example, one product brochure may have many variations according to country, language and prevailing regulatory jurisdiction. Every piece of literature will have different stakeholders across the business. This creates not only a sophisticated ongoing project management need in terms of changing, updating or communicating new collateral items, but also an extensive and intricate archiving requirement to document the who, what, when, how and why history of every piece.

For Utmost, the key to the success of their bethebrand system is its ability to deliver simplicity. They have been able to harmonise different processes across the business into one best practice approach. It allows the team to focus on the quality of the collateral and the fostering of excellent cross organisational working, ultimately delivering great customer outcomes.

What’s more, it allows the team to react very swiftly to market changes, supported closely by bethebrand’s support and account management teams.

bethebrand expect the relationship with Utmost to continue growing to support the markets outside of Europe from 2021.

We are delighted to announce that we have launched the new bethebrand system developed for the British Business Bank. It has been 6 months in creation and delivers a bespoke experience to meet the specific needs of the organisation. The system has been named ‘DAhL’ after the well-loved author and incorporating the initials of ‘Digital Asset Library’.

The British Business Bank is the UK’s government-owned economic development bank. Its mission is to help drive economic growth by making finance markets work better for smaller businesses - wherever they are in the UK and wherever they are on their business journey. It is currently playing an important role in helping well over 1.4m businesses across the UK access the government’s Covid-19 emergency loans schemes.

bethebrand is a HM Govt G-Cloud Supplier and supports a number of Government departments. G-Cloud is a series of framework agreements with suppliers from which public sector organisations can buy cloud computing services. 4,200 suppliers have been awarded places on the agreement with over 90% of them small and medium-sized enterprises (SMEs), like bethebrand.

Over the last three years there have been several major developments within the Bank, the result of which has required a strategic review of the its brand, value proposition, customer journeys and new web and brand architecture to reflect a much more complex organisation, targeting multiple audiences.

The Bank’s products are designed and delivered through the market in order to improve the supply of finance for UK smaller businesses. It also has a strategic objective to deliver information to those businesses, educating and raising awareness around finance options so they are encouraged and enabled to find finance best suited to their needs.

DAhL is not just there to sign off materials. It is there as a strategic control and management system to help drive campaigns and ensure brand compliance within a multi-channel, multi-partner communications and education programme. It also playing a key part in boosting cross function and organisation collaboration even further at an unprecedented time for the UK and its economy.

Along the onboarding journey we have built a really enjoyable and close working relationship with the Bank’s team. Scoping and training during lockdown is not without its challenges. but with lots of lateral and creative thinking on both sides we have delivered something very special. This has included creating a system language style and help text that are immersed in the British Business Bank brand.

It is with great pleasure that we announce that British Business Bank is on board.

The past few months have been interesting times for us all. As a SaaS business we consider ourselves very fortunate to have sailed so smoothly through what are choppy waters for so many. We set out from the ‘get go’ to be there at every step for our clients, who have had the immense challenges of instant remote working to master.

Rapid Transitions

We have heard more than a few times from clients how bethebrand has played a key role in their transition to remote working. Also, many companies that we had been talking to prior to lockdown quickly accelerated their implementation schedule and we have also been adding new departments within existing clients’ systems on a very frequent basis.

Removed from an office environment it can become rapidly clear how much marketing might have been kept moving by personal interaction. But when you can no longer wander up to someone’s desk and ask for a favour to undertake an urgent signoff, everything must be driven by an utterly robust process. bethebrand allowed our clients to have that box ticked so they could get moving quickly onto the job at hand.

One Place of Truth

bethebrand offers clients ‘one place of truth’, namely the Asset Store. In there is every live document with the current correct version - forever essential during an audit, but absolutely vital in a pandemic.

By utilising the system’s comprehensive search functions, clients were able to quickly identify all the changes required. That has been no small task, with as many as 70% of documents needing some form of change.

That cannot all happen at once and needs project management. The system stepped up here as well, enabling teams to work together, traffic jobs with efficiency and keep everyone informed as to what was going on in a very live environment.

Eradicating the Watercooler

Without the proverbial ‘watercooler meeting’, managers needed a new and solid way to know what was going on. Over time we have built up an extensive collection of over 50 standard reports within bethebrand. We have seen a sharp uptick in the usage of these reports as managers help their teams perform the best they possibly can in the circumstances.

Those circumstances we just mentioned have been extensive and intrusive for many. Families in one place, home working and home schooling simultaneously, is very hard. By empowering flexible working, bethebrand has allowed team members to hand over the baton without the ‘straight jacket’ of 9 to 5.

Business As (Un)Usual

Though this is all far from over, we have all recently been able to enjoy glimpses of our normal lives. But there is no doubt that we have all been thoroughly ‘stress tested’ and we are bracing ourselves for more.

What ‘business as (un)usual’ has achieved for bethebrand is deliver probably the most extensive stress test anyone could have devised for it.

We are delighted to say it has come up trumps.

2020 has been, and is, a busy year for us.

All of our clients have been through enormous changes in their day to day working and we have been right beside them in making that rapid move to remote working go smoothly.

At the same time, we have been completing our own change project to ensure that our marketing and messaging reflects the business we are today and provides a solid platform for our continuing growth.

We are extremely proud to say that we are the brand and marketing workflow, archive and compliance system of choice for many UK and international brands. We have been at the forefront of the development of Digital Asset Management (DAM) systems that streamline the storage, creation, approval and delivery of marketing campaigns and key assets since 2005.

bethebrand today is the preferred system for over 20,000 marketing professionals, driving in excess of 250,000 workflows and a noted centre of excellence for organisation and companies operating in sophisticated governance and compliance environments, such as Financial Services, Government and Healthcare.

We enable marketers to work even more creatively and effectively together by helping bring teams and their marketing services suppliers even closer together to create and deliver campaigns with outstanding customer outcomes.

We take the time to understand the particular complexities of our clients’ communications environments so they can ensure their communications meet the relevant regulatory requirements by setting up standard processes to review items, create new items, or fast-track items with minor amendments.

bethebrand is proud to be Stage 2 FSQS accredited (the advanced stage of benchmark certification process used by major UK banks and financial institutions when selecting suppliers and monitoring internal governance and control) and be a HM Govt G-Cloud Supplier (a series of framework agreements with suppliers from which public sector organisations can buy services without needing to run a full tender or competition procurement process).

Our new website offers visitors a sophisticated insight into our system’s capabilities in a fun and engaging way. It also offers us the opportunity to provide ongoing updates on system development, deliver handy tutorials on getting the most from the system and news on how the company is growing and developing.

Business is changing at a rapid pace as we all adapt to our new marketing worlds. You can rest assured that bethebrand will always be learning, developing and delivering at pace to ensure that we are firmly at our clients’ side as they explore the opportunities that lie ahead to further their competitive advantage.

• Enhanced search capability - predictive search words, As soon as you start to type in the Asset Store Search Box, the system shows you the 6 most popular recently searched keywords that contain the text you have typed.
• Reports email instructions - Clients can now manage the preface of any report as part of subscription email content text. Ability to give clear instruction to the end user.
• Mark-up tool enhanced - To make it easier for reviewers in multi-asset workflows, we have added a new “Review Next Asset” button within the Mark Up Tool.

We have lifted the change freeze and are operating as normal. New client wins to be announced soon along with system releases and infrastructure improvements.
We are witnessing system usage levels returning to normal (although for some clients they remained unchanged) and are looking forward to getting the British Business Bank live.

It looks like the call that we move to working from home was the correct one. We are all settled into our revised working routines. Most of our clients are also transitioning to new ways of working.
We are implementing a change freeze for a period to minimise the risk of additional disruption. We will continue with essential updates and focus our development time on some of the projects/ investigations we have been wanting to get stuck into for a while.

In anticipation of a lock down be the brand experience has decided to move all staff to a home working model this week. Around 40% of us already work from home and we have planned for such an event in our business continuity planning.
We do not anticipate any disruption to services.

New Functionality added:

• User out of office functionality - Alerts users you are not currently available for tasks in workflows.
• Enhanced search capability - We have added the ability in the Asset Store to search for text from within a flat file.

New Functionality added:

• Auto create workflows - Functionality has been added to enable configuration so that certain “trigger events” in asset metadata now automatically generate a workflow. Saving clients time and effort.
• Branch Comms toolkit - We have reworked the asset distribution functionality so that emails can be created and sent to external addresses, with attached assets, from the Asset Store.
• This has been developed in partnership with a major Building Society who wanted to empower staff across their 70+ branches to send only the latest compliant literature to customers.

bethebrand experience is pleased to announce that as of June 2019 we are now fully FSQS accredited.

What is FSQS accreditation?

FSQS is a qualification system for the financial sector, used by a broad spectrum of financial services providers, including major banks, building societies, insurance providers, asset managers, et al.

It is designed to standardise and manage requests for compliance and assurance data for the financial services organisations that have adopted it.

As the regulated environment becomes more complex, FSQS provides a standard and simple mechanism for collecting and managing supplier compliance assurance information across the sector.

It is a cross-sector collaboration solution which reduces the time, cost, resource and duplication currently needed to provide information to financial institutions.

What does FSQS accreditation cover?

In order to gain FSQS accreditation, a supplier must meet a host of strict criteria in regards to operational policies and procedures. Topics include:

-IT Security

-Disaster Recovery

-Data Protection

-Ethical Business

-Diversity & Inclusion

-Anti Bribery

-Anti Slavery

What does this mean for organisations considering bethebrand experience as a supplier?

In a nutshell, it means that in working with bethebrand experience, you are working with an organisation whos systems and processes have been reviewed and accredited against industry standards as defined by FSQS. This should make it easier to do business with us as a significant amount of due diligence has already been performed via the FSQS accreditation.

I want to know more about FQSQ accreditation:

Further information on FSQS accreditation can be found here: http://www.hellios.com/procurement/fsqs.html

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.”

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

• More than 2600 revisions of assets in 2018 through MyCampaign.
• Over 240 active users, ranging from product, marketing and strategy teams to compliance, legal and their branch network.
• The user base has almost doubled in its second year and further expansion is envisaged throughout the Coventry Building Society network.
• Ability to see current volumes of work and gain instant MI.
• Removing a previously manual process.

“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.”

Jes Ongley, be the brand experience's COO has become the 2018 "Champion of the dice", having recently won the 2018 World Perudo Championships held at the Institute of Engineering and Technology (IET) in London.
click here to read more

https://toyworldmag.co.uk/news/champion-of-the-dice-declared-at-2018-perudo-world-championships/

G-Cloud 10 has just launched and be the brand experience are listed. This means any government department can easily start using our solutions by ordering / calling off from within G-Cloud.

Matt McColley, has just started with be the brand experience as our New Business Director. As positive feedback and rave reviews have been received for version 2, and subsequent enhancements, we have started working with Matt to manage and develop our sales pipeline. As a veteran of software sales, Matt brings ideas, structure and enthusiasm to our future growth.

One of the best known names in UK life assurance with an illustrious history is the latest new client to deploy be the brand experience's software to help manage their financial promotions and compliance activities - bringing a nearly 200 year old insurance brand back to life.

We are pleased to announce that we have been selected by a UK government department following a competitive tender process - more news to follow as deployments complete.

Be the brand experience are delighted to now have our first client in the Emerald isle. The specialist solutions provider in the European insurance & reinsurance market has just gone live following a speedy 10 week deployment process.

Our CTO, Guy Hainsworth, is having a well earned rest after the successful migration of all clients to our new hosting infrastructure. To keep up with demand from existing and new clients , we have had to step up the primary hosting site. The new infrastructure offers greater (and easier) future scalability and much improved resilience. Details of the new infrastructure stack are available on request.

We are very excited that the UK business of a major American insurer specialising in employee benefits have selected & deployed be the brand experience's configured platform to support their compliance and regulatory activities.

An award winning retail bank which provides financial services to small and medium-sized businesses has gone live with be the brand experience's solution to manage their financial promotions process.

After a successful configuration and training we are pleased to welcome another mutual to our list of live clients. This top 5 Building Society has selected be the brand experience as the platform to manage their financial promotions lifecycle on and we look forward to becoming an integral part their marketing and compliance activities.

Be the brand experience welcomes their latest client with The Medicines & Health product Regulatory Agency (MHRA). Joining our growing group of clients in the public sector, MHRA will use bethebrand for the storage and access of all marketing assets as well as workflow approvals.

MHRA procured be the brand's Digital Asset Library and Workflows tools through the G-Cloud framework. After a thorough search through the Digital Marketplace, MHRA selected Bethebrand to meet their requirements for a digital asset library and marketing workflow approvals. A quick deployment followed with MHRA going live a short few months later.

The G-Cloud framework can be used by organisations across the UK public sector including central government, local government, health, education, devolved administrations, emergency services, defence and not-for-profit organisations.

Be the brand offers Digital Asset Management (Asset Store/Library), Workflow Management and CommsBuilder Templates through this agreement. The Crown Commercial Service (CCS) works with both departments and organisations across the whole of the public sector to ensure maximum value is extracted from every commercial relationship and improve the quality of service delivery. The CCS goal is to become the "go-to" place for expert commercial and procurement services.

Be the brand has recently been awarded a place as a supplier on the G-Cloud 8 framework. We provide solutions for Digital Asset Management, Workflow Approval and CommsBuilder Templates through G-Cloud. The Be the brand agreement can be used by organisations across the UK public sector including central government, local government, health, education, devolved administrations, emergency services, defence and not-for-profit organisations.

Be the brand offers Digital Asset Management (Asset Store/Library), Workflow Management and CommsBuilder Templates through this agreement.
The Crown Commercial Service (CCS) acts on behalf of the Crown to drive savings for the taxpayer and improve the quality of commercial and procurement activity.

The Crown Commercial Service (CCS) works with both departments and organisations across the whole of the public sector to ensure maximum value is extracted from every commercial relationship and improve the quality of service delivery. The CCS goal is to become the "go-to" placefor expert commercial and procurement services.

Call us on +44 (0) 20 7199 0360 or email info@be-thebrand.com to find out how we can help with your marketing needs

Be the brand are pleased to announce that another Edinburgh based Financial Services provider has selected bethebrand to automate the management of their Financial Promotions asset lifecycle. Our digital asset store and workflow automation capability provides them with a cost effective, scalable and agile solution which will be up and running in a few short months.

To learn more, get in touch with us today!

Continued functional enhancements has led to fantastic results in 2015, including more new deployments than in any previous year of the company’s history. This phase looks set to continue during 2016 as positive feedback from users and clients spreads across the UK FS sector.

Our structured, client-focused deployment approach ensures efficiencies right from the point of Kick Off, and we tailor the roll-out plan to meet our clients’ specific time scales.

New functionality includes multi-asset work flows, video mark-up and a new dashboard. We always take our clients’ desires on board and release functionality to meet their demands. This new functionality is usually included in a standard upgrade and is available to all of our clients as and when they elect to do so.

Interested in a quick chat or an on-line demo ? Contact us today.

Marketing is complex, managing it doesn’t need to be

One of the largest financial advice networks in the UK has selected be the brand to help manage their advisers’ financial promotions. A different approach than the standard financial services client, they had an extra workflow configured to allow advisers to upload their marketing promotions for review and approval. The corporate office financial promotions team are alerted to review / approve upon submission. There are different SLAs for different tiers and all progress is quickly available on-line with user-specific dashboards.

Be the brand configured an extra work flow to meet the specific requirements for this process while still allowing other users to operate a standard workflow for internal, corporate use. The integrity of the core functionality is maintained for both sides of the operation and transparency for all workflows remains intact.

Contact us today for a quick chat or an on-line demo. See how we can help streamline your financial promotions process.

An award winning pensions provider has selected and gone live with bethebrand, our automated work flow / financial promotions software solution. With auto-enrolment deadlines fast approaching, this pensions provider elected to centralise their marketing processes for more efficient and transparent reviews and approvals. In under 4 months bethebrand was configured, deployed, users were trained and the system went live. With a Defaqto 5 Star Rating in auto-enrolment, we are proud to welcome them as another member of our elite client base. To find out how bethebrand can help you, please Contact us or ring us on 020 7199 0369.

From kick-off through to UAT and going live - 4 months flat. Our newest client has deployed bethebrand during one of their busiest seasons. Three core marketing teams, various external agencies and a complex corporate structure made this an especially quick turnaround. An intense penetration test performed by their Global IT department was done and our newest client is off and running with bethebrand. Another happy client on the books.

The first client to move onto V2 was one of our first clients ever ! After seeing the new release, the marketing team was keen to upgrade to V2. The ease of use, streamlined workflows and full configurability convinced them to make it a goal to be the first client on board. A key customer for nearly 10 years, they were more than confident in our ability to continue to deliver a state-of-the-art marketing solution to support their marketing operations. Chalk up another win for bethebrand.

A global leader in customer engagement and loyalty solutions has selected bethebrand to create and deliver products and services that strengthen brand relationships and increase overall customer profitability. Helping clients across a broad range of sectors, this outsourcing client will use bethebrand to manage all of their clients' financial promotions. By managing compliance, legal and marketing stakeholders early in the workflow, the asset can be sent to their client for approval after all internal comments have been incorporated. A full audit trail is maintained which streamlines communications for all parties. Another big win for bethebrand ! With over 1,200 employees offering services in 17 countries, this is a great start to a long-term relationship.

Our latest client has operations in London, Dundee and Aberdeen. With two legal entities and one central in-house creative team, segregation of duties and full audit trails were key factors in selection. The on-line Dashboard shows a personalised view of tasks currently outstanding and a few clicks shows the entire workflow - tasks, people / teams assigned, expected completion dates, etc. Traffic managing becomes easy with the Re-Assign function to keep the workflows as streamlined as possible. As the first new client on Version 2, they are keeping our marketing momentum at the forefront and our software cutting edge.

The much awaited Version 2 of bethebrand has been launched. Managing marketing just got a lot less complex as a complete re-write of the application goes live. We have combined our 10+ years of experience in automating marketing workflows and digital asset management with the latest web development technologies to bring the best solution to market. Initial feedback from those who have peeked under the hood has been stellar.

The parent of a long-standing client has chosen the Asset Store from be the brand experience to centralise logos, brand guidelines and other marketing materials. Self-registering all users on an as-needed basis,new functionality and ease of integration with other subsidiaries made the decision relatively simple. Full customisation of Asset Data, the powerful search engine and the ability to house virtually any type of file were key decision points as well.

Another Financial Services client win as a leading UK insurance provider selects bethebrand. With a large base of existing clients and an aggressive growth prediction, the need for a streamlined marketing tool was paramount. The centralised approach helps to ensure that creative, stakeholder, legal and compliance teams can easily integrate the brief, review, approval and publishing of all marketing materials, including customer facing letters and client proposals.

A leading savings and investments company has launched our brand asset management solution. First on board is the internal communications team who use creative templates to reduce art work costs while centralising brand collateral in an asset store and image library.

More details to follow, but another US based, Fortune 500 technology firm has joined our growing ranks. Along with Citrix and VMware, be the brand experience continues to gain ground in this dynamic, game-changing sector.

Following a successful pilot project, a leading health care provider has fully deployed be the brand's marketing resource solution in the UK to bring their marketing supply chain together in one on-line collaborative work space. Marketing communications and financial promotions are streamlined with the creation, review, approval and archiving of brand and marketing assets.

A leading UK annuity provider has gone live with bethebrand. As a marketing resource management tool, the solution centralises all marketing collateral on-line, manages the asset life cycle, reviews and approvals. Automating next review dates, version control and archiving for financial promotions delivers speed and control.

The MBA programme at Cambridge University, selected BTB as one of their Cambridge Venture Projects for 2012. The students delivered a 'go to market' strategy to focus our business development and growth. The team delivered an insightful presentation with some very defined and actionable outcomes.

http://www.jbs.cam.ac.uk/companies/student_projects/cvp/index.html

After an external, independent review of brand asset management solutions, Citrix has rolled out OneBrand to Citrix Online. Migrating to the new asset store allowed them to rapidly configure an extension of the existing solution for this division.

The Environment Agency has launched their external Publications Catalogue using our asset store solution. An extension to bethebrand enables assets to be available in a public facing library. The end to end solution publishes documents that are searchable and downloadable while hard copy items can be ordered and paid for, with real time stock checks.

See https://publications.environment-agency.gov.uk/

The new version of the asset store, core to our Digital Asset Management proposition has been launched.

Feedback has been amazing from both industry insiders and clients who have seen it in action.  We will be rolling this out across our client base during 2012 but if you want a sneak preview get in touch.

Sovereign Housing have implemented the Cre-art solution to help them maintain current levels of communications being generated but with a reduced resource capacity.

Communications experts are able to retain brand and tone of voice control. User created communications go through an approval loop before the solution releases unwatermarked communication items. The solution is being used to create posters, leaflets, information packs,newsletter etc.

After a rapid deployment and some intensive training sessions in Johannesburg the South African global financial services disruptor, Discovery, is now live using.

Our latest deployment, at a leading UK Financial Service challenger brand, has been completed with a successful launch.

Essex Council are piloting Cre-art to create low cost, on brand communications for public facing events- with over 40 users involved in the pilot.

Great news, be it a little late; Dunnhumby are now live using the system to manage the digital content creation and delivery.

Scottish Life has recently added full Print Management functionality into ComStore (the name for their customised PhinPro system developed by be the brand experience).

As of November 2009 all print quotes and orders are now managed through ComStore. Users can submit print quote requests to the Scottish Life’s print management company, who provide the quote back through ComStore for approval and audit ability of the end to end process. Print specifications for each item type have been predefined and are automatically pulled into the quote request to ensure consistency of print outputs.

Integrated reports provide a quick overview of total print cost in any given period including information on order originators, chosen printer and cost centres.

Liz Thompson, Scottish Life’s Marketing Compliance Officer comments: "The functionality is straightforward and easy to use and has enabled us to successfully standardise and streamline our print order process."

be the brand experience had adopted the beaver as their mascot.  In keeping with our environmental awareness campaign, the team decided to send Christmas e-cards to all our clients.  The savings from printing and postage has been put towards adopting two beavers managed by the Scottish Wildlife Trust, Charity # SC005792.

If you would like to make a donation to the Scottish Wildlife Trust please visit their website: http://www.scottishbeavers.org.uk/

Prudential's Insight Team send out a newsletter each week detailing the latest market research items (i.e. assets) that have been added to ‘The Hub’ (the name they give to their system). Previously this would have involved writing an email, downloading files from The Hub and sending them out with the email, which was not only time consuming for the writer but also required sending sizeable attachments.

The new functionality allows selected users logged into The Hub to create a branded newsletter with editable text fields (heading, introduction etc), the ability to select which items of research should appear within the newsletter (including certain metadata) and email this out to distribution lists. The branded email that is received then contains the entered text and the research item details along with a link to download the item directly from the Research Library (Asset Store).

The result is a simple, streamlined newsletter that provides consistency and saves both time and precious inbox space.

If the Newsletter functionality sounds ideal for your be the brand solution, please contact your Account Manager for more information.

be the brand experience employees have always been conscious of the environment and are quite excited about the whole idea of '10:10', a campaign set up and run in conjunction with The Guardian.

The whole idea of the campaign is quite simple; 'Reduce your carbon footprint by 10% in 2010'. Can this be achieved? Yes, it’s a matter of embracing changes and working together in achieving the ultimate goal - reducing the amount of carbon emissions going into the atmosphere.

be the brand experience have already started incorporating small changes within our office, for instance; recyling, reducing traveling by doing online demonstrations of our system, changing our electricity provider, conducting management meetings through Skype.

Co-operative Financial Services have just gone live with the latest upgrade (version 1.8) of their "alf" system.

The main additions were adding functionality to automatically inform relevant channels whenever a new or updated item goes live and also further enhancing the suite of TCF reports taking the total number of customized TCF reports to 10.

After 5 good years at The Tea Building it was time for a change. 'be the brand experience' have moved. We are now based in Scrutton Street, Shoreditch. Yes, the street well known for banksy’s ‘Smiley Grim Reaper’ (http://www.artofthestate.co.uk/banksy/Banksy_reaper_scrutton.htm)

Please note for full address details do view our contacts page on the website.

Noughtilus was developed during 2008 to enable marketers to measure the environmental impact of marketing campaigns. The solution is configurable to enable different clients to define supply chain resources (in terms of their impact and impact variables/ drivers).

Noughtilus has been launched with The Guardian under the banner of eco:metrics; we configured a version of the solution to reflect The Guardians campaigns and resources.

Eco:metrics overview (from The Guardian.com)

Measuring the CO2 impact of media schedules

We recently launched eco:metrics, a world-first web-based tool that enables us to measure the CO2 impact of our own media schedules. We are offering this tool to clients and agencies. It includes data on supplements, microsites, audio, video, mobile, events and promotional ads.

Adam Freeman (Commercial Director) says: "We will use this knowledge to have an open and collaborative dialogue with our advertisers, which explores more sustainable ways to do business. In short, we want to combine creativity and innovation with sustainable thinking and best practice. Our aim is also to introduce tools and metrics to which the whole media industry can contribute. We hope that this will add to the debate around sustainable and effective marketing communications."

You can view the eco:metrics article at http://www.adinfo-guardian.co.uk/display/green-ethical/ecometrics.shtml.

Scottish Life have become the latest leading player in the financial services sector to select be the brand experience as their partner for deploying a Financial Promotion lifecycle management system.

This further cements our position as clear market leaders in the provision of Marketing Resource Management (MRM) technology to the UK Financial Services industry

Case study to follow.

National Savings & Investments goes live with PhinPro, our Financial Promotion lifecycle management system.

National Savings & Investments also adds to our expanding list of Government credentials with the Environment Agency already having been live for over a year; reflecting our ability to offer demonstrable benefits to Government clients.

Case study to follow.

Available to both PhinPro and Brand Asset Management users we released our Print Management module this month. The modules manages the print request, briefing, quotation request, response and ordering process. This expands the scope of both solutions to incorporate the print procurement and stock ordering.

Following the launch of our PhinPro product we are pleased to have ended 2008 on a high with three new client wins in December. The clients continue to demonstrate that PhinPro is the strongest marketing automation solution for Financial Services. All three wins followed extensive tender processes during which we were evaluated against others; and won.

Further details will be released during 2009.

PhinPro (Phinancial Promotion) is an off-the-shelf, configurable version of our Marketing Resource Management solution customised specifically for Financial Services. Operating in a highly regulated environment demands standardised, compliant and efficient process; Directors need to confidence that the Financial Promotion lifecycle is being effectively managed to minimise risk exposure.

We have embedded our extensive experience in delivering marketing resource management solutions to the FS sector in PhinPro. PhinPro provides a rapidly deployable solution delivered on a Software-as-a-Service (SaaS) basis.

Contact Adam Hainsworth (Link to contacts page) to find out more.

The 'be the brand experience team' decided to do something a little different this year by donating the money that would have been spend on sending Christmas cards to clients to the Scottish Wildlife Trust - The Return of the Beaver appeal. Charity # SC005792 - Our donation will help raise the £750,000.00 required to accomplish this conservation project. http://www.scottishbeavers.org.uk/

We must review our pricing structure; after the first year of use the Environment Agency have reported back that the solution paid for itself in less than six months of use. Great news, especially as the value generated will only increase as the system beds in and use increases.

The UK's leading ethical financial services group has selected be the brand experience to create and deploy a large-scale marketing resource management system. The customised system (alf), caters for Co-operative Bank, Co-operative Insurance and Smile Bank, and provides a robust and auditable process for managing the development and use ofall marketing materials. The system is customised to suit the size and complexity of CFS’s organisational processes and supply chain, and also includes a centralised asset store from which the latest versions of all marketing materials can be accessed.

The system places a particular emphasis on ensuring compliance with FSA regulations during the approval process, and key anticipated benefits include greater control and visibility, reduced lead times, faster signoff and less document circulation. Other benefits result from increasing the value realised from brand assets, and reducing the costs associated with creating and updating them.

CFS has recently undergone a large restructure and alf is a key part of their new way of working. The transformation was a collaborative effort involving a number of parties, including be the brand experience.

be the brand experience provided full training for all users, who ranged from Compliance and Marketing to Legal, Technical and Business Management. be also successfully integrated multiple design and print agencies into the final solution and had them fully trained prior to going live. The system was successfully launched late February 2008, following a well-executed pilot run.

"We are delighted that CFS chose be the brand experience to help them manage the process for creating, approving and storing their marketing and communications materials and we are proud to be working with the market leader in ethical FS products"

Jes Ongley, be the brand experience

About Co-operative Financial Services (CFS)

With some 6.5 million customers, Co-operative Financial Services (CFS) is a leading provider of car insurance, mortgages, current accounts, home and contents insurance, credit cards, life assurance, personal loan and pensions. CFS was formed in 2002 to bring The Co-operative Bank, Smile and the Co-operative Insurance Society (CIS) together, and has developed a reputation for providing quality products and services and leading the way on ethics and the environment.

About be the brand experience

Be the brand experience is a leading provider of Marketing Resource Management technology (MRM). Be the brand experience enables clients to achieve more by developing effective, affordable custom-built technology solutions that empower users to better manage marketing workflows, brand assets and suppliers, resulting in lower costs, lower lead times and greater brand consistency and compliance. For more information, please contact info@be-thebrand.com.

be the brand experience has just launched a powerful new tool that revolutionises the way document owners interact with their colleagues during the reviewing process. The solution emerged out of be’s extensive experience of reviewing processes in a number of blue-chip client organisations, and not only ensures that the right people are involved at each stage, but also captures their comments in a simple and collaborative online environment. The final document is only made available after having been approved by all stakeholders.

Early uptake amongst a number of be’s existing clients has confirmed that the tool is able to significantly reduce the number of times documents need to be circulated, freeing up valuable time and resources within client organisations.

Main Features:

- Collaborative reviewing - allows reviewing to take place in a simple collaborative online environment

- Full comment history - captures all comments in full

- Enables rapid creation of agency brief

Recent Client Highlights

- "Removes need for every system user to have Adobe Acrobat in full, which greatly reduces our Adobe licensing fees"

- "Process efficiencies - no need to collate all comments from different reviewers into a single document, (saves project manager huge amount of time and effort)"

- Reduced number of document circulations saves effort and reduces lead times”

For more information, or to take advantage of this fantastic new solution, contact your client services manager now, or email us at info@be-thebrand.com.

About be the brand experience

be the brand experience is a leading provider of Marketing Resource Management technology (MRM). be the brand experience enables clients to achieve more by developing effective, affordable custom-built technology solutions that empower users to better manage marketing workflows, brand assets and suppliers, resulting in lower costs, lower lead times and greater brand consistency and compliance. For more information, please contact info@be-thebrand.com.

In their recent special 'Green Supplement', Media Week highlighted how the media sector has arguably been "slower than other industries to adopt environmentally friendly policies into everyday practice", also noting how it has never been under more pressure to do so:

"Reducing carbon footprints is simple housekeeping for businesses in areas such as retail and finance. These firms are turning attention to their supply chain. If an agency hasn’t been asked about this already, it certainly will be this year."

Solitaire Townsend, CEO of sustainable communications agency Futerra

In light of this, journalist Patrick Dye used Noughtilus to illustrate the carbon footprint of a typical TV ad Vs a Standard Press Campaign. The analysis highlighted some of the most carbon intensive activities involved in each campaign, which ranged the sheer volume of paper consumed to a series of long haul flights for filming overseas.

The report voices growing concern amongst brands, media owners, agencies and clients about the environmental impact of marketing activities, and further emphasises the need to measure and manage the environmental impact of marketing campaigns.

Good news for Noughtilus, which is uniquely positioned to help them do just that.

The MediaWeek Green Supplement is available online at the following address, http://green.mediaweek.co.uk/index.aspx

Or to find out more about Noughtilus, please visit www.noughtilus.com, or email info@noughtilus.com.

StudioBe is a ground-breaking new design service based on a technology that streamlines and automates much of the non-creative side of design agency work. The technology produces a wide range of quality post-concept communications materials quickly and efficiently, providing you with a far superior return on your investment than conventional alternatives.

This technology based creative production service has been created in response to the accelerating trend of disaggregation of creative services. StudioBe saves time and money by looking specifically at post-concept tactical design and communications work, and tackling it efficiently from an automated mass-customisation perspective.

How it works:

Typically, your lead agency develops your campaign/brand concept
We create live, flexible templates according to standard brand guidelines
This enables us to produce a wide range of custom-built professional branded communications materials quickly and efficiently
Our software manages the development and approval process according to your unique business model
All costs, activities and mark up comments are tracked and recorded - increasing clarity and rendering each project fully transparent and auditable
Benefits:

You pay a single flat rate with no hidden extras
You avoid paying premium rates for simple day-to-day tactical design work
We support your creative team, taking the strain of the mundane off their hands and enabling them to focus their talents on more creative work-streams
You reduce communication lead-times, increase your communication turnaround and drastically improve your ability to meet and exceed your communications objectives
About be the brand experience

be the brand experience is a leading provider of Marketing Resource Management technology (MRM). be the brand experience enables clients to achieve more by developing effective, affordable custom-built technology solutions that empower users to better manage marketing workflows, brand assets and suppliers, resulting in lower costs, lower lead times and greater brand consistency and compliance. For more information, please contact info@be-thebrand.com.

Distributing files is difficult and time consuming, especially with standardfile size restrictions on emails. However, it’s becoming increasingly importantto be able to access and distribute large files, both internally and remotely.In order to overcome this problem, you may find that you are unofficiallyresorting to unsecured removable media or a number of questionable websitesoffering free-upload services. Such practices don’t just expose yourorganisation to inappropriate content and spamming devices, they also createserious security risks and undermine process controls that manage access tocontent.

The solution is 'My Store'.
My Store lets you professionally store, access, and share large files with ease,whilst also enabling you to manage access parameters. Below are some of thehighlights and benefits of this

Highlights:

Usability

• One-shot multiple file upload
• Tagging

Security Control:

• Secure file storage and distribution
• Automatic virus scanning on upload
• Automatic logging of file distribution history
• Automatic logging of external file downloads
• Control over access parameters

Benefits:

• Improves large file management
• Improves internal file distribution & sharing
• Enables external file distribution
• Provides greater security and control

First takers:
Prudential are the first client to take advantageof this new module. They will use it to manage the process of sending largeartwork files to printers.

Adam Hainsworth (CEO of be the brand experience) attended the Westminster Carbon Counting Conference on the 24th of January 2008 on behalf of Noughtilus; a radical new online tool that enables marketing professionals to measure and manage their environmental impact.

With support from the All Party Parliamentary Climate Change Group (APPCCG), the Open University and the Royal Institution of Chartered Surveyors, the conference launched the first of a yearly Carbon Counting initiative, bringing together leading figures in the field of carbon accounting to collectively review, develop and update the main carbon counting methods using case studies and rationales.

Held in the prestigious venue of the Institution of Civil Engineers, the initiative essentially provided a forum for businesses, politicians, local authorities, consultants, professionals and academics with a stake in carbon counting, auditing and targeting to get together and ensure their methodologies are mutually compatible, effective, replicable and relevant to the wider social challenge of reducing carbon emissions nationally and globally.

The event was followed by a reception at the House of Commons.

As brands are becoming more aware of the need become sustainable the scope of Marketing Resource Management systems needs to expand to consider the footprint of resources that are used in marketing. As the link between the consumer and production marketeers need to both incorporate sustainability into their brand message and ensure they work in a way that minimises the footprint of marketing activites.

be the brand experience has deepened the functionality within the MRM solution to incorporate sustainability gateways into workfow processes.

In a separate venture with Clownfish Marketing we are launching Noughtilus llp; a solution focussed on enabling marketeers to evalute the social, environmental and ethical impact of channel marketing activities.

be the brand experience has supported the initial phase of the recently launched AchieveZero. AchieveZero is a WOM (Word of Mouth) concept focussed on creating a community of people who want to support businesses that have committed to a sustainable future through changing their purchasing pattern (and influencing their friends and colleagues).

Fur further information on be the brand experience's leadership in marketing automation please contact us.

The leading public body for protecting and improving the environment in England and Wales has selected be the brand experience to create and deploy a centralised online brand asset management solution across their supply chain. The system will not only manage the development and use of key brand resources, but will also empower people to generate brand consistent marketing materials using templates.

Key benefits of the system include reducing the costs associated with developing and updating brand assets, increasing the utilisation of and value realised from key brand resources, and strengthening brand consistency. It will also free up design resources to focus on more creative tasks. From October 2007, a user base exceeding two hundred have been using the system with great success.

"We are excited that the Environment Agency selected us after a comprehensive competitor review. They are a fantastic client and we are very much looking forward to working together"

Adam Hainsworth (CEO), Be the Brand Experience

"Our Brand Bank system is a fantastic way to manage our brand. It means that our assets are up-to-the-minute and everyone works to the same standards. And our templates make for flexible, easy and cost-effective communications."

Margaret Gladstone, The Environment Agency

Who is the Environment Agency?

The Environment Agency is the leading public body for protecting and improving the environment in England and Wales. They work to ensure that the environment is looked after by everyone, so that tomorrow's generations inherit a cleaner, healthier world.

Adam Hainsworth, CEO of be the brand experience, is to hold a session on green marketing at the DMA's Ethical Marketing: The Business Opportunity seminar.

Key Content at the seminar:

- What the latest research shows about consumers' buying habits and changing trends and how they are affected by ethical marketing around a product.
- How to be more ethically sound in communications in order to appeal to more environmentally friendly consumers.
- How to get your initiatives heard by the relevant parties.
- Plus a series of case studies from leading brands.

Please visit Ethical Marketing: The Business Opportunity website (http://www.dma.org.uk/content/Evt-Article.asp?id=3990) for more information.

09 March 2007, Paris La Défense: Adetem is the French National Marketing Association consisting of 670 companies and over 1300 members.

Adetem has 3 main objectives:

- to organise and promote exchange between marketing professionnals
- to provide information about markets, business environments, events and marketing news
- to communicate marketing best practices to all members

The presentation will develop understanding of how technology can be used by marketers to manage the challenges of maintaining brand equity in a multi-channel environment. Some of the issues discussed will be brand dilution, need of increasing speed to market/ internal process efficiency and lack of visibility on activities and costs.

Presentation will be for the 'Communications et Marketing' club (Adetem has 11 professionnal active clubs).

Details and subscription (text in french) HERE (http://www.phillips-internet.fr/adetem/coMmars.html).

January 2007: be the brand experience have enhanced the CommsBuilder module, to allow end users to easily create professional, personalised HTML communications via customised pre-loaded design templates. The user needs no HTML skills or knowledge what-so-ever.

Templates have fixed place-holders built-in, which gives marketers the freedom to insert images, text, links or imbed video. These placeholders give great flexibility in design, but always adhere to brand guidelines specified during the creation of the template. Additional features include being able to easily hyper link the reader/recipient to on-page or external destination.

The templates link to a central database (the Asset Store), where all approved images are kept. In addition, users can also be allowed to add images from their local directories.

The HTML extension builds on the current (print) CommsBuilder functionality, with its easy to use interface, and can be linked to your existing e-communication distribution engine - drastically cutting the cost of creating and re-working e-communications.

The HTML CommsBuilder is currently in beta testing and will be live in the first quarter of 2007.

After 12 months of running their marketing literature creation and sign off processes, and storing all materials via Prustore, Prudential are now rolling out Prustore to other areas of the business - thus further increasing its benefits. Over 9,000 projects (each equating to creating or updating a piece of literature or web page) have been run so far with a full audit trail of approvals easily accessible as per FSA requirements.

First to come on board was PruHealth (a joint venture with Discovery - a South African company) who went live in March 2006 after a short proof of concept. Where necessary, Prustore has been tweaked to accommodate variations in their workflow process.

The Customer Response Unit (CRU) went live in May and use Prustore to store, access and update all templates of all customer facing letters and post sale support.

Customer Services are likely to be the next area of the business to begin using Prustore and are currently going through the scoping process to agree their exact needs and required processes.

UIA has deployed a new customised marketing resource management solution to improve marketing efficiency and help keep marketing campaigns in line with financial regulations. The deal was signed with be the brand experience, a services provider firm.

Brandstore will enable UIA to co-ordinate direct mail, advertising and digital marketing campaigns, improve approval processes and keep complete, easily accessible, electronic audit trails for regulatory compliance purposes.

"We were impressed with the functionality of be the brand's MRM solution," said Damian Reilly, head of marketing at UIA. "The tool gives us the ability to electronically co-ordinate all parties involved in the marketing campaign process...

To read the full story, please register HERE (http://www.postmagazine.co.uk/public/showPage.html?page=post_breakingnews_story&tempPageName=334443) to continue.

be the brand experience sponsors the annual Henry Stewart MOM conference held in the Radisson Hotel in London.

22 May, London: This summer marks the five year anniversary of Henry Stewart's Digital Asset Management (DAM) Symposium and sees the international event for DAM and Marketing Operations Management (MOM) return home on 20 & 21 June for its 2006 London show. The event features a wealth of case studies highlighting real world knowledge and lessons learned, and the successes and ambitions of DAM and MOM professionals who have successfully deployed and leveraged asset management to create new capabilities and revenues.

The symposium offers an intensive two-day programme tailored to the specific objectives of project leaders in all phases of DAM & MOM implementation - from basic storage, search and retrieval, to the integration of metadata into ingest-create-manage-distribute workflows.

Renowned for respecting the value of real world experience, Henry Stewart hands over to the true experts, professional practitioners of DAM and MOM, to provide essential best practices and actionable advice on how to select, deploy, maintain and leverage these technologies and strategies.

Read the full press release HERE (http://www.damusers.com/press_release_Lon06.asp)

Citrix further integrate asset store and projects modules, linking with print mgt company stock systems.

be the brand experience have just updated Citrix System Inc's OneBrand MRM solution. This upgrade enhances the design of OneBrand to ensure that Citrix's brand management tool followed Citrix's latest website guidelines.

This update also saw OneBrand integrating with JKG Group, Citrix's print management vendors, print fulfilment system. The was a joint project in which be's technical team worked with JKGs technical team to provide a end to end asset management, workflow and print fulfilment ordering system for marketers in Citrix and their channel partners.

OneBrand added a cart shopping basket functionality that enables users to add selected orderable collateral. On checking out, the order is placed into the JKG fulfilment system.

"Implementing an MRM system can greatly improve the efficiency of a company's marketing function" says Adam Hainsworth in the May Issue of Financial Marketing Magazine.

While it's fair to say that in the past financial services companies were never pioneers in brand management, over the last decade, they have done a lot to change this.
Today, successful brand building and management is vital to ensure survival.
With non financial brands entering the market and stepping up the competition, traditional financial institutes are being forced to re-examine the strengths of their own brand strategies.
In the past, banks and financial services companies spent little time and money on marketing activities. With tight regulations, they focussed attention on their traditional markets, avoiding competing on any other levels.

For the full article, please refer to the 05-05-05 edition of Marketing Magazine, issue 144.

be the brand experience launches a tailor made MRM toolkit for Financial Services Industry

be the brand experience have released their latest industry customised solution. The unique challenges faced by marketers, compliance officers and agencies in the Financial Services (FS) market require an MRM solution that manages the financial promotion literature creation and approval process, automates the job-bag/ archiving process and manages item availability/ withdrawal dates. Automating the literature approval across multiple locations delivers reduced cycle time increased visibility. The solution also captures all approvals and sign off given for items - providing a comprehensive audit trail to help meet FSA guidelines.

With the Financial Services MRM toolkit, FS clients will be closer to having an off-the-shelf MRM solution that meets their industry needs without requiring significant customisation during the deployment; reducing the time and cost of set-up and deployment compared to starting with a vanilla MRM solution.

With Prudential UK, UIA and Winterthur live as well as 2 other top 10 FS providers in deployment and other large UK Financial Services clients in the pipeline, be the brand experience has established its credentials providing a market beating MRM solution within the FS sector.

Please contact busdev@be-thebrand.com for further information on our various off the shelf toolkits and customised solutions.