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

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

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

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.