Marketing Workflow Management

Automate and streamline your marketing workflows

bethebrand ensures ideas become effective, compliant campaigns on time, every time.

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An illustration of the bethebrand dashboard. The notifications are being accessed, and are sorted based on priority. There are various dropdowns above the notifications, including "To do", "Team" and "Deliverable". A cursor is hovering over the Team dropdown. There is a card to the right hand side of the illustration, with the text "Instant visibility to track progress."

Tried, tested and quick to deploy in complex environments

Bring together your stakeholders, teams, agencies and approvers into a single, collaborative workspace

Reduce risks and increase control

Meet regulatory requirements, such as checklists, mandatory approvals and substantiation/evidence

An illustration of the bethebrand dashboard. The dashboard shows as going through a workflow approval, with a progress stepper at the top of the page. A cursor is hovering over a "Select your product" dropdown, where "Mortgage" is selected. There are 2 cards to either side. The card on the left has the text "Get consent 'right first time'," and the other card has the text "Tailored workflows".

Streamline and standardise

Processes and resources
Tasks and workload
Overview of work in process
Report on bottlenecks

Campaign briefing and approval

Centralise campaigns, plans and briefs. Create workflows to manage asset production and distribution.

Adapt the system to your needs

Bethebrand comes with pre-configured workflows that can be easily adapted to complex requirements

Work across the full marketing mix

Maintain control and simultaneously distribute across multiple channels

Automation in your hands

Automate tasks, roles, forms, checklists, outcomes, and reviews to make your system process more simplified.

Frequently asked questions

What is marketing workflow management?

A solution that automates briefing, review, and approval processes for marketing and communication assets, speeding up time-to-market.

Can I create custom workflows?

Yes, standard workflows for managing Financial Promotions, non financial promotions and expiry date extensions are provided, and bespoke workflows can be configured.

Can I track jobs from start to finish?

Yes, workflows include dashboards showing project status, SLAs, and workload distribution.

Can reviewers collaborate in real time?

Yes, reviewers can see each other’s comments and annotate PDFs, Word files, and videos simultaneously.

Is there an audit trail?

Yes, all approvals, comments, and version histories are captured and stored indefinitely.

Can I assign tasks and SLAs?

Yes, tasks can be assigned to individuals or groups, with configurable SLAs and reporting.

Will I receive email notifications for tasks?

Yes, notifications include direct links to the relevant workflow stage.

Can workflows handle multiple assets?

Yes, multi-asset workflows allow bulk review and approval.

Proof not promises

Working with leading financial services teams

For over two decades, bethebrand has helped household names manage the entire lifecycle of regulated content and financial promotions.

We’d definitely recommend bethebrand. The system is easy to use, it makes everything trackable and it helps people do their jobs with more confidence.

Hazel Phillips

Agria Pet Insurance

Assets approved through bethebrand in the past 12 months

The bethebrand team took the time to understand exactly how we worked and what we needed from the platform. The implementation process was smooth, and they provided great support throughout.

Kirsty Igoe

Marketing Communications Manager, The Cambridge Building Society

Joanne Palmer

Head of Marketing, Police Mutual and Forces Mutual

Average first-time approval rate achieved by bethebrand users

Successes

Client stories

Over our 20-year history, we have been privileged to support many leading companies. Below is a selection of our current clients.

Marketing Workflow Management
Financial Promotions

The Cambridge Building Society Case Study

Marketing Workflow Management
Digital Asset Management

Agria Pet Insurance Case Study

Marketing Workflow Management
Marketing and Customer Comms

Discovery – Integrated Supplier Briefing

Bring order and clarity to complex workflows

See how bethebrand standardises processes, reduces risk and improves visibility across multiple teams

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