Revolutionize Financial Operations with Aprimo
Seize the opportunity to develop personalized and compliant marketing campaigns. Enhance secure content management and optimize cross-functional collaboration all in one centralized platform.
Reduce Risk, Enhance Time-To-Market
Develop and manage APR promotions, insurance discounts, and more in a secure single source of truth. Create personalized experiences at scale with customizable marketing material templates for cross-channel localization.
Seamless Collaboration
Enhance collaboration between teams with automated content review processes and agile collaboration boards. Easily govern all marketing materials to ensure proper disclosures or disclaimers are collected and submitted for audit requirements.
Efficient, Compliant Workflows
Get to market with agility while still meeting regulatory and compliance needs with fully auditable intelligent workflow automation. Eliminate tedious project management work such as task allocation, capacity rerouting, and resource gauging.
Stacey Hunsdon
Program Manager, MUFG Union Bank
Aprimo for the win!
“We use Aprimo as our Marketing project management tool as well as DAM. We had 2 different tools before and were not aligned correctly. We were able to build out our requirements with the Aprimo team to suit our exact needs. We are also able to get things changed as needed in our custom built version.”
Elaine Smith
Marketing Systems Manager, Standard Life
Customized, automated processes streamline content creation.
“Aprimo has helped us address so much: meeting regulatory demands, administering business reviews, managing changes to assets, following processes in a global pandemic, and a lot more.”
Shortened approval timelines.
“Aprimo MRM software helped us shorten project approval times by 27%, and the modeling capability has helped us make better decisions.”
Plan Global Campaigns With Ease
Identify marketing gaps and maximize content reuse with centralized content plans that easily map content strategies. Couple local content plans with global goals to create materials that best benefit a varied set of markets.
Futureproofed Marketing Operations
Enact agile strategy pivots and rapid innovations with rich analytics and insights into how your content is being developed and where it is performing well. Robust usage trails and reports ensure all marketing activities meet regulatory requirements.
Key Features
Brand Templates
Maintain compliance by controlling which design elements of a template are required or can be changed. Bring localized content to market faster by having user-specific information automatically populated.
FINRA Compliant
Ensure regulatory compliance with Aprimo’s FINRA-compliant status. Link disclaimers during the content creation and workflow process to ensure the development of only compliant, substantiated content.
Auditable Approval and Review Processes
Cast rejection or approval votes with comments to see what the roadblocks are for optimized reviews and approvals. Dynamically route tasks and automatically kick off workflows according to business rules.
Globalized Content Planning
Create collaborative content plans that provide content and creative teams with a single place to allocate how they want to spend their creative efforts and dollars.
Audit Trails & Reporting
Ensure claims in promotional materials are supported and approved for use. Maintain detailed audit history of all workstreams, legal/compliance reviews, and content updates.
Check related integrations
Salesforce Connector for Content Builder
by Aprimo
Create personalized customer experiences fast.
Red Marker
by Aprimo
Use AI-powered compliance directly within Aprimo to transform manual reviews into an automated compliance process with real-time probabilistic risk identification using machine learning rules and natural language processing.
Templafy Connector for Aprimo Digital Asset Management
by Templafy
Use Aprimo DAM assets in Microsoft Office and Google Suite documents.
