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Financial Services Case Studies and Customer Success Stories with bethebrand

 

Kensington Mortgages - Financial Services - Medium

London, UK

Kensington Mortgages used bethebrand to improve compliance and workflow management. The company needed better document sign-off, version control, and asset... lifecycle management. bethebrand enabled real-time collaboration and a complete audit trail for governance. The system went live in just 8 weeks, supporting hybrid work and enhancing asset storage. Marketing and servicing teams quickly adopted the new platform.

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British Business Bank - Financial Services - Large

Sheffield, UK

British Business Bank used bethebrand to launch a new digital asset library system called DAhL. The system was built over... 6 months to meet the bank’s unique needs. DAhL helps manage campaigns and ensures brand compliance across channels. It also boosts collaboration within the bank. The onboarding process included remote scoping and training during lockdown, resulting in a tailored solution.

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Just Group - Financial Services - Small

London, UK

Just Group replaced their old content management system with bethebrand's Arc platform. The transition involved moving over 2,200 assets and... training more than 140 team members. The new system improved collaboration and speed to market. Teams now work together more easily and can update collateral faster. The project was completed smoothly, even during the pandemic.

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Discovery - Financial Services - Very Large

Sandton, South Africa

Discovery used bethebrand to improve its marketing review and signoff process. The company expanded the system to manage workflows and... assets across five brands. Teams and external agencies now work together in one online workspace. The system tracks every agency project and creates a reliable audit trail. Discovery achieved efficient creative development and better cost control with bethebrand.

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Coventry Building Society - Financial Services - Large

Coventry, UK

Coventry Building Society used bethebrand to automate their financial promotions process. They replaced manual workflows with a single portal for... all marketing collateral. Over 2,600 asset revisions were managed in 2018. More than 240 users from multiple teams now use the system. The user base nearly doubled in the second year. The solution improved transparency and access to marketing materials.

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Close Brothers Asset Management (now Trinity Bridge) - Financial Services

MABLE by bethebrand helped Close Brothers Asset Management, now Trinity Bridge, modernize digital asset management. The company faced workflow inefficiencies... and compliance challenges due to outdated systems. MABLE unified workflows and centralized asset storage, improving project management and brand consistency. The system launched in one quarter, meeting urgent rebranding and regulatory needs. The new brand portal further improved asset access, brand education, and compliance.

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Kensington Mortgages - Financial Services - Medium

London, UK

Kensington Mortgages used bethebrand to improve compliance and workflow management. The company needed better document sign-off, version control, and asset... lifecycle management. bethebrand enabled real-time collaboration and a complete audit trail. The system went live in just 8 weeks. It launched across marketing and servicing teams, supporting hybrid work and strict governance.

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Coventry Building Society - Financial Services - Large

Coventry, UK

Coventry Building Society used bethebrand to automate their financial promotions process. They replaced a manual system with a single portal... for all marketing collateral. Over 2,600 asset revisions were managed in 2018. More than 240 users from multiple teams now use the platform. The user base nearly doubled in the second year. The solution improved transparency and access to marketing materials.

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British Business Bank - Financial Services - Large

Sheffield, UK

British Business Bank used bethebrand to launch a new digital asset library system called DAhL. The system was built over... 6 months to meet the bank’s unique needs. DAhL helps manage campaigns and ensures brand compliance across channels. It also boosts collaboration within the organisation. The project included custom training and system language tailored to the bank’s brand.

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Quilter plc - Financial Services

Quilter plc used bethebrand's MPAH system to support its businesses. They manage £108.5 billion in investments. The system helps with... compliance, record keeping, and project planning. The rollout was smooth with good training and support.

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Aldermore - Financial Services

Aldermore used bethebrand to improve marketing processes. They saved time and improved control. The solution helped during Covid-19. Aldermore's savings team could focus on products.

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Close Brothers Asset Management - Financial Services

Close Brothers Asset Management improved its digital asset management with bethebrand. They created MABLE, a new system, in 2022. It... unified workflows and improved efficiency. The brand portal launched in 2024. It saved time and improved brand management. The system helped CBAM meet regulatory demands and support collaboration.

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Insurance Case Studies and Customer Success Stories with bethebrand

 

BHSF - Insurance - Medium

Birmingham, UK

BHSF used bethebrand to launch a new brand asset management system in just 3 months. The system, called BAB, helps... manage both regulated and non-regulated marketing assets. It also supports sharing approved content with sales teams and brokers. Bethebrand worked closely with BHSF to deliver the project on time and on budget. The new system supports BHSF’s brand refresh and marketing needs.

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Agria Pet Insurance - Insurance - Medium

Aylesbury, UK

bethebrand helped Agria Pet Insurance manage marketing assets and compliance. Before, teams struggled to find the latest documents and faced... delays. With bethebrand, Agria gained structured workflows, central storage, and clear audit trails. Training and guides made adoption easy. Now, teams find assets quickly, compliance is simpler, and users feel more confident. The company is exploring new ways to use the platform.

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Petplan - Insurance

Petplan used the bethebrand Review and Approval Portal (RAP) to improve their marketing asset management. They needed a system to... support complex, multi-channel marketing and boost team collaboration. RAP allowed for peer review, making feedback and idea sharing easy before final signoff. The system included a brand guidelines and imagery site to help manage brand delivery. Petplan launched the system in just 3 months, even during lockdown, using remote workshops for fast setup.

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Banking Case Studies and Customer Success Stories with bethebrand

 

The Cambridge Building Society - Banking - Medium

Cambridge, UK

bethebrand helped The Cambridge Building Society automate marketing compliance. Before, the team used manual processes and struggled with tracking approvals... and audit readiness. With bethebrand, they now have centralised approvals, automated compliance reminders, and clear audit trails. Auditors can access full sign-off histories instantly. The team reduced manual admin and freed up time for strategic work. Compliance checks are now built into every campaign, lowering risk and boosting efficiency.

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The Cambridge Building Society - Banking - Medium

Cambridge, UK

The Cambridge Building Society used bethebrand to automate marketing compliance. Before, they relied on manual processes and struggled with audits.... With bethebrand, they centralized approvals and version control. Audit preparation became fast and easy. The team reduced manual admin and freed up time for strategic work. Compliance checks are now built into every campaign. The system helps them spot training gaps early and improve processes.

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Consumer Services Case Studies and Customer Success Stories with bethebrand

 

Co-op Funeralcare - Consumer Services - Very Large

Manchester, UK

Co-op Funeralcare needed a digital asset management system to meet new FCA regulations for pre-paid funeral plans. They chose bethebrand... for its proven compliance and financial promotion features. The system was configured and the team trained in just ten weeks. Co-op Funeralcare now benefits from a single asset store and streamlined approval process. This helps them stay ahead of regulatory changes and deliver better consumer outcomes.

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Customer Success Stories of bethebrand

 

CommsBuilder How not to explode your marketing budget through the costs of communications executions. | bethebrand

Bethebrand's CommsBuilder functionality enables marketing teams to execute and personalize campaigns, reducing costs by up to 85% while maintaining brand consistency. Circle Health Group,... a major healthcare provider, successfully implemented CommsBuilder, enhancing its marketing operations across 50 hospitals. The system's templates and design tools empower local teams and streamline asset creation, supporting Circle Health's new brand identity launch in 2022.

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