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Financial Services Case Studies and Customer Success Stories with bethebrand

 

Wesleyan Assurance Society - Financial Services - Large

Birmingham, UK

Wesleyan used bethebrand's MaRS platform to replace outdated, spreadsheet-based compliance systems. The new digital asset management and approval workflow tool... improved compliance and sped up asset approvals within four months. Over 1,000 assets were added, centralizing marketing, regulatory, and customer operations materials. MaRS now supports governance, reporting, and regulatory adherence across departments. Wesleyan gained faster approvals, better compliance, and a single source for all approved assets.

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Quilter plc - Financial Services - Large

London, UK

Quilter plc used bethebrand's MPAH system to unify its internal databases into one platform. The goal was to simplify literature... lifecycle management and improve compliance. The solution streamlined record keeping, approval processes, and project planning. The phased rollout started with one business unit and expanded across the company. Early adopters and trainers highlighted the system's agility and strong support from bethebrand. The project minimized business disruption and built trust between teams.

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People’s Partnership - Financial Services - Large

Crawley, UK

People’s Partnership used bethebrand to manage approval and storage of communication assets. The system, called DAS, provides tiered access and... supports a large user base. It enables secure storage of all customer communications across channels. The document management system is tailored to their needs, with audit trails and approval features. This helps teams collaborate and control complex communications for five million pension savers.

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Quilter Cheviot - Financial Services - Large

London, UK

Quilter Cheviot used bethebrand to manage financial promotions across four regions. The platform streamlined approvals, improved audit readiness, and enabled... instant reporting. Automated workflows reduced delays and made compliance easier for marketing teams. Custom checklists and permissions matched local regulations. The result was faster approvals, fewer rejections, and measurable process efficiency.

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Police Mutual and Forces Mutual - Financial Services - Medium

Lichfield, UK

Police Mutual and Forces Mutual used bethebrand to manage financial promotions for two brands. They faced challenges with manual processes... and SharePoint, which made compliance and version control difficult. bethebrand provided a tailored platform with custom workflows, search, and reporting. The team now has better compliance, faster content updates, and improved auditability. Ongoing support and training increased user confidence and system adoption.

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TrinityBridge - Financial Services - Small

London, UK

TrinityBridge used bethebrand to launch MABLE, a digital asset management system, in Q4 2022. The new system unified workflows and... centralised asset storage, replacing fragmented tools and improving efficiency. MABLE enabled faster project management and compliance with FCA Consumer Duty regulations. In 2024, an enhanced brand portal was added, streamlining brand asset access and education. The solution reduced manual work, improved collaboration, and ensured brand consistency across the company.

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Ascot Lloyd - Financial Services - Medium

London, UK

Ascot Lloyd used bethebrand and SeeDynamic to improve marketing compliance and automate content review. They replaced spreadsheets with a compliance... workflow system. This change gave them a stronger audit trail and easier MI reporting. Automated checks now flag missing disclaimers and barred phrases. The team saves time and avoids simple errors. Collaboration between marketing and compliance is now smoother and more confident.

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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 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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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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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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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

 

Utmost International - Insurance - Large

London, UK

Utmost International used bethebrand to manage its complex suite of literature across global markets. The system helped harmonise processes and... streamline project management for collateral updates and archiving. Utmost achieved faster responses to market changes and improved cross-team collaboration. The solution enabled a single best practice approach, enhancing quality and customer outcomes. bethebrand's support team played a key role in the ongoing success.

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Petplan - Insurance - Large

London, UK

Petplan used bethebrand to launch a new review and approval portal (RAP) in just 3 months. The system supports Petplan’s... complex multi-channel marketing communications. RAP enables peer review, speeding up feedback and asset development. The platform includes brand guidelines and imagery tools for better brand management. Remote workshops helped Petplan quickly configure and implement the system during the pandemic.

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Utmost - Insurance - Very Large

London, UK

Utmost used bethebrand's Nexus platform to rebrand and migrate 2,500 documents after acquiring Lombard International Assurance. The project unified teams... across 24 countries, enabling real-time collaboration and structured workflows. bethebrand extended single sign-on and built dedicated digital approval processes for the Luxembourg team. Now, every document change is tracked, and teams manage requests with full traceability. Utmost reports improved control, audit trails, and efficient cross-border teamwork.

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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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Retail Case Studies and Customer Success Stories with bethebrand

 

Post Office - Retail - Very Large

London, UK

Post Office selected bethebrand after a thorough tender process to replace its digital asset management system. The main goal was... to improve compliance, brand and imagery management, workflows, and file management. The new system helps the marketing team update brand guidelines easily and manage assets in one place. Workflow processes are now more efficient for both internal teams and external suppliers. The onboarding process highlighted the system’s flexibility and strong project support.

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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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