Finance Industry

Can you see the benefits of utilising a central portal where branches and employees can create branded material? Produce branch personalised collateral whilst keeping within finance industry guidelines.

Workflowz can assist if you are looking to improve your processes in:

  • Brand management
  • Marketing material creation
  • Document composition
  • PDF annotation
finance industry pink piggy bank

Would you like a new way to improve processes in document composition and PDF annotation? Do you want to transform how branches create their own promotional material?

Brand Management

Ensure consistency across branches and employees with an easy to use document editing solution.

Now, employees can edit at will with online templates. Anyone can create effective marketing or in-store material, no matter their skill-set. As a result, the templates can be used to adjust one image to any size and layout.

Only allow changes to variables, sizes or other details preventing important branding and relevant information deviating from brand guidelines.


Document Composition

Handle specialised documents with efficient and reliable production processes. Now, you can easily work across multiple languages and versions.

Get streamlined and faultless production with standardised file naming and language layers. Simply put, it provides an imposed file ready for digital print output.

Firstly, allow PDF annotation on financial portfolios, secondly, get easy integration with existing editorial systems. Moreover, team it with another solution to gain more. Automate repetitive tasks, because avoiding re-work and corrections saves time and money.

Find out how we can help within the finance industry…get in touch with our team today.

Book your demo today