OneDesk for Finance Marketing Work Management
How does OneDesk help my Marketing team?
Run Financial Product Marketing Campaigns Smoothly
Manage Marketing Requests for Financial Product Info
Finance marketing teams manage requests for compliant collateral or campaign support. Use OneDesk tickets to track these internal requests from email. Customize views to see tasks by deadline or campaign. Track fulfillment times against internal SLAs. Report on marketing support needs.
Share Financial Product Info via Secure Client Portal
Plan marketing campaigns for financial products ensuring compliance at each step. Use tasks for campaign planning, creative development, legal review, and launch. Break down creative work into subtasks. Set dependencies making legal approval mandatory before launch. Schedule campaign timelines carefully.
Measure Time on Financial Marketing Projects
Marketing teams in finance can track time spent creating compliant marketing materials or running campaigns for specific financial products. Log hours against marketing tasks using OneDesk's timer or timesheets. Understand the effort involved in different campaigns. Measure marketing efficiency and ROI.
Coordinate Tasks for Financial Product Campaigns
Streamline the creation of compliant marketing materials. Use workflows in OneDesk to enforce mandatory legal review steps before campaign launch. Automatically assign review tasks. Trigger notifications upon final approval.
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