OneDesk for Finance Marketing HelpDesk
How does OneDesk help my Marketing team?
Track Compliant Marketing Tickets, Communication, and Review Service Management.
Streamlined Compliant Marketing Material Review Ticket Tracking System.
Finance Marketing requires compliant communication tracking. OneDesk captures inquiries or internal requests for material reviews as tickets. Use custom views to manage compliance checks for marketing collateral. Set SLAs for review turnaround times. Reporting provides an audit trail for approved communications.
Marketing Compliance Portal, Review Forms & Brand Standards Knowledgebase.
Sales teams or partners needing compliant marketing materials require easy access. OneDesk's portal allows internal users to request approved marketing collateral or submit new materials for compliance review. Users track request status easily. The knowledgebase serves as a repository for pre-approved marketing assets and brand/compliance guidelines. Live chat can help users find specific approved materials quickly. This streamlines access to compliant marketing resources.
Automate Compliant Marketing Review Routing, Approval Workflows & Disclosure Checks.
Support financial services marketing teams with OneDesk automations for internal requests. Build workflows for marketing material compliance review campaign execution or website content updates. Automatically triage tasks based on product line or target audience institutional retail. Route requests needing legal sign-off directly through an automated approval step. Use auto-replies to confirm marketing brief submissions. It ensures compliant and timely marketing.
Compliant Financial Marketing Operations Support.
Streamline marketing operations in finance with OneDesk's compliant help desk. Its features help manage requests for marketing material reviews ensuring regulatory adherence campaign coordination and website updates. The versatility allows integrating compliance checks directly into marketing workflows. Need efficient approval tracking? OneDesk simplifies it. It scales to support the marketing activities of growing financial services firms.
Get started free
Evaluate OneDesk for yourself with our completely free 14-day trial.
