UIA implements compliance solution

UIA has deployed a new customised marketing resource management solution to improve marketing efficiency and help keep marketing campaigns in line with financial regulations. The deal was signed with Be the brand experience, a services provider firm.

Brandstore will enable UIA to co-ordinate direct mail, advertising and digital marketing campaigns, improve approval processes and keep complete, easily accessible, electronic audit trails for regulatory compliance purposes.

"We were impressed with the functionality of be the brand's MRM solution," said Damian Reilly, head of marketing at UIA. "The tool gives us the ability to electronically co-ordinate all parties involved in the marketing campaign process, including creative agencies, internal campaign managers, sign off groups, affinity partners and printers/fulfillment houses.”

“In addition financial services regulations have significantly increased and be the brand offered a solution to manage risk, with complete electronic audit trails from project inception through to the approval of the finished marketing piece allowing us to ensure everything is electronically stored," he said.

Adam Hainsworth, Chief executive of Be the brand experience added: "Financial regulations can dictate every activity undertaken by financial services companies. Making sure that every piece of marketing collateral adheres to compliance guidelines and regulations is of utmost importance.

Providing proof of sign offs and approvals can be an arduous task, searching through emails and paper documents to provide evidence that the correct sign off process has been followed."

Marketing is crucial to UIA's business with several integrated marketing campaigns carried out each year encompassing direct mail, advertising and digital marketing activities. The MRM solution will now facilitate the management and development of these from creation to execution.

UIA have purchased a full MRM resource, with full digital asset and project management capabilities. Be's 'Comms Builder' module has been installed to produce artwork centrally and the 'news centre' module facilitates communication with partners and other external parties.

The solution is initially being used in the marketing department for the development of financial promotions, longer term it will be used across the organisation for customer service scripts and system generated documentation - leading to a centralised hub for all customer communication touch points.