Address the High Complexity Needs of the finance Industry

Meet the Challenges of a highly regulated branch with our leading technology solution

Position Yourself Against Tough Competition

Every day, Marketing departments around the world are faced with increasingly complex challenges in the area of Finance. Potential customers use numerous channels and touch points and even external platforms to search for products, thereby placing high requirements on data consistencies that are increasingly hard to meet.

This situation is aggravated by the fact that customer loyalty has decreased considerably due to the large number of new online vendors on the market. If potential customers aren’t satisfied with the provided information or services offered, it only takes one click to lose them forever.

Convince Sceptical and Well-Informed Customers

What your customers want is the right product, at the right time, with the perfectly tailored message. To provide this, complexity goes beyond the need for complete and accurate data for your omnichannel output. It also extends to variants management for different buyer personas and real-time optimization to provide a personalized customer experience for each target, in each specific situation.

This list of challenges and requirements illustrates the urgent need for centralized Product Information Management and real-time multichannel management in order to provide your clients with a unique and reliable customer experience.



Learn more about the Contentserv solution for Finance CONTACT US

How to Cope with Content Marketing Challenges

  • Central Data: Easily maintain relevant content for all output channels, target groups and countries. This includes product information, text management  such as storytelling & content marketing information as well as warning texts and media assets  like videos, icons and images.
  • High-Value Results: Manage the supply of online and offline media - not only at lightning speed but also with consistent, quality-assured information.
  • Golden Record & Single Point of Truth: Make changes only once and update information across all channels at the simple push of a button.
  • Big Savings: Produce more marketing output faster and more affordably across all channels and make use of limited resources more efficiently than ever before!
  • Global Success: With quick and easy translation processes, organizations can satisfy their multilingual needs, which helps them bring world­-class products to a global market quickly, profitably and efficiently.
  • Accelerate Speed to Market with Promotions: Product innovations or promotions can be launched rapidly, integrated with full campaign management and supported by a sophisticated workflow and task management.
  • Grow Customer Loyalty: With context-driven marketing, each customer finds the right products at the right time with the right message – this is real customer experience, which is the best way to improve your customer loyalty.

Insights into the Contentserv Solution for Finance


It’s All About a Real Customer Experience

All finance giants are heavily investing in data-driven, context-sensitive marketing. Smaller niche players focus on specialized topics and audiences. Ever-more increasingly segmented product marketing with an even higher frequency of promotions and campaigns dramatically changes the processes and system landscapes within finance organizations.

A promotion and customer-driven software solution like Contentserv that distinguishes between your marketing communication's target audiences and situations is a must-have if you want to ensure your future success!


High Quality Content Sells

  • Ensure a unique customer experience through accurate and emotional product information with high-quality content (i.e. videos, images, storytelling) which necessitates great collaborative effort. 
  • Gain perfect data quality for your professional communication, with our collaboration and data quality tools.
  • Save time and money while ensuring maximum consistency across all channels, with comfort and efficiency functions such as inheritance and version management. Data Quality Gates ensure that only approved and high-quality content is published. 


Ensure Security and Compliance

  • Our Rights Management makes sure that only authorized users have access to data.
  • In addition, audit trails, version control and approval processes ensure that high security demands are met.
  • Data Quality Gates make sure that only approved and high-quality content is published.
  • With the help of this professional tool kit, regulations such as Basel 2&3 or BCBS 239, Dodd-Frank, MiFID II and Solvency II can be easily met.


All Channels are Yours – Online and Offline!

  • A modern customer journey involves customers jumping between multiple channels – from doing research within your print catalogs  or eCommerce websites, to checking out reviews on social media, contacting customer service, searching online market places and –  eventually, if successful - purchasing your product or service.
  • Lengthened customer journeys need to be handled with well-prepared, accurate and consistent product information across all channels and touch points.
  • With our leading software solution, Contentserv ensures that all of your centrally stored content will be published and updated across all channels and outputs.
  • Have more time for creativity and strategic thinking, because our software will oversee your entire Omnichannel Management process!

Contentserv’s Software Solution for the Finance industry is giving you a competitive edge!

TRUST that we are proud of – and that gives you peace of mind

300,000 users in 89 countries already trust in Contentserv’s solutions and use our tools daily in various industries and branches.


Years of Experience






Opportunities with Us

Finance – Some of our Customers

Contentserv has it all: With our central repository for all product-related content, We help your finance experts create and maintain a central repository for all product-related content for a consistent and consistently perfect customer experience. Contentserv enables you to provide your customers with a real and intelligent product experience because we manage all types of information such as product master data, digital assets, storytelling content and so much more!

DSV Gruppe Logo
DSV Gruppe Logo
ebase Logo
ebase Logo
Allianz logo
Allianz logo
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Giesecke logo