Redefining Marketing Operations with AI
Industry
Financial Services
Company Size / Annual Revenue
Enterprise / $50B+ revenue
Markets
Global – North America, EMEA, APAC
Relationship
Chief Marketing Officer, Chief Digital Officer, Global Head of Brand
Challenge
A global financial services leader faced significant inefficiencies from fragmented marketing operations across multiple agencies, sub-brands, and internal silos. Outdated technologies and disconnected processes were weakening brand consistency, slowing campaigns, and inflating costs, requiring a transformative, unified approach.
Approach
We introduce a centralised, AI-enhanced operating model for their120-person in-house agency and a proprietary AI-powered workflow platform. This model standardised processes globally, enabling secure, real-time collaboration across markets.
Implementation included rolling out a global templating system to ensure brand cohesion, while allowing agile local adaptation. Continuous improvement cycles harnessing generative AI insights optimized content creation, reduced costs, and significantly accelerated campaign speed-to-market.
Results
20% savings on external partner costs
30% improvement in speed-to-market
94% CSAT rating, indicating exceptional internal satisfaction
This integrated, scalable solution unified marketing efforts, streamlined operations, and significantly enhanced overall brand impact.
