Case Study: a top 10 financial services firm achieves greater marketing productivity with Coffee + Dunn

Top 10 Financial Services Firm boosts marketing productivity for 130+ marketers with Coffee + Dunn

A top 10 financial services firm sought to improve marketing productivity and campaign visibility but was challenged by a lack of centralized tools to track projects, manage tasks, and facilitate compliance reviews. The firm engaged vendor Coffee + Dunn to perform a marketing capability analysis and provide process mapping.

Coffee + Dunn implemented a leading marketing resource management solution focused on project management and asset review. They defined a common marketing hierarchy, a standard intake process, and consistent compliance protocols. The result was the rollout of the software to over 160 users, the elimination of manual project tracking, and the establishment of a common repository for collateral, providing greater campaign visibility and robust audit trails for compliance.