Case Study: Suncorp achieves streamlined marketing compliance and automated campaign approvals with IntelligenceBank

How innovative technology helps leading financial services group improve marketing compliance processes

Suncorp, a leading financial services group in Australia and New Zealand, faced growing complexity from multiple brands, multi-channel campaigns and strict regulatory requirements that made marketing approvals and disclaimer management slow and error-prone. To address this, Suncorp adopted the IntelligenceBank Marketing Operations platform to power the Suncorp Marketing System (SMS), aiming to automate campaign approvals, improve governance and embed clear roles and responsibilities across marketing and agency partners.

IntelligenceBank configured integrated campaign briefs, a legal self‑assessment tool (SEAL) with conditional logic and a disclaimer “engine,” plus risk scoring and automated escalation flows to streamline review and ensure correct disclaimers are applied. The IntelligenceBank solution centralized approvals and audit trails, empowered marketers to self-assess creative, and delivered measurable benefits: ~30 briefs per month managed through the system, 200+ marketing and brand users, and roughly three hours saved per brief—improving compliance, efficiency and accountability.

Suncorp

Danni Robinson

Marketing Operations Excellence Manager