Case Study: Jupiter Asset Management reduces content creation complexity with IntelligenceBank

Jupiter Asset Management’s stellar transformation

Jupiter Asset Management, a London-based fund management firm, needed a better way to manage marketing and sales content across teams working in a regulated financial services environment. Its legacy workflow system was creating unnecessary work, inconsistent naming conventions, weak version control, and delays in getting content through legal and compliance checks.

IntelligenceBank provided a cloud-based end-to-end marketing workflow called the Approval Center, giving Jupiter one source of truth for briefs, proofing, approvals, and storage. The platform standardized file naming, added auditable proofing and version control, and is already being used across Marketing and Creative Services, Compliance Services, auditing teams, and Sales, with plans to extend it to the investment floor.

Jupiter Asset Management

Emily Price

Creative Services Manager