I joined Octopus about 10 months ago, and while I’d spent my career working in large financial services businesses, I’d never worked with an external party that supported our literature and event needs before. It has exceeded all of my expectations! During my first order, the team held my hand from enquiry through to delivery, with helpful proactive updates to ensure I was always fully in the loop with the tracking of my order. The team even nudged me to consider if I needed collection and the use of Enable, their online Marketing Store is intuitive and simple.
Enable will streamline the creation, review and approval of your marketing content from web pages and videos to social, event collateral and literature. Store approved content in the asset library to give your business quick and easy access to your marketing materials with granular permissions to control what each user can see and do. You can allow colleagues or approved third parties to order marketing materials via the platform from your suppliers. Artwork templates let non-designers create everything from proposals and literature to event collateral, social posts, and local advertising without using valuable central marketing resources.
Enable will help streamline and automate your financial promotions approval processes removing the need to manually save audit trails and log approvals in spreadsheets. The workflows are configurable and granular allowing you to define who must review each type of content and in what order. This ensures that all financial promotions are approved and compliant before they’re issued. You can also capture expiry dates to manage post-issue review dates, ensuring any obsolete promotions are removed.
Enable gives you instant access to your sales and marketing materials via your own branded portal. The intuitive interface and advanced search functions make it quick and easy to find what you need. You can order any marketing materials that have been shared with you via the platform for delivery to your home or office address from merchandise to the printing of presentations. The smart artwork templates allow you to tailor content to your clients such as proposals and presentations or product materials. You can even create personalised event invites or direct mail by simply uploading your client data to help with lead generation.
ADVISOR AND BROKER NETWORKS
Enable allows you to centrally manage access to your marketing materials for your advisor or broker networks via their own branded platform. Granular access permissions ensure you control what each user can see and do. Automate co-branding of marketing materials using data stored in the users’ profile including images, logos, colours and text. You can allow your advisors and brokers to order your marketing materials via the platform, track the delivery by phone and recharge if required to recover your marketing budget.
Enable allows you to centrally manage access to your marketing materials for franchise networks via their own branded platform. Granular access permissions ensure you control what each user can see and do. Automate personalisation of marketing materials for each franchisee using data stored in the users’ profile including images, logos, colours and text. You can allow your franchisees to order marketing materials via the platform, track the delivery by phone and recharge if required to recover your marketing budget.