Financial Services and Governed Communications
Our client, a global banking and financial institution employing over 60,000 people, required a enterprise-grade platform for creating and governing email content across their global business network.
With quality and compliance as their absolute priority, they required a solution to empower their international network of in-country executives with premier email communications—while maintaining central oversight and strong governance.
Today, they use Dokio’s enterprise-grade email platform for their international operations to manage complex global email communication workflows.
Central Control, Local Campaigns
The platform is designed so that sophisticated, high-end creative and compliance standards for every email campaign is done by Head Office. However, regional teams—from the UK to Europe and beyond—retain the flexibility to adapt and localise content to meet specific audience expectations. Powered by self-serve smart templates and governed AI, local executives can exercise flexibility within their specific user permissions. Critical elements, including regional legal disclaimers and regulatory text, are automatically locked into the templates—ensuring every communication remains fully compliant without compromising the brand’s premium aesthetics.
Automated Integration for Seamless Delivery
Once the in-country staff member has finalised their selections, the technical process is entirely automated. The Dokio platform generates the compliant output formats, and delivers it seamlessly to the CRMs for final distribution. This automation eliminates technical hurdles for the local team, making the process of email design to delivery—efficient, compliant, and error-free.
The result? Campaigns that used to take weeks can now be done in days. Every single communication is on-brand, fully compliant with local regulations, and delivered through the client’s chosen pathway with a simple, user-friendly process for the local teams.
If you’re organisation requires a centralised, governed environment for communications and content creation—regardless of how many delivery output channels or CRMs you deploy—talk to us today.
