For financial services organizations, outsourcing is not a one-size-fits-all proposition. One organization may outsource a single project, such as reformatting materials per new branding guidelines, whereas another may choose to outsource whole functional areas such as quarterly updates of factsheets or presentations or posting regularly updated materials to websites and content libraries. The latter results in effectively having their managed services partner operate as an extension of their internal team.

Financial firms are notoriously individualistic, seeing their processes and approach as complex and unique preferring to blaze their own trail on just about everything, and outsourcing is no exception. End of the day, the common need is ensuring marketing projects are adequately and professionally staffed, deadlines are met, branding guidelines are upheld, and visuals are compelling, all while staying within budget constraints. Admittedly, this is not easy, but it can be done.

Randi Salzberg

Vice President - Marketing and Creative Services