Naehas Marketing Workflow Automation
Built for regulated financial services, we help retail and commercial banks cut campaign approval times and launch in weeks, not months. Marketing Automation Workflow aligns compliance and marketing teams, reducing compliance costs and risk.
7+
Days saved per campaign at a top bank
99%
Build time cut by automation
30%
Team capacity reclaimed at scale
4x
Faster approvals with fewer rounds
Streamline Launches and Approvals
Automate Workflows with Consistency
Review paths often change based on factors such as risk tier, audience, or channel, leading to misrouted work and delays. Use dynamic metadata to automate workflows and ensure assets consistently reach the correct approvers.
Uncover Risks Early
Use AI-based assessments to help surface issues early and reduce downstream review cycles. Stay ahead of risks and avoid rework at the end of the review process.
Understand Downstream Impact
A clear, connected change management process identifies affected materials and reroutes assets for reapproval, preventing outdated content from reaching customers.
Identify Version Changes
Clearly identify changes with automated visual comparisons that show differences between versions, and enable reviewers to increase speed and accuracy by removing time-consuming and error-prone manual processes.
Ensure Audit-Readiness
Strengthen governance and reduce review time with an end-to-end, API-supported history log.
Review paths often change based on factors such as risk tier, audience, or channel, leading to misrouted work and delays. Use dynamic metadata to automate workflows and ensure assets consistently reach the correct approvers.
Use AI-based assessments to help surface issues early and reduce downstream review cycles. Stay ahead of risks and avoid rework at the end of the review process.
A clear, connected change management process identifies affected materials and reroutes assets for reapproval, preventing outdated content from reaching customers.
Clearly identify changes with automated visual comparisons that show differences between versions, and enable reviewers to increase speed and accuracy by removing time-consuming and error-prone manual processes.
Strengthen governance and reduce review time with an end-to-end, API-supported history log.
We never thought it would be possible to automate this process with its hundreds of combinations. Naehas did it in a month, and it works like magic.
Private Regional Bank with Retail, Commercial, and Card Services
Featured Resources
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Marketing Workflow Automation: Frequently Asked Questions
What is Naehas Marketing Workflow Automation?
A workflow solution that connects campaign strategy, approvals, and execution, built for regulated financial institutions to accelerate delivery speed while maintaining governance.
How does it ensure campaign accuracy before launch?
Briefs, offers, assets, and disclosures are linked in one system. Tiered reviews and required approvals prevent gaps or outdated content from reaching market.
What AI features are included?
AI monitors workflows for delays and patterns. It suggests task routing or governance changes to reduce risk and keep campaigns moving.
How does it manage disclosures and content updates?
Changes to governed offers or disclosures trigger automatic content rechecks, re-approvals, and downstream updates across all affected campaigns and assets.
How does it improve audit readiness and metadata use?
Campaigns carry full approval history and structured metadata. Auditors can trace what launched, where, and why without digging through disconnected systems.