Automating Marketing Disclosures Delivers Results for FNBO

Disclosure management brings its share of challenges to financial services marketers every day. With a laser focus on time-to-market, cost savings, risk reduction and revenue, finding ways to improve both the process and profits is a top priority. To help, we’re providing a quick-glance infographic from a major midwest bank case study.

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When First National Bank of Omaha (FNBO) wanted to automate their disclosure creation and compliance processes, they turned to Naehas for its industry leading platform technology. The client was looking for us to help address common bank martech challenges:

  1. Alleviate the burden of error-prone, time-consuming manual reviews
  2. Assist in processing increasing volume and frequency of offers
  3. Streamlining approvals to free up marketing, legal and compliance teams to focus on other priority work

The outcomes were measurable and meaningful. Take a look at the infographic to learn how FNBO leveraged Naehas Disclosure Management to execute personalized offers flawlessly, while automating marketing and service disclosures for all customer touchpoints.

We encourage your team to take a look at how disclosure management automation can help improve your enterprise’s processes and profitability.