Financial Services & Insurance

DIGITAL ASSET MANAGEMENT FOR REGULATED FINANCIAL CONTENT

Connect approvals, retention, personalization, and distribution on one governed platform for financial services and insurance.

BOOK A DEMO
Capital Group logo in white
Customer Since 2019

TRUSTED BY GLOBAL INSTITUTIONS

Woman reviewing approved financial content on a monitor

EVERY COMMUNICATION
LEAVES A RECORD

Financial institutions do not just need to publish the right content. They need to know what was approved and what customers received.

Disclosures, versions, permissions, approvals, and retention requirements can make every communication part of a larger compliance record.

Orange Logic keeps the customer-facing asset connected to the controls and history behind it throughout the content lifecycle.

Move content into market without losing the evidence behind it.

FINANCIAL CONTENT REVIEW

GET CONTENT APPROVED
BEFORE CUSTOMERS SEE IT

Move public-facing financial content through the required review while keeping decisions and versions tied to the asset.

  • Route the right review. Send content through configured approval steps before release.
  • Protect required language. Keep approved disclosures and controlled content from changing unintentionally.
  • Keep versions clear. Know which asset was reviewed, approved, and ready for use.

Give marketing and communications teams a clear path from creation to approved customer use.

EXPLORE WORKFLOWS
Financial guide approval review

RECORDKEEPING & AUDITABILITY

KEEP THE REQUIRED RECORD
PROVE WHAT WAS USED

Preserve regulated communications and their history so teams can retrieve the record behind an asset when compliance needs it.

  • Preserve immutable files. Use WORM storage where records cannot be overwritten.
  • Manage retention. Keep required content available according to its lifecycle.
  • Maintain the trail. Track approvals, versions, permissions, and asset activity.

Preserve the content and evidence needed to support regulatory review without recreating the history later.

VISIT TRUST CENTER
Financial planning guide with asset activity history

CONTROLLED PERSONALIZATION

LOCALIZE WITH CONTROL
LOCK WHAT CANNOT CHANGE

Let branches, advisors, and regional teams adapt approved communications without opening regulated or brand-controlled content to edits.

  • Start approved. Give teams centrally reviewed materials instead of blank files.
  • Lock protected content. Keep required language and brand elements fixed.
  • Change local details. Allow approved fields such as branch names, addresses, and offers.

Create relevant local communications without sending every small variation back through a full production cycle.

EXPLORE EXPERIENCES
Financial planning invitation template editor

CUSTOMER COMMUNICATIONS

PUT APPROVED CONTENT
ACROSS EVERY CHANNEL

Make governed content available wherever customers and policyholders interact with your institution.

  • Support digital channels. Bring approved content into customer-facing digital experiences.
  • Equip distributed teams. Give branches and advisors self-service access to current materials.
  • Reuse for education. Adapt approved content for financial education and customer communications.

Extend approved content across more customer touchpoints without creating unmanaged copies along the way.

Approved financial campaign assets portal

MULTI TEAM FINANCIAL DAM

GIVE EACH TEAM
THE RIGHT EXPERIENCE

Compliance, marketing, advisors, branches, and insurance teams do not work with content the same way. Their DAM experience should reflect that.

  • Support compliance. Surface review history, controlled content, and relevant records.
  • Equip advisors and sales. Make current presentations and approved materials easier to use.
  • Serve distributed teams. Tailor navigation, permissions, content, and workflows by audience.

Extend one governed DAM across the institution without forcing every team into the same workspace.

EXPLORE DAM
Three-team financial services workspaces

FINANCIAL CONTENT INTEGRATIONS

CONNECT APPROVED CONTENT
TO THE TOOLS THAT USE IT

Bring governed content into the marketing, document, and sales systems financial teams already use.

  • Connect marketing. Access approved assets directly inside Salesforce Marketing Cloud.
  • Connect documents. Keep employees working with current content through Templafy.
  • Connect sales. Send current, brand-approved materials from Orange Logic into Highspot.

Reduce manual handoffs without asking every team to leave the applications built for its work.

VIEW INTEGRATIONS
Orange Logic financial integrations showcase

BUILT FOR YOUR FINANCIAL STACK

Connect marketing, document, and sales workflows to governed content.

Salesforce Marketing Cloud logo

Integration

Salesforce Marketing Cloud

Give marketers direct access to approved Orange Logic assets inside campaign workflows.

View Integrations
Templafy logo

Integration

Templafy

Keep employees connected to governed content for consistent business documents.

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Highspot logo

Integration

Highspot

Keep sales teams working with current, brand-approved content for pitches and proposals.

View Integrations

FINANCIAL SERVICES DAM FAQs

What is digital asset management for financial services?

Digital asset management gives banks, financial services firms, and insurers a governed place to manage campaigns, customer education, branch content, sales materials, brand assets, and other digital content. Orange Logic connects those assets with permissions, approvals, retention, metadata, and workflows so teams can move content across regulated environments. Learn more

How does Orange Logic support compliance for financial content?

Orange Logic provides granular permissions, asset history, approval workflows, retention controls, and WORM support for records that need immutable storage. The current financial services page also identifies support for standards and requirements including ISO 27001, FINRA Rule 4511, GDPR, and the CSA Cloud Controls Matrix. Learn more

Can branches create localized marketing content without changing approved language?

Yes. Orange Logic Templates can let local teams customize approved materials while centrally controlled elements remain protected. Branch names, addresses, offers, and other permitted details can change without giving users unrestricted control over required brand or compliance content. Learn more

Can different financial services teams use the same Orange Logic DAM?

Yes. Marketing, compliance, sales, branch, legal, brand, and other teams can have tailored workspaces based on their content, navigation, metadata, permissions, and workflows while remaining connected to the same governed asset foundation. Learn more

How does Orange Logic support insurance content?

Insurance teams can use Orange Logic to manage customer education, policy and claims-related communications, campaign assets, brand materials, video, and other content across channels. Permissions, approvals, metadata, and rights help teams keep the right context connected as content moves between audiences. Learn more

How can AI help financial services teams manage content?

Orange Logic uses AI to support metadata enrichment, asset discovery, and brand governance. Current financial services use cases include automated tagging and detecting outdated brand logos or inconsistencies so teams can find and reuse content with greater confidence. Learn more

What financial services tools does Orange Logic integrate with?

The current Financial Services & Insurance page highlights Salesforce Marketing Cloud, Templafy, and Seismic by Highspot. Orange Logic also provides integrations and APIs that can connect governed content with additional marketing, sales, document, and enterprise systems. Learn more

Can Orange Logic preserve historical brand and archive content?

Yes. Orange Logic can organize historical brand content in secure, searchable archives so teams can preserve institutional history while making appropriate assets available for anniversaries, campaigns, communications, and other future uses. Learn more

See Orange Logic In Action

Connect compliant content, campaigns, branches, and customer experiences on one platform.