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Introduction
Creating content is only half the job. For financial brands, the real challenge is delivering it—to brokers, to branches, to regional teams—without losing control of brand, message or compliance.
Most content marketing strategies stop at creation. But when your network spans hundreds of field offices, it’s what happens after the asset is approved that makes or breaks performance.
Content marketing financial services teams trust has to include customization, version control and fulfillment. That’s what GearBox® by IRIS Strategic Marketing Support (IRIS) delivers.
Why Content Marketing Breaks in Financial Services
1. Too Many Customizations, Too Little Control
Every advisor or office wants to personalize—adding their name, offer or contact info. But uncontrolled edits cause brand inconsistency and regulatory risk.
2. Distribution Happens Off-Platform
Even great content ends up buried in folders, shared over email or delivered without visibility.
3. Legal Approval Doesn’t Mean Launch
Assets get stuck in review or never make it to the field. No one knows what’s been used or where rollout is falling behind.
4. Signage, Print and Digital Are Disconnected
Creative is approved, but actual delivery—signage, direct mail or brochures—is left to guesswork or manual routing.
What Financial Services Content Marketing Needs to Work
Smart Filtering by Office, Role or License Type
Field teams should only see content that applies to them—filtered automatically by location or business type.
Editable Templates With Guardrails
Let reps customize their contact info or disclaimers, while logos, layouts and legal copy stay locked.
Delivery Workflows Built In
Once customized, content doesn’t just sit in a download folder. GearBox® routes it straight to print or signage vendors for execution.
Campaign Visibility From HQ to Field
Know which markets launched, what content was used and where adoption is lagging.
How GearBox® Powers Content Marketing in Financial Services
GearBox® doesn’t replace content strategy—it delivers it. It turns approved content into campaign-ready toolkits for every field team.
With GearBox®, financial brands can:
- Organize campaigns by region, role or license level
- Lock branding while enabling personalization
- Automate delivery of print and digital assets
- Track usage, delivery and performance across every office
Use Case: Ply Gem’s Content Delivery Across a Distributed Dealer Network
While not in financial services, Ply Gem faced the same issue: How do you maintain control while empowering hundreds of distributed partners?
With GearBox®, IRIS helped Ply Gem:
- Segment campaign kits by dealer tier
- Lock brand elements while allowing local edits
- Route print materials directly to signage vendors
- Track usage and rollout status across every partner group
Financial services brands can apply the same system—just with licensing, compliance and regulated content layered in.
Conclusion
Content marketing financial services teams rely on must go beyond asset creation. If your team can’t track usage, enforce compliance or fulfill materials reliably, the strategy won’t scale.
GearBox® by IRIS is the structure that makes content usable, controllable and launch-ready—across any distributed network of offices, branches or brokers.
Talk to IRIS to see how we help financial brands take content from creative to compliant delivery—fast.
