An empowered financial advisor communicating with a young couple

Automate compliance. Empower resources. Drive sustainability.

October 5, 2023

Helping FIs streamline communications and operations

Financial institutions today are raising the bar for digital enablement and service innovation.

Behind the scenes, however, they often struggle with communicating on a large scale.

We help them overcome the challenges of having fragmented marketing and sales teams push out high volumes of sensitive, personalized information.

Tighten security and
compliance

Data integrity and cybersecurity are the #1 priority for most FIs today. Our solutions keep information consistent and secure while allowing frontline teams to personalize and segment communications for a more relevant customer experience.

Use case: Working with a leading alternative lender specializing in personal loans and private-label credit card programs, we developed a solution with:

Configurable approval workflows
Natural language content targeting
Single-pass composition to ensure print-digital consistency
Streamlined customization
Compliance with geographic regulations

Data security

SOC 2 (SAS 70)
PCI DSS Level 1 compliant
Restricted access to data centres
Closed loop automated document factory (ADF) – data centre & production environment

Personnel security

Annual IT awareness training
Criminal background checks
Financial checks
RCMP Level B reliability status

Physical security

CCTV monitoring
Badge access to facility and critical areas
Built-in redundancy

Empower frontline teams

Scattered or remote teams must be able to create and execute campaigns—but financial marketing campaigns must also be compliant and on-brand.

We enable FIs to have it both ways—frontline flexibility with backend control and oversight.

Use case: For a Schedule 1 bank looking to streamline sales communication, our DCMFlex™ solution has allowed our client to:

Automate kitting and shipping processes
Give users 24-7 access to marketing resources
Improve decision-making and sales coaching through more detailed reporting
Transition 11 of 15 administrative positions into higher-value, sales-generating roles

Support sustainability

Consumers today want to know the brands they’re doing business with are operating sustainably—and are working with ethical partners and vendors.

DCM’s comprehensive environmental, social, and governance (ESG) strategy includes firm targets around carbon and waste reduction, as well as a reforestation program through which we’ve replanted over a million trees.

Use case: We’re able to replant trees equal to 100% of our clients’ print consumption, at no cost to them, through our partnership with PrintReleaf.

That progress can be tracked by our clients’ customers through QR codes that link to a custom PrintReleaf dashboard.

See DCM’s reforestation dashboard here.