The conversation every financial marketer is having

This November, the Digital Marketing for Financial Services Summit (DMFS) New York brings together marketing leaders from across banking, insurance, and wealth management. Every discussion at the event returns to one question: how can financial brands scale content across distributed networks while staying compliant?

Marketing in financial services has never moved faster or faced more scrutiny. Budgets lean toward digital, yet compliance reviews and approval queues still slow delivery. The result is familiar: inconsistent branding, unused co-op funds, and delayed campaigns.

That is why Sesimi is proud to sponsor DMFS NY 2025. The Sesimi platform was built for these exact conditions, where compliance lives inside the workflow, not after it.

The Compliance Problem in Financial Marketing

Financial services marketing operates under some of the toughest regulations anywhere, from FCA guidelines in the UK, to FINRA oversight in the U.S., to ASIC’s advertising standards in Australia. Messages must remain accurate, transparent, and documented even as teams publish across more channels than ever before

Meanwhile, distributed networks of branches, advisors, and partners need autonomy to market locally. That tension between control and freedom defines the modern financial brand.

Recent data shows the scale of the challenge:

• $37 billion in digital ad spend this year alone shows how quickly channels evolve.
• $35 billion in co-op and partner funds go unused annually because processes remain too complex.
• 33 percent revenue uplift is linked to consistent branding.
• 88 percent of consumers who highly trust a brand will buy from it again.

Compliance, consistency, and content speed are no longer separate discussions. They are the same one.

How financial institutions use Sesimi to stay compliant and scale faster

Compliance by design

Trusted North American brands like American Express and HSBC have rules set within the workflow itself, ensuring every message aligns with FCA, FINRA, and ASIC advertising standards. Templates lock brand hierarchies and disclosures, approvals are embedded, and audit trails complete automatically. The outcome is faster cycles and fewer exceptions.

Creative automation for distributed teams

Branches and advisors can create on-brand materials in minutes. Headquarters keeps full control without managing every request, using creative automation to balance flexibility and governance.

Co-op fund utilisation

Automated fund tracking and pre-approved templates make it easier for partners to claim budget. This mirrors the efficiencies seen in our work on brand content consistency at scale.

Operational metrics that matter

Measure time to publish, duplication rates, and exceptions per hundred assets. Turn compliance and governance into measurable ROI, echoing findings from our ROI clarity research.

How Financial Institutions Scale Marketing with Sesimi

For U.S financial brands, the institutions that thrive are those that merge brand control, compliance, and creation into one ecosystem. At the Sesimi stand, attendees can see how that looks in practice:

• Create brand-safe content in minutes, not days
• Track fund usage with full transparency
• Embed compliance and approvals inside everyday workflows
• See measurable results from financial institutions already using Sesimi

Compliance and scale are not trade-offs. They are the proof points of a mature marketing operation.

Discover how leading financial brands automate compliance with Sesimi [Book a Demo] or visit us at DMFS New York.

Sesimi Quick Stats

FAQ: Compliance and Creative Automation in Financial Marketing

Sesimi is sponsoring the Digital Marketing for Financial Services (DMFS) Summit in New York, showcasing how banks, insurers, and wealth firms can scale compliant marketing with ease. As the only creative automation platform built for regulated industries, Sesimi embeds brand control, approvals, and fund tracking directly into marketing workflows, solving compliance and scalability together..

Q1: How does creative automation support compliance in financial marketing?

A1: Creative automation embeds brand and disclosure rules directly into templates so every piece of marketing content meets regulatory standards before approval.

Q2: Can distributed teams use automation without risking brand control?

A2: Yes, distributed teams can use automation without risking brand control. Local teams create within approved frameworks, while central marketing maintains visibility and governance. Learn more about brand compliance systems.

Q3: How does Sesimi help increase co-op fund utilisation?

A3: Sesimi helps increase co-op fund utilization by simplifying fund management through automated approvals, transparent tracking, and ready-to-use creative templates. Partners spend more of the marketing budget that already exists.

Q4: Can automation reduce marketing risk in finance?

A4: Yes. Automation enforces consistent disclosures, locks brand rules, and keeps every campaign documented, reducing compliance breaches and audit risk.

Upgrade Your Financial Marketing Workflow Today

Modern financial marketers no longer choose between compliance and creativity. With Sesimi, they work together. See how creative automation, brand governance, and fund management unite in one platform built for financial institutions.

Book a Demo or visit the Sesimi stand at DMFS New York 2025 to see how compliance and scale can be solved together.