AI-Enabled Content Supply Chains for Financial Services: Transforming Compliance and Personalization at Scale

In the highly regulated world of financial services, asset management and investment firms face a unique set of challenges when it comes to content production. The need to deliver timely, personalized, and compliant communications across global markets is greater than ever, yet traditional content supply chains—often fragmented, manual, and siloed—struggle to keep pace. Publicis Sapient, in partnership with Adobe, is redefining what’s possible by enabling AI-powered content supply chains that streamline workflows, automate compliance, and unlock true personalization at scale.

Asset managers and investment firms operate in an environment where every piece of content must meet stringent regulatory, legal, and audit requirements. Disconnected processes, manual approvals, and duplicative technologies not only slow down content creation but also increase operational risk and cost. Common pain points include:

• Disconnected workflows that hinder collaboration and slow time-to-market
• Manual, email-based approvals that reduce agility and increase compliance risk
• Content duplication and asset wastage due to lack of visibility and poor taxonomy
• Inconsistent branding and compliance risks across channels and regions
• Difficulty measuring content performance and ROI

These challenges are especially acute for firms operating across multiple business units, regions, and regulatory jurisdictions, where auditability and operational efficiency are non-negotiable.

Publicis Sapient and Adobe have joined forces to help financial services organizations reimagine their content supply chain. By infusing AI and GenAI capabilities at every stage—from planning and production to activation and optimization—firms can move from fragmented, manual processes to a connected, intelligent content ecosystem. Key capabilities include:

• AI/GenAI-aided omni-channel briefs: Informed by audience insights and historical campaign data, ensuring content is relevant, targeted, and compliant.
• Smart asset search and reuse: AI suggests existing assets for reuse, reducing duplication and maximizing ROI.
• Accelerated content generation: GenAI, including Adobe Firefly, enables rapid creation of engaging, personalized content at scale.
• Automated translations and renditions: AI tailors assets for specific channels and geographies, speeding up localization and ensuring regulatory alignment.
• Metadata automation: AI-driven tagging and taxonomy in Adobe Experience Manager (AEM) improves asset discoverability, governance, and audit readiness.
• Automated compliance workflows: Immutable storage, automated routing, and metadata management ensure every asset meets regulatory requirements and is audit-ready.
• AI-powered insights: Machine learning models optimize content performance and inform future strategy.

Facing the imperative to optimize compliance processes and enhance operational capabilities, a leading asset manager partnered with Publicis Sapient to transform its workflow management. By implementing Adobe Workfront as the core of its MarTech architecture, the firm:

• Centralized all compliance, creative, and marketing operations workflows
• Automated routing and storage of digital assets with compliance-ready metadata
• Enabled efficient collaboration and reduced manual overhead

Business outcomes:

• Over 36,000 projects migrated or created
• 60+ management dashboards deployed
• 2,000+ users onboarded
• $700,000+ in cost savings
• 209% increase in content velocity

Another investment firm struggled with redundant project management and content review processes across separate tools. By consolidating workflows within Adobe Workfront and integrating Workfront Fusion, the organization:

• Centralized project and content approval workflows
• Enabled seamless process re-engineering and automation
• Delivered actionable insights through real-time dashboards

Business outcomes:

• 1,400+ projects migrated or created
• 90+ management dashboards deployed
• 70+ users onboarded
• Significant reduction in information redundancies and manual overhead

These transformations enabled both organizations to scale content production, improve compliance, and deliver more personalized, timely communications to clients and stakeholders—without increasing headcount or operational complexity.

Organizations that embrace an AI-enabled content supply chain with Publicis Sapient and Adobe realize tangible benefits:

• Faster time-to-market: Streamlined workflows accelerate campaign launches and responsiveness.
• Cost savings: Optimized asset reuse and automation reduce manual effort and storage costs.
• Increased content velocity: AI-driven processes enable teams to deliver more content, more quickly, without sacrificing quality.
• Improved governance: Centralized digital asset management (DAM) and automated workflows enhance compliance, transparency, and brand consistency.
• Scalability: The solution adapts to evolving business needs, supporting growth and future readiness.

• Deep Adobe ecosystem knowledge, with 1,800+ Adobe-certified professionals
• Proven accelerators and frameworks to rapidly create and scale personalization strategies
• Industry expertise tailored for financial services, asset management, and other highly regulated sectors
• Proprietary AI platforms and integration capabilities to maximize automation and intelligence across the content supply chain

The future of marketing operations in financial services is intelligent, automated, and personalized. By partnering with Publicis Sapient and Adobe, asset managers and investment firms can break down silos, reduce costs, and deliver the relevant, real-time experiences clients expect—at scale and with full compliance.

Contact us to learn how an AI-enabled content supply chain can drive operational efficiency, compliance, and business growth for your organization.

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