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

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.



Let’s improve your communication efficiency
and lower your risk.

Contact Peter Casey – Team lead  

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