Financial services

Financial marketing flexibility with built-in control

As a communications partner to some of North America’s largest financial institutions, DCM is a leader when it comes to delivering personalized, compliant customer communications and digital marketing for financial services.

With 40+ years of experience in financial marketing and communications, we help FIs overcome challenges like personalization at scale, empowering remote teams of advisors, and ensuring regulatory compliance across channels and lines of business.


A diverse financial team of advisors working together on digital marketing.
A diverse financial team of advisors working together on digital marketing.

Proven solutions for financial marketing operations

Faced with new technology, regulatory shifts, and changing consumer expectations, FIs are finding their communications more complex and challenging than ever.

Digital enablement is becoming crucial to serving customers who are demanding a more personal touch, but still want speed and convenience.

We automate workflows to help you overcome financial marketing complexity, simplifying personalized communications at scale, and freeing up teams for higher-value work.

4 ways we deliver more effective, automated omnichannel communications 

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1. Digital enablement

Accelerate digital adoption to drive engagement with customers and reduce operational costs. Communicate more personally and efficiently across print and digital channels including:

  • Email, SMS, and emerging channels
  • Mobile and web
  • E-presentment
  • Statements
  • Complex documents
  • Digital onboarding

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2. End-to-end customer communications management

Automate the creation and delivery of customer communications and financial marketing. Easily adapt text and images while maintaining consistency and compliance across everything from triggered lifecycle campaigns to regulatory documents.

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3. Personalized content on-demand

Advisors, brokers, and frontline teams can customize and personalize a wide range of brand-approved content, whatever the channel or line of business, meeting the unique needs of each customer.

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4. Branch-level auditing

Through detailed location auditing we gather insights that drive efficiency and personalization of communications at the branch level, so local staff can tailor communications to support local campaigns.

  • Scotiabank logo
  • CIBC logo
  • RBC logo
  • BMO logo
  • Manulife logo

Lower your operational costs

Through platforms like DCMFlex, we digitally empower teams, improving their visibility, and shortening their turnarounds. Processes that once took days or weeks can often be completed in hours, allowing teams to do more with less.

A digitally empowered team working and discussing projects.

DCM is our proprietary CCM platform used by over 450 clients to create and distribute personalized, compliant communications at scale. 

Learn more

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A graphic describing data, employees and facilities security certifications.

Get security and peace of mind

DCM has been audited by every major Canadian bank. We’re PCI and SOC2 certified.

Trust us to meet all your needs around business, IT and physical security, personally identifiable information (PII), and operational redundancy.  

Success stories

A Schedule 1 bank saves $880K+ a year

  • Digital transformation has eliminated redundancy and shortened cycle times
  • Line-of-business leaders can now produce their own marketing collateral
  • The bank has reduced costs and shortened time to delivery

A Schedule 1 bank standardizes brand and regulatory compliance

  • Self-serve templates enable front-line advisors and sales teams to distribute personalized, brand-approved collateral
  • Content is delivered in multiple languages
  • Existing tech assets have been optimized

A national insurance provider eliminates the need for a multi-million-dollar upgrade

  • 2,500 advisors now have access to on-demand composition of all policies and statements
  • Reduced maintenance and staffing requirements
  • Faster cycle times for converting new / retaining existing clients

Let’s simplify and streamline your financial communications

Let’s simplify and streamline your financial communications

Financial services

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