A powerful marketing resource for customer communications management

As a financial advisor or broker, you need to be able to easily create and execute your own campaigns, at your convenience. But you also need to safeguard branding and regulatory compliance—efficiently, with minimal resources.

DCMFlex™ has you covered.

DCMFlex empowers financial
advisors and brokers

Create templated campaigns

Brochures. Flyers. Emails. Social posts. Business cards. Letterhead. Content is simple to customize and always on-brand.

Simplify prospecting

Focus on growing your business with easy-to-create campaigns, ads, social posts, and more.

Get 24-7 access to the latest content

Access all marketing assets in one central location—knowing they’re on-brand, with current terms and conditions.

Integrate with other marketing tools

Easily connect to Salesforce, LinkedIn Sales Navigator, Hootsuite, and other popular platforms.

Quick, easy, branded campaigns,
executed by you

Quickly adjust photos and text with easy-to-use templates

Switch up offers, products, and pricing

Lock down logos, layout, and local terms and conditions

Easily create targeted campaigns that resonate and lift response

Tighten time to market through more efficiency and less error

No more waiting for marketing support and approval

About DCM

DCM helps some of North America’s biggest financial services providers simplify communication and operational complexity. We know that when these processes are simple, you and your team work better, and can do more with less.

Get DCMFlex
working for you.

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