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Simplify compliance and speed up approvals for financial services

Ziflow helps insurance and financial services companies deliver high-quality, compliant content across digital channels, keeping projects on track while maintaining brand and regulatory standards.

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Financial services simplify compliance and approvals with Ziflow

Trusted by 1,000s of the top marketing and creative teams

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healthfirst health insurance for new yorkers company logo
Blue Cross Blue Shield company logo
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NatWest vector logo dark blue
healthfirst health insurance for new yorkers company logo
Blue Cross Blue Shield company logo
SelectQuote dark blue logo
Porsche finance group logo
Fidelity national financial group vector logo
snap finance dark blue logo
ZIFLOW FOR FINANCIAL SERVICES

Deliver a collaborative—and compliant—creative process

Ziflow enables marketing and creative teams in financial services to produce and approve content quickly, ensuring it meets brand and regulatory guidelines.

Powerful workflow automation

Automated routing ensures the right stakeholders review new versions at the right time, maintaining control and compliance in every step of the review process.

Solutions for Financial Services - Powerful workflow automation

Compliance-ready version control

Create minor or major versions instantly, helping teams manage internal and external updates seamlessly and securely.

Solutions for Financial Services - Compliance-ready version control

Track every decision with audit trails

Ziflow’s detailed logs save every comment, markup, and approval, ensuring all feedback is documented for regulatory compliance.

Solutions for Financial Services - Track every decision with audit trails
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CUSTOMER STORIES

Real-life stories from teams that let their content flow

Agencies, marketing, and in-house creative teams worldwide use Ziflow to produce outstanding content faster and more efficiently.

How the biggest name in cloud storage uses Ziflow to help produce materials for company events AWS

AWS

Streamlined the approval process for high-volume event collateral.

 

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How a major name in healthcare journalism handled a massive increase in creative volume in 2020

Everyday Health Group

Alleviated the strain on its team during a period of unexpectedly high volume.

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How a multi-national company uses Ziflow to localize their creative assets efficiently

Vista

Standardized global localization processes, creating a single source of truth.

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How a major film production team uses Ziflow to modernize their process for multimedia production Linney

Linney

Delivered video campaigns in 12 hours for McDonald’s and Royal Mail.

 

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Copperwing headquarters located in the nature

Copperwing

Enhanced connectivity and efficiency, keeping projects aligned and on-track.

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STAY VIGILANT

Trusted security for regulated industries

Insurance and financial services companies rely on Ziflow’s enterprise-grade security to protect data, meet compliance standards, and ensure business continuity.

Industry-standard data security

With 99.9% uptime, continuous third-party audits, and dedicated support, Ziflow provides secure, compliant access for regulated companies.

GDPR, SSO, ISO 27001, AICPA SOC 2 security badges grid

Controlled access and permissions

Role-based access keeps sensitive assets secure, ensuring only authorized reviewers can view, comment on, and approve documents.

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Electronic signatures for compliance

Flexible workflow templates allow stakeholders to apply electronic signatures on approved assets, documenting compliance with industry standards.

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THIS IS ZIFLOW

Power up your creative process for financial services

 With Ziflow’s centralized platform, insurance and financial services companies streamline compliance, maintain brand standards, and improve collaboration.

Collaborative viewer user dashboard of Ziflow - Product Overview

Consolidate

Bring all creative assets, feedback, and approvals into a single platform, streamlining workflows and keeping every project organized and on track.

Centralized collaboration, proof decision makers avatars list - Product Overview of Ziflow

Collaborate

Unify internal teams and external stakeholders with centralized communication, fostering alignment and ensuring seamless feedback loops.

Graphic Design, Marketing Review and Client stages of Ziflow workflows - Product Overview

Orchestrate

Automate workflows to reduce manual tasks, eliminate inefficiencies, and maintain consistency across projects of any size or complexity.

Seamless integrations and adoption of Ziflow - Product Overview

Integrate

Connect Ziflow with your team’s favorite tools—from design software to project management platforms—to create a fully integrated creative ecosystem.

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Let your content flow

Put an end to the review cycle frustrations. Start a free trial of Ziflow without a credit card, and experience creativity without compromise.

Start free trial Get a demo
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