--- title: Sales Materials For Bank Local Marketing | Pica9 description: Transform your bank's sales materials with CampaignDrive's assembly-line science approach. Boost efficiency, cut costs, and enhance revenue with brand templates and powerful local marketing technology. --- ![](https://secure.intelligentdatawisdom.com/782392.png) # Bringing Assembly-Line Science to Bank Sales Materials By transforming the authoring of sales proposals and relationship reviews into an intelligent assembly line, CampaignDrive helps banks reduce churn, cut marketing costs, and enhance cross-selling revenue. [ SCHEDULE A WALKTHROUGH ** ](https://www.pica9.com/request-demo) ## Brand-Specified Templates Take the Guesswork Out of Complex Presentations With CampaignDrive, sales leaders can ensure each sales presentation has the specific content, in the most effective sequence, and with all necessary disclosures, guaranteed. The CampaignDrive templating also ensures compliance with brand look and feel. That takes pressure off support staff, and frees relationship managers to concentrate on customers’ needs. [ learn more ](https://www.pica9.com/graphic-designers) ![](https://www.pica9.com/hubfs/Cover%20and%20Inside%20open%2002.png) ![EBT Grey Logo](https://www.pica9.com/hs-fs/hubfs/EBT%20Grey%20Logo.jpg?width=842&height=625&name=EBT%20Grey%20Logo.jpg) It used to take weeks for our relationship managers to prepare a relationship review. With CampaignDrive, we’ve cut that time down to a few days—or less—and are producing better targeted, better looking documents at the same time. Game changer! ![](https://www.lean-labs.com/hs-fs/hubfs/sr-assets/pattern-library/sr-tabs-testimonials-01/ernesto.jpg?width=600&name=ernesto.jpg) Marketing Manager Sales Enablement, Regional Bank Client With $13.2 Billion in Assets ![](https://www.pica9.com/hubfs/1544-1.png) ## Advanced Integrations Pull In Current Customer Data In A Safe and Secure Way CampaignDrive integrates easily with the many different data sources the typical bank maintains—from CRM, to ERP and beyond. Just specify your data structure, provide credentials for the SOC 2 compliant CampaignDrive integration engine—and watch your sales teams deliver more timely and relevant presentations, proposals and pitch decks than ever before. [ learn more ](https://www.pica9.com/local-users) ## Built In Collaboration Tools Get Documents Out the Door Faster CampaignDrive is designed with distributed marketing in mind, so you can create the document production workflow that suits your team best. You can set up multi-author document sharing groups to promote collaboration. Institute branch-specific approval loops, to keep decision making as close to the customer as possible. And, you can deploy specific content and templates to the specific branches, or even individual users, who need them—enhancing security and simplifying the document building process at the same time. [ Learn More ](https://www.pica9.com/brand-managers) ![](https://www.pica9.com/hubfs/Inside%20open%2001.png) ## Transform Your Operations With a Financial Document Factory ### Asset Governance Suite Centralize and safeguard your brand assets, ensuring consistent and compliant usage across your entire branch network. [Learn More ](https://www.pica9.com/brand-managers) ### Brand Approved Templates Generate customizable templates for product brochures, investment portfolios, and regulatory disclosures – all while maintaining strict brand and compliance standards. [Learn More ](https://www.pica9.com/graphic-designers) ### Local Narrative Control Empower branches to craft location-specific content that aligns with both brand identity and stringent financial regulations. [Learn More ](https://www.pica9.com/graphic-designers) ### Branch Digital Showcase Boost local online presence and customer acquisition with tailor-made landing pages for each branch, complete with location-specific offerings and compliant messaging. [Learn More ](https://www.pica9.com/landing-pages) ### Integrated Partner Ecosystem Seamlessly collaborate with preferred vendors for print production, digital advertising, and multi-channel distribution, all within a compliance-first framework. [Learn More ](https://www.pica9.com/integrations) ### Performance Analytics Dashboard Gain comprehensive insights into marketing asset utilization and campaign effectiveness across your branch network, informing data-driven strategy refinements. [Learn More ](https://www.pica9.com/reporting) ![](https://www.pica9.com/hubfs/Banking/blog.png) #### 4 Bank Marketing Strategies to Simplify Local Compliance. [Learn More ](https://www.pica9.com/blog/bank-marketing-strategies-to-simplify-local-compliance) ![](https://www.pica9.com/hubfs/Rectangle%206.png) #### Accelerating Speed to Market: A Game-Changer for Credit Union and Retail Bank Marketers [Learn More ](https://www.pica9.com/blog/accelerating-speed-to-market-a-game-changer-for-credit-union-and-retail-bank-marketers) ![](https://www.pica9.com/hubfs/A_Stock%20images/business%20woman%20holding%20a%20piggy%20bank%20at%20her%20office%20-%20business%20concepts.jpeg) #### 5 Tips to Create a Better Bank Marketing Plan in 2024 [Learn More ](https://www.pica9.com/blog/bank-marketing-plan) ![](https://www.pica9.com/hubfs/A_Stock%20images/campaigndrive-bank-marketing-plan-1.jpg) #### 5 Powerful Bank Marketing Strategies to Increase Customer Engagement [Learn More ](https://www.pica9.com/blog/bank-marketing-strategies) ## See the Future of Brand-Driven Document Assembly [ Request a Demo ](https://www.pica9.com/request-demo) ![](https://googleads.g.doubleclick.net/pagead/viewthroughconversion/1072593219/?value=0&guid=ON&script=0) ![](https://dc.ads.linkedin.com/collect/?pid=1097986&fmt=gif)