When to use
The Marketing Materials case type is intended for partnerships that require a seamless experience for sharing for getting approvals on FinTech marketing materials when creating a product offering or updating an existing products’ marketing. A workflow example for a typical Marketing Material Case
Reviewing and decisioning cases
There are 3 actions that Bank Ops can take:- Approve Case: Use this when the Bank is comfortable with the marketing material being released.
- Reject Case and Send Back: Use this when the Bank has comments, feedback, or change requests to the original material that need to be updated in order to meet the Bank’s comfort for public release.
- In this case, add your comments in “Notes” and then click “Reject Case and Send Back”. The FinTech Partner will then upload updated materials or provide notes and re-submit the Case. This will continue until the Bank either Approves the Case or Declines the Case.
- Decline Case: Use this when the Bank is not comfortable with the marketing material being released.
Review and approve
Review and decline
Review and reject
Creating groups and users
You can create a number of user groups and users that will automatically be notified of any new marketing material case.It’s always a good practice to have a case notify a group, in case one or more of your users are not available - and it’s also much easier to add/remove users from a single place when you have a large team.
Roles and Responsibilities
