BankBound Keep

BankBound Keep is an all-in-one solution designed to centralize, organize, and streamline marketing operations for financial institutions. With tools that cover everything from marketing organization management to project execution and performance reporting, BankBound Keep empowers marketing teams to operate efficiently and effectively.

Organize - Marketing Organization Management

BankBound Keep provides a comprehensive system to centralize all essential marketing information, ensuring that teams have the tools and resources they need at their fingertips.

• Vendor & Tool Management: Consolidate vendor and tool details in one place, including descriptions, contacts, contracts, costs, renewal dates, passwords, and performance reviews. Data is entered into a table and visualized for easy access. (Contract renewal reminders can be set up for timely alerts.)
• Team Organization: Maintain a dynamic org chart displaying team responsibilities, levels of access, contact details, employee/vendor status, and notes. Information is entered into a table that seamlessly populates a visual representation for clarity.
• Digital Asset Management: Organize brand materials, SOP documentation, training guides, budgets, goals, and internal processes. BankBound Keep categorizes and sorts assets by type, campaign, channel, and tags, allowing for intuitive growth and easy retrieval over time.

Operate - Project Management and Approval

Streamline marketing workflows and collaboration with powerful project management and approval features.

• Approval Workflow & Archive: Create structured approval workflows and maintain a searchable archive for all past projects, ensuring accountability and easy reference.
• Project Management Platform: A versatile platform that supports collaboration within and outside the organization. Users can grant access with varying permission levels, enabling cross-team and vendor collaboration while ensuring information security.
• Marketing Request Intake Form: Simplify communication with other departments through a marketing request intake form, allowing teams to manage incoming requests efficiently and track them within the system.

Report - Marketing Analytics

Monitor and measure marketing performance with integrated and customizable reporting tools.

• Google Looker Studio Reports: Embedded, real-time reports that visualize marketing performance directly within BankBound Keep.
• Custom Tables for Goals and KPIs: Manually enter and track goals, KPIs, statuses, and notes, keeping all performance data centralized and accessible.