Industries > Finance

Enhance user experience and expand your reach

Foleon provides a scalable way for non-designers to create personalized, cross-device content that’s engaging, meets regulatory requirements, and is easily kept up to date.
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Foleon for financial institutions

Financial institutions face unique content challenges

With Foleon, financial institutions can rapidly transform their digital content into engaging, interactive experiences that provide 360-degree audience insights. 

Engaging, secure, and interactive

Transform text-heavy documents into engaging, interactive content, making complex information easily digestible and visually appealing. Our secure platform ensures controlled content sharing, ideal for presenting sustainability initiatives or crucial financial data. Elevate your corporate communications effectively with Foleon.

Customers are creating:

  • Annual reports
  • ESG reports
  • Impact reports
  • Staff magazines
  • Newsletters

 

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Showcase your expertise and innovation

Turn your thought leadership content into captivating, interactive experiences and gain valuable insights into what resonates with your audience. Whether it's demonstrating your company's leadership or differentiating from competitors, Foleon helps you inspire confidence and engage effectively.

Customers are creating:
  • Reports
  • Magazines
  • White papers
  • Research

 

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Impactful, engaging customer marketing

Develop and nurture customer relationships with engaging, interactive educational and promotional materials that incorporate animations and videos for a more compelling experience. Overcome the challenge of reader engagement with our advanced analytics. Foleon helps you stand out in a competitive market.

Customers are creating:

  • Guides
  • Handbooks
  • Portfolios
  • Prospectus

 

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Foleon Doc examples

Easy to create, hard to forget

Check out this selection of financial documents made by our customers.

Better content that's easier to scale.

For every department or division

Foleon keeps financial firms aligned under one brand while letting teams—like wealth management, advisory, or compliance—customize their materials. Assign brand kits, tailor templates, and manage translations to ensure every communication stays sharp and compliant. 

Governance by design

Safeguard sensitive financial data with Foleon’s governance features. Control access, set secure user roles, isolalte workspaces, and manage publishing rights—ensuring only approved, compliant, and on-brand content reaches clients and stakeholders.

A single source of truth

Keep disclosures, service offerings, and regulatory updates accurate with Foleon’s global modules. Update once, and changes flow across all assets—saving time, reducing risk, and maintaining client trust. 

AI powered localization

Foleon’s AI Translations, powered by DeepL, help financial teams quickly localize documents for global clients and investors. Cut costs, save time, and keep every report, pitch, and disclosure perfectly on brand—without switching tools. 

Enhance your customer experience

In the dynamic world of finance, standing out matters. With Foleon, you can transform your content into engaging, interactive experiences. 

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Strengthen trust and build brand loyalty

In the financial sector, trust isn't just a bonus; it's a necessity. With Foleon, financial institutions can elevate their brand presence and foster lasting loyalty. 

Engage new customer segments

Breaking barriers in the financial landscape means reaching untapped customer segments. With Foleon, you can seamlessly connect with new demographics and markets. 

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Success stories

See how other financial institutions turned content into revenue.
Global Content Modules story
Success Story

International Firm Updates 30+ Docs in One Click with Global Content Modules

"With Global Content Modules, we don't have to go back in and change multiple docs time and time again."

Chris Bicker, Graphic Design Manager, Global Professional Services Firm Chris Bicker, Graphic Design Manager, Global Professional Services Firm
Lockton success story
Success Story

Lockton Strengthens Global Collaboration and Brand Governance

“Now that we’ve introduced Foleon, we can really be very consistent. We are able to create content a lot quicker.”

Ashleigh Arthur, Head of Creative UK & Europe, Lockton Ashleigh Arthur, Head of Creative UK & Europe, Lockton
AV Jennings success story
Success Story

AVJennings Embeds Foleon at Every Step of the Buyer Journey and Enables Sales

“Foleon became part of our operations. It fits right into every stage of our customer journey, from lead generation to in-store engagement.”

Vinay Raja, Creative & Digital Experience Director at AVJennings Vinay Raja, Creative & Digital Experience Director at AVJennings
Brightview success story
Success Story

Brightview Integrates Foleon, Bynder and HubSpot to Build a Strong Content Ecosystem

“Foleon gave us the ability to put all of our content in one place and conveniently give it to the customer at any given time.”

Brendan Moore, Digital Marketing Specialist at Brightview Senior Living Brendan Moore, Digital Marketing Specialist at Brightview Senior Living
Clarksons Success story-1
Success Story

Clarksons Keeps Content on Brand Across 25 Countries and 7 Time Zones

“We continue to use Foleon on a day-to-day basis. If it were to go, we would be stepping back in time.”

Sam Cottle, Marketing & Communications Director at Clarksons Sam Cottle, Marketing & Communications Director at Clarksons

Why leading financial institutions choose Foleon for their content

From corporate comms to customer marketing, Foleon turns your content into a competitve advantage. 

For private & public content

Create both SEO/AEO-optimized content as well as highly secure documents all with one tool.

Solid brand governance

Foleon centralizes your brand styles so can ensure everything everyone creates is on-brand. 

Accessibility matters

Foleon content is Web Content Accessibility Guidelines (WCAG) compliant.

An intuitive drag & drop editor

Shed your dependence on designers and create content fast with your own branded templates.

Update even after distribution

Keep your distributed content up-to-date without the hassle of recreating or reprinting.

Lots of advanced integrations

Connect content to your CRM, marketing automation platforms, and thousands of other apps and services.

Get a personal demo

Book a demo to get a personalized tour with guidance from one of our experts.
  • See how Foleon can work for your team
  • Get answers to your questions
  • Discover best practices for your content strategy

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Frequently asked questions

You can find answers to most common questions here. If you can't find what you're looking for feel free to get in touch.