Built-in brand and compliance guidance

Unlike generic file storage tools, Lingo allows teams to embed brand and compliance instructions directly into the Kits. For example:

• A pitch deck template can include notes about which disclosures are required on specific slides
• A financial product one-pager can include language restrictions or region-specific disclaimers
• Distributors can see whether an image can be used on social, print, or web

This removes ambiguity and reduces reliance on separate brand guideline PDFs or compliance one-pagers. Everything a user needs is available in one intuitive location.

Controlled access with role-based permissions

Finance teams often need to segment asset access by role or region. For instance, an internal marketing team may have full edit access to a product kit, while a group of advisors only needs view-only access to the final approved materials.

With Lingo, permissions can be set at the Kit or Portal level. This provides flexible control over who sees what and when, without requiring IT support or custom user groups. Teams can create private Kits for in-progress campaigns or public-facing Portals for approved content libraries.

Faster, compliant asset distribution

Lingo’s Portals let financial organizations share collections of brand assets, campaign materials, or product collateral through branded, structured interfaces. Instead of sending attachments or Dropbox links, teams can direct users to a branded, always-updated resource.

These Portals can be used to:

• Equip field teams and advisors with the latest product materials
• Share promotional assets with partner institutions or agents
• Centralize marketing collateral for distributed marketing teams

This keeps content distribution fast, while reducing the risk of out-of-date materials circulating.

Version control and change tracking

In finance, small changes in rates, policies, or regulatory language can have significant consequences. Lingo provides version history and visual differentiation between assets, helping teams ensure the most current file is always used.

Outdated files can be archived or removed, while updated materials carry the latest metadata, tags, and usage notes. Teams spend less time worrying about the wrong asset being used and more time executing with confidence.

Seamless integration with creative tools

Many financial services teams use tools like Figma or Google Workspace to create collateral. Lingo integrates with these platforms to simplify asset syncing and reduce manual steps.

Creative teams can work in their preferred tools and publish directly into Lingo. Once there, the asset enters an environment where it can be versioned, annotated, and securely shared with internal or external stakeholders.

Who Benefits From DAM in Financial Services

Lingo supports a variety of roles within finance:

• Marketing managers who need to distribute campaigns across internal and external channels
• Brand teams maintaining consistency across multiple product lines and markets
• Compliance officers requiring strict oversight and version control of marketing assets
• Sales teams and advisors accessing on-brand content in real time for customer conversations
• Agencies and vendors creating assets that must meet brand and legal requirements

For each role, Lingo offers clarity, control, and confidence.

Why Lingo Over Traditional Folder-Based Tools

Finance teams may start with Google Drive, Dropbox, or SharePoint. But these tools are not designed to provide real-time brand governance or distribution at scale. They lack embedded guidance, permission precision, and visual navigation.

Lingo was built to:

• Reduce asset requests and bottlenecks
• Improve brand consistency and compliance
• Support faster campaign execution
• Scale access across teams without risk

It doesn’t ask teams to change how they create. It simply ensures everything that’s created is used correctly.

Modern Compliance, Modern Brand Experience

The financial world is evolving. Customers expect a polished digital brand experience. Advisors and agents expect autonomy with clear boundaries. Compliance teams expect control without slowing everything down.

Lingo brings all three together. It’s a DAM that respects the complexity of finance while making it easier for teams to execute, scale, and grow.

For finance teams looking to improve marketing operations, minimize compliance risk, and streamline content access, Lingo is the right platform, right-sized for your needs.