Financial Advisor and Broker Marketing Portal



Fortune 100 Financial Services client needed to better control their brand while making it easier to distribute, update and personalize their marketing assets.  Our customer also needed a solution that would be able to tie together both their internal and external FAs into a unified solution.   Devia was brought in to work with their marketing, sales, IT, and creative groups to design and implement the portal and work with their fulfillment and print vendors to service the nationwide requests.

Design | Coding | Creative | Domain Expertise | Premium Support

Field and Marketing Materials


A top marketing agency in the mid-west reached out to Devia to help their large agroscience client move from traditionally fulfilled static materials to highly personalized print and electronic content. A fully integrated product information management (PIM) catalog was utilized to provide near real time sales and marketing data to drive both their print and electronic pre-sales communication materials.

Design | Coding | Catalog Integration | Premium Support

Commercial Insurance Digital Proposal Manager


A Fortune 50 commercial insurance client wanted to move the time-consuming task of designing easy-to-follow, concise proposals for their top tier clients away from their creative services resources.   Devia worked with our print partner to design a fully dynamic book layout that can be created by any internal sales or broker individual by simply entering the contract details.  Not only are the proposals beautiful but they can be shared with underwriting for approval,  are fully versioned and tracked year over year with deep analytics.

Design | Coding | Domain Expertise | Premium Support

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