Compatibility · Finance
Business Development & Marketing
10 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Brand guidelines
A rulebook setting out how a financial firm's name, logo, colors, and language may be used across all materials.
What it’s used for
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Client testimonial scripts
A prepared set of questions and approved wording used to capture client praise for a financial firm in writing or on video.
What it’s used for
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Content outlines
A planning document that maps out the structure and key points of a piece of marketing content before it is written.
What it’s used for
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Email marketing templates
Pre-written, reusable email layouts and copy that finance firms use for client outreach, newsletters, and campaign follow-ups.
What it’s used for
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Event collateral
Printed and digital materials a finance firm prepares for conferences, client seminars, and sponsored events it attends or hosts.
What it’s used for
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Paid media guidelines
An internal rulebook for how a financial firm buys and runs paid advertising across channels, including approvals and compliance limits.
What it’s used for
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Prospecting scripts
A set of prepared talking points and call openings used by finance business development staff when contacting potential clients or referral sources.
What it’s used for
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Referral partner materials
A packet of documents given to outside professionals who send client referrals, explaining the firm's services and how referrals work.
What it’s used for
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Social media response guides
An internal guide telling staff how to reply to comments, messages, and reviews on a financial firm's social media accounts.
What it’s used for
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Vendor brochures
Printed or digital sales material from an outside supplier describing the services it offers to a financial firm.
What it’s used for
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