financial services

Financial services companies have an enormous amount of content to manage. Much of this content must meet strict regulatory requirements and retention policies unique to the industry. These rules include special considerations and restrictions about who is allowed to view, modify, or approve content.

Financial services companies also share a business imperative to deliver the right content to the right person at the right time. Most of these companies struggle to deliver that information quickly. To meet their business goals, they must adopt a structured content ecosystem.

That’s why they turn to Content Rules.

We are the only end-to-end content services provider with experience providing content strategy, content transformation, and content optimization to financial services companies.

We’ll come up with a plan to reduce complexity and increase reuse for your existing content. We’ll put together a strategy for intelligent content and structured authoring. And we’ll help you align people, processes, and technology to improve efficiency and enhance your content’s effectiveness.


To produce content at scale, financial services companies need:

  • Content reuse
  • Automation

Financial services companies have tremendous opportunity for content reuse and automation to support modular content delivery from a single source of truth. The only way to achieve reuse and automation at scale is by using structured content.

To learn how to unlock the value of your content, download our free eBook, Content Transformation: Breathing New Life into Legacy Content.

Content reuse

Content reuse eliminates redundancy from your content and processes.



Automation eliminates time-consuming manual processes that increase risks and costs.


Why Content Rules

Content Rules is the only end-to-end content services provider with decades of experience in financial services content. We understand the unique needs of the financial industry.

Our services include content strategy, global content strategy, content transformation, content development, and content optimization. We are experts in structured content management, content standardization, and content governance.

We’ve helped numerous customers successfully complete their content transformation from unstructured documents to structured content ecosystems. We are the only content services provider with expert knowledge of Acrolinx, Congree, and Natural Language Processing (NLP) software.

Case Studies

Break Free Of Documents

A financial services technology company had developed more than half a dozen customized XML schemas over several years. Each silo managed its XML schema and content in a separate document-control environment. Content could not be reused across environments, resulting in an overload of redundant content. Many manual workarounds were necessary for creating, assembling, and publishing content. The ecosystem was not sustainable, costing too much in time, money, and frustration. The company reached out to us for help.

Content Rules employed an analysis and recommendation process to clarify the business objectives and develop a vision for the future state. We then identified requirements for content, software, and workflow to help achieve those goals. We helped develop a unified content strategy and plan a phased rollout of a component-based, structured content ecosystem.

We guided the configuration of their CCMS and helped onboard each team, building on the foundation and extending the strategy as needed. We provided full documentation of the strategy, system configuration, and onboarding materials to ensure that teams could be self-sufficient into the future.


Reduced the amount of content to manage
New teams can onboard into the CCMS in a matter of weeks
End users report extremely satisfied scores on improved content findability, relevance, and usability

Case Studies

A Dot Com Out Of Control

A major international digital payment processing firm had more than 2,000 unique URLs on its website. They needed to reduce risk from having outdated or incorrect information. They also wanted to reduce “content bloat,” which prevented users from finding the information they needed and decreased user satisfaction with the brand.

Content Rules worked with the firm to determine criteria for keeping, consolidating, or removing content. We gathered data, audited the content, and performed user experience analysis. We also assessed the highest value content to improve findability and SEO.


Performed thorough analysis to identify extraneous content based on customer criteria and strategy
Removed 25% of all website pages, based on performance metrics and applicability standards
Consolidated 10% of all website pages based on high-demand information and top-performing pages

Case Studies

Collaboration And Content Reuse Across Silos

An international financial services company found that their 15,000 mortgage specialists were spending more than a third of each work day searching for answers. Content was hard to find, duplicative, and inconsistent, providing different answers for the same question and different instructions for the same task. Meanwhile, content creators worked in several authoring tools and maintained four repositories across three organizational silos. Authors reported similar difficulties in finding and using content.

Content Rules facilitated a series of training courses and working sessions to develop a unified content strategy to eliminate redundancy, streamline workflows, and improve accuracy and findability of content. We iterated the strategy and removed barriers to collaboration across teams responsible for policy, learning and education, and technical communications content.


Consolidated content and authoring into a single toolset
Replaced duplicative content with 20 to 35% content reuse
Improved findability and accuracy through componentization and metadata

Content Transformation: Breathing New Life into Legacy Content

Ready to liberate content from legacy formats? Want to transform it into modular, dynamic content assets? This eBook shows you how.