Financial services marketers are asked to produce more creative, in more markets, with AI, while every disclaimer and approval has to hold up. Alli ties audiences and performance data to your creative, applies your approval and version rules to every version, and keeps AI use inside role-based access. Your people decide what goes live.
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PMG didn't just give us a beautiful, striking campaign; they redefined how our brand connects with high-value investors.
200%Increase in brand preference
With Alli, PMG defined who the campaign had to reach, from first-time buyers to experienced traders. The team paired a one-day studio shoot with a generative AI desert environment, built around the image of a sandboarder reading shifting terrain, and launched across digital and out-of-home placements in the UAE.
Most marketing teams want more creative, in more markets, tested faster. In financial services, each version also carries disclaimers and claims that vary by market, and each one needs a reviewer’s sign-off. So the work slows exactly where volume is needed.
AI makes the volume problem bigger and the control problem harder. More versions mean more review. And any AI that touches marketing data raises questions about who can see what, and who changed what.
Nobody knows which version is final
What Alli doesApproval workflows route each version to its reviewer, with version control tracking every change
Brand loses budget arguments
What Alli doesBrand Equity gives brand health a weekly score, so it sits next to performance
A weak asset is found out through spend
What Alli doesCreative Labs scores video before launch, and Creative Insights connects creative attributes to results
Alli helps financial services marketers build and prove brand preference, scale creative under approvals and version control, and use AI inside the access rules their organization already sets. It works through three Solutions pages. Alli does the scoring, versioning, and logging. Brand owners, legal and compliance reviewers, and marketing leads approve what goes live.
Products it draws onBrand Equity, Creative Insights, Ask Alli
See Alli for BrandProducts it draws onAlli4u, Alli MCP Server, Alli Apps, Semantic Layer
See Alli for Enterprise AIAlli for Global Teams helps when the same standards need to hold across many markets, and Alli for Measurement helps when finance wants proof.
Three example scenarios. They show how the products are built to work. They are illustrations, not customer stories.
A financial brand launches a campaign in several markets. Each market needs translated copy and its own disclaimer.
Brand and legal reviewers approve the master and each market’s rules before anything runs. Regional marketers decide timing.
A team has several edits of a video and limited time before launch.
Creative Labs scores each video against 23 creative features and historical performance and ranks the variants. Once ads are live, Creative Insights connects creative attributes to audience and media results.
The creative lead picks the edit. Legal reviews the final version. The media lead decides where the budget goes.
The marketing team wants analysts and regional managers to use AI for reports and recurring tasks, but IT wants to know who can run what.
Alli4u enables models user by user.
IT and marketing operations decide who gets access and to what. Managers review workflow output before it is used.
Four pressures shape this industry more than most. Alli applies the rules your teams set. It does not decide what is compliant. That stays with your reviewers.
Review time grows with volume
How Alli helpsApproval workflows and version control keep each version’s status and history in one place
Products look alike, so brand preference carries weight
How Alli helpsBrand Equity tracks brand health weekly, and Creative Insights links creative to results
What Alli doesBuilds versions from the approved master and applies market rules
What your people doSet the master and rules, and approve what runs
What Alli doesKeeps disclaimers and version history in one place
What your people doDecide what is compliant and sign off on each version
What Alli doesEnforces role-based access and logs runs
What your people doDecide who gets access and to what
What Alli doesScores brand health and creative results
What your people doDecide what the numbers mean for strategy
Alli’s data layer is deterministic, so every number traces back to its source, and access follows role-based permissions.
See why teams trust Alli’s dataStart with the work that costs you the most review time.
Get a weekly score and read it next to performance
Start with Brand EquityHow Alli supports financial services marketers, and where your reviewers stay in charge.
Alli helps financial services teams build and prove brand preference, scale creative under approvals and version control, and run AI inside role-based access. Brand Equity, Creative Insights, Creative Labs, and Creative Studio work together. Your brand, legal, and marketing leads approve everything that goes live.
No. A one-day studio shoot and a generative AI environment produced the creative variations. Alli handled the data, audiences, Creative Insights, and Creative Labs. It tied audiences and performance data to every variation and scored creative before launch. FXTM saw a 200% lift in brand preference among UAE investors.
Creative Studio is built to manage disclaimers and legal copy by market, with approval workflows and version control, so each market’s versions follow its rules. Your legal team defines the copy and approves the versions.
No. Alli applies the rules your teams set and keeps a record of approvals and changes. It does not decide what is compliant or guarantee regulatory approval. Legal and compliance reviewers make those decisions and sign off on each version before it goes live.
Creative Studio tracks every change with version control, and Generative Workflows runs with credential management, role-based access, and audit trails.
Alli keeps client data in dedicated environments, and access within each follows role-based permissions, so people and agents only see data they are cleared to use.
Alli is available to PMG clients. Financial services teams use the same platform PMG’s experts use, so both sides work from the same data. Book a walkthrough and bring one campaign with market-specific disclaimers, and we will show you how approvals and versions would run.
Book a financial services walkthrough and bring one campaign that runs in several markets. We will show you how versions, approvals, and performance data connect, and where your reviewers stay in charge. Alli is available to PMG clients.