Finance content that moves fast and stays tracked
Marketing needs to publish on its own schedule. Compliance needs to see everything before it goes out. Agility lets both happen without either team blocking the other.
Marketing and compliance work from the same workflow in Agility
Rate changes, disclosure updates, and broker communications all move through one approval structure in Agility, even when different teams start them. Marketing publishes without waiting on a developer, and compliance sees everything before it goes live.
Built for financial services
Move fast, and keep every change on the record
Rates change, disclosures change, and someone always has to sign off. Agility gives marketing the speed it wants and compliance the control it needs.
Compliance sees it before customers do
Turn on approvals for any page or content list, so disclosures and rate updates can't go live without sign-off.
Rate changes go live when you say
Schedule a release date and a pull date, and new rates and promotions switch over exactly on time, even overnight.
Every change on the record
Version history shows who changed what, when, and in what workflow state. Versions are kept indefinitely and can be restored.
Access by role, page or item
Nine built-in roles, custom roles and item-level permissions, so each team touches only what it should.
Hosted where your regulators expect
Choose a data region in the US, Canada, Europe or Australia. Your content stays at rest there, and recovery copies stay in the same geography.
SOC 2 Type II and GovRAMP
Independently audited controls, encryption in transit and at rest, and a 99.95% uptime SLA.
See Security and Governance
A key consideration always comes to mind when I suggest Agility CMS. One is ease of use for literally managing lots of content. When customers have regulated content, or have a need to disseminate a lot of content, Agility is always the right choice because we can structure digital content to make editing and reviewing very easy by using import templates, field level validation, and implementing user workflows for the content team.
Mike McKinnon
CTO
Customer stories
Financial teams already on Agility
Banks, advisors and professional bodies that couldn't afford to get it wrong.
Would you be our first finance client?
Scotiabank runs on Agility, so finance isn't unfamiliar territory for us. Compliance isn't a feature we added later. It's what the approval workflow is built around, and we'd rather walk through your sign-off chain directly than ask you to take that on faith.
Walk us through your compliance requirements
Bring your approval process. We'll tell you where Agility fits, and where it doesn't.