Financial Services
Who This Track Is For
This customer experience lab track is designed for digital marketing managers, content strategists, DAM administrators, and web teams at financial services organizations who need to deliver personalized, compliant content experiences across multiple channels. It is especially valuable for teams looking to modernize their asset management practices with AI-powered discovery, accelerate content personalization at scale, and deliver consistent brand experiences from a single source of truth.
Organizations launching new products, rebranding existing services, or seeking to improve campaign speed-to-market will gain significant value from this guided workshop. The track uses SecurFinancial, a demo retail banking brand launching a high-yield savings account for young professionals, as a realistic financial services scenario throughout all exercises.
User Journey
Participants will follow a complete content lifecycle journey, beginning with asset discovery and management, then progressing through content creation, personalization, and omnichannel activation:
- Discover & Organize — Use AI-powered search to find campaign assets, observe automated tagging, and create organized collections for the Launchpad campaign.
- Author & Vary — Create structured content fragments for campaign messaging and generate AI-powered variations for different audience segments.
- Assemble & Personalize — Build targeted landing pages using Universal Editor, combining content fragments with dynamic imagery.
- Activate & Deliver — Configure dynamic renditions for social, email, web, and mobile channels from a single master asset.
Included Adobe Solutions
Adobe Solution | Primary Use |
|---|---|
AEM Assets | Centralized asset storage, AI-powered search, automated tagging |
Content Hub | Self-service asset access for marketing teams |
AI Assistant | Natural language search, proactive asset recommendations |
AEM Sites | Web experience management and delivery |
Content Fragments | Omnichannel content authoring and variation management |
Universal Editor | Visual WYSIWYG page assembly for personalized experiences |
Dynamic Media | Automated rendition generation and optimized media delivery |
Persona
Primary Audience: Marketing Operations, Content Strategy, Digital Marketing
Prerequisites
- Google Chrome or Microsoft Edge
- Two monitors recommended
- Familiarity with digital asset management concepts
- Understanding of content personalization goals and audience segmentation
- Basic knowledge of campaign workflows and channel requirements
Format
- Up to 15 participants
- One-week engagement (4-5 hours total across sessions)
- Dedicated sandbox environment with SecurFinancial demo content
Example Agenda
Day 1 (1 hour): Kickoff & Introductions
Meet the team and get oriented. Review workshop details and objectives, set up application access, and provide an overview of how Adobe's content supply chain ecosystem works together. Participants will be introduced to the SecurFinancial Launchpad campaign scenario and understand how AEM Assets, Content Hub, AEM Sites, and Universal Editor integrate to support end-to-end content workflows.
Day 2 (2 -3 hours): Hands-On Workshop
Learn by doing with exercises covering asset management and content activation using the SecurFinancial Launchpad campaign:
- AI-powered asset search and automated tagging
- Collection creation and sharing workflows
- Content fragment authoring and AI-generated variations
- Personalized page assembly with Universal Editor
- Dynamic rendition configuration for multi-channel delivery
Day 3 (1 hour): Optional Office Hours
An open session to discuss specific challenges or dive deeper into asset management, content authoring, or personalization topics relevant to your team. Bring your questions and explore how concepts from the workshop apply to your organization's content workflows.
Materials Provided
Adobe will supply curriculum and documentation covering:
Asset Management & DiscoveryAsset Management & Reuse
- AEM Assets navigation and search capabilities
- AI-powered smart tagging configuration
- Content Hub setup and self-service workflows
- AI Assistant for natural language queries
- Collection management and sharing workflows
- AI Discovery and Transformation Agents
Multi-Channel Web DeliveryOmnichannel Content Activation
- Content Fragment models and authoring
- AI-powered variation generation with Sensei GenAI
- Universal Editor for visual page assembly
- Dynamic Media rendition configuration
- Personalization targeting and audience context
- Preview and publishing workflows
Best For Organizations That
- Have growing asset libraries that are becoming difficult to navigate and search
- Spend significant effort reformatting content for different channels
- Want to enable personalization at scale but lack the infrastructure
- Need faster time-to-market for campaign content across channels
- Have distributed teams requiring consistent access to approved content
- Seek to reduce manual effort in content localization and variation
Additional Recommendations
- Understanding of current asset management workflows and pain points
- Familiarity with how teams currently search for and access assets
- Knowledge of content delivery workflows and channel mix
- (Optional) Sample assets or content for upload and authoring exercises
- (Optional) Existing taxonomy, metadata standards, or brand guidelines documentation