TYPEFACE FOR FINANCIAL SERVICES

Secure AI for compliant, on‑brand content at scale

Drive trust, accuracy, and personalization across every customer touchpoint. With Typeface, you can create compliant, on-brand financial content grounded in facts and aligned with your regulatory requirements.

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TRUSTED BY

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Use Cases

How leading financial services 
scale compliant content

BRAND HUB

Maintain compliance across all your campaigns


Brand Hub learns your brand rules and legal requirements to ensure all your marketing is brand compliant. All AI-created assets are grounded in your approved sources — policy documents, product guides, disclosures, and more.

Real-world impact:
Typeface helped a Fortune 500 CPG company achieve 10x on-brand content creation and automatically evaluate text and images against global guidelines.

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CUSTOM AGENTS

Deploy purpose‑built AI agents for regulated workflows 


Whether it’s creating policy explanations, loan product pages, customer onboarding materials, or adviser toolkits — custom agents turn your unique workflows into repeatable processes. Generate everything with accuracy, regulatory alignment, and brand consistency.

Real-world impact:
A Fortune 500 Insurance provider cut production time by 64% generating multiple display banners and several ad variations, from a single brief and template, with Typeface Ad Agent.

CUSTOM AGENTS

TARGETED CAMPAIGNS 

Scale geo-targeted content across global markets 


Operating across different markets means navigating various regulations and regional preferences. Typeface agents adapt your campaigns with accurate translations, localized imagery, copy and ad creatives, and region-specific compliance built in.

Real-world impact:
A Fortune 500 telecom provider achieved 93% higher click-through rates by generating multicultural email campaigns for specific audiences while reducing asset creation time with Typeface.

PERSONALIZED CAMPAIGNS

CONTENT WORKFLOW MANAGER

Collaborate seamlessly for legal reviews across teams


Get clear audit trails and automated notifications of which stakeholders have reviewed your content. Content Workflow Manager works with your unique processes so your team can collaborate and move fast.

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SECURITY & TRUST

Enterprise-grade security for your brand’s content


Typeface integrates security controls to upload industry-leading standards and ensure complete ownership of your content. This includes end-to-end encryption, complete data isolation, role-based access with SSO, and more.

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OUR UNIQUE APPROACH

Why choose Typeface for Financial Services

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Compliance-first AI 

AI agents trained on your compliance guidelines, regulations, and brand to ensure every output meets your standards. 

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Contextual content

Generate content directly from your source documents, product specs, and legal disclosures to ensure accuracy. 

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Integrated workflows

Connect to your CMS, DAM, and marketing stack to streamline content workflows across all channels.

WHAT OUR CUSTOMERS ARE SAYING

“Our teams are using Typeface Agents across campaigns and channels and even building custom agents to guide briefs and research.”

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Tony Fazzini

VP, Marketing

Tradestation

RESOURCES

Learn more about AI in finance

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Enterprise Guide to AI 
Trust & Safety

Explore our multi-layered, holistic framework to trust and safety helping enterprises use AI responsibly

Read now
Resources Webinar Creative Automation

Fortune 500 Insurance Provider Uses Typeface 

Discover how a Fortune 500 insurance company improved personalization at scale with Typeface 

Read now
Resources Blog Creative Automation

Webinar on Explainable AI

Learn how Typeface's Content Explainability brings transparency and trust to AI content creation 

Watch now

FAQ

Frequently asked questions





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Ready to get started?

Book a personalized demo and explore how Typeface's enterprise-grade AI solutions

can be tailored to your precise business needs.