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Digital Asset Management

Make content management and compliance easy


Approve creative and briefs with a full audit trail

Briefs & Forms

Write briefs that help deliver great creative

Proofing & Markup

Collaborate on creative with complete visibility

Creative Templates

Scale branded content production with confidence

Online Brand Portal

Inspire and educate teams about your brand

Disclaimer Engine

Get disclaimers right the first time every time

Reporting & Dashboards

Understand performance and improve processes

Get to market quickly and seamlessly manage FINRA, SEC, DDO and other marketing compliance frameworks

Federal, State or Local – we have you covered managing talent rights and headless DAM applications

HIPAA compliant and the easy way for your team to stay on brand, manage projects and the lifecycle of content

Provide value, consistency and automate localized creative content

Roleplay the FDA. Include marketing compliance checklists in briefs and automatically manage disclaimers on content

A central part of any tech company’s Martech stack

Knowledge Management Software

Discover how easy it is to manage your documents, forms and workflow online

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Knowledge Management Software


Online document management

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Upload any file type, one at a time or in bulk. Manage versions, read files online, set review dates, make comments and add watermarks.

Nothing gets lost in IntelligenceBank. We search titles, description, document contents, automatically extracted metadata, and universal custom metadata you add.


Anything you would normally manage in a spreadsheet can now be managed online in our customizable databases. Run reports, export and add files to records.

Get an instant ROI and see how your platform is used in real-time. Our granular audit trail reports on everything that happens, by user, by file and overall.

Email links, workflow &

Automatically be notified when new information or new versions are available. You can also email links from files or folders to both registered and external users.

Collaborate faster with download approvals, publish approvals and general feedback on any file or data. Track history of digital sign off in a dedicated approvals area.

Project calendar &

Help your team keep track of campaigns, due dates and projects. Create different calendars for each project, track event RSVPs and link your calendar to other items within your IntelligenceBank platform.

Easy to manage people

& projects
A full list of all users of your platform, with contact information and photos.

With Self Registration enabled, now your end users are able to ‘self register’ and login to your Knowledge Management platform to access documents and database records of information. All self-registered users can be granted limited or full access, which is specified by you, and you can force the acceptance of your T&C’s prior to entering your platform. This is ideal for sharing knowledge with third parties.

Use Cases


The entire IntelligenceBank platform is customisable, so it looks like your brand and maps to your governance process. It can be accessed anywhere, anytime and from any device, including when offline with our dedicated iPad and Android apps. Our robust API also makes it easy to integrate data and documents uploaded to IntelligenceBank with other systems, thanks to our push and pull, out of the box API.


Data Rooms

Securely share files with the people you want, all in one place. Granular permissions, watermarks and a detailed audit trail provide additional assurance when you share sensitive information.

Customer Insights

Manage, share and measure your customer insights. Automatically alert your team when new data is available and integrate third party resources in a single, easy to use platform. Create custom pages to showcase customer segments and key themes.

Case Management

Legal departments love our case management applications, whereby each case can be tracked, actions can be assigned and linked to related documentation. Granular permissions mean people only see cases relevant to them.

Client Portal

Keep track of customer contacts, proposals, work products, invoices and contracts. With granular permissions, give your customer access to your shared information and collaborate on briefs.

Sales Enablement

Ensure your sales team has the latest sales and marketing collateral. Customize proposals, give sales managers instant access to creative and receive alerts when new items are available. Integrate IntelligenceBank KM with your CRM.


more products

See what other products and services we can help you and your business with.

Board Portal

to keep everyone on brand

Online dynamic guidelines to keep everyone on brand

Governance, Risk & Compliance Software

to power content marketing

Manage briefs, creative approvals and compliance with instant audit trails