Business as usual won’t survive the next planning cycle
Marketing leaders at financial institutions are being squeezed from both sides: flat or shrinking budgets on one hand, rising acquisition costs, and tougher growth expectations—on top of constant scrutiny from Risk, Compliance, and the board. Yet “business as usual” still relies on sprawling spreadsheets, ad-hoc FP&A extracts, and decks to justify where the money went. That makes it hard to answer the simplest boardroom questions with confidence: What’s committed? What actually hit the books? What should we cut or fund next?
Uptempo is the marketing system of record that connects your budgets, plans, and performance—so marketing and finance operate from the same, always-current numbers and your story lands with the CFO (and holds up to regulators).
Built for complex, multi-line financial institutions
Uptempo gives enterprise marketing teams a shared workspace where CMOs, CFOs, and LOB leaders can plan, fund, and track campaigns across regions, products, and portfolios.
For CMOs & Heads of Marketing
Get a clear line of sight from marketing spend to company growth. Build defendable ROI stories that protect and expand budgets—even when they’re under pressure.
For Marketing Operations
Gain real-time visibility into budgets, plans, and performance in one workspace. Orchestrate campaigns faster, cut reconciliation from weeks to hours, and give leaders the answers they need to make decisions quickly.
For Finance Partners
Get forecast accuracy, governance, and ROI clarity. See marketing spend reconciled to GLs and cost centers with audit-ready variances and trustworthy numbers.
Charles Schwab quickly found a 10% spend variance using Uptempo
We can show progress and results in real-time. When the CMO wants to know how much of the media team’s money is committed, a report can be generated quickly in Uptempo.
Read their storyProve marketing’s impact
Connect campaigns to pipeline, balances, and booked revenue
Close the loop from dollars to qualified demand, funded accounts, written premium, and revenue so reviews focus on decisions, not attribution debates.
Control spend across every line of business—without losing speed
Get a real-time view of budgets, POs, and actuals mapped to cost centers and campaigns. Quickly shift investments to the channels, products, and regions that perform.
Coordinate national campaigns with regional, branch, and advisor marketing
Give regions, branches, and advisors clear guardrails while letting them tailor offers, messages, and timing—without losing visibility, brand consistency, or budget control.
Keep agency and vendor spend on-plan and accountable
Track POs, invoices, and deliverables against funded programs so agencies, media partners, and vendors can’t overspend, reclassify, or launch campaigns without financial visibility.
Run annual planning, QBRs, and reforecasts from one set of numbers
Set top-down targets and bottom-up plans in one place, then keep forecast vs. actuals aligned all year with live data from ERP/EPM integrations.
Make regulatory and audit requests routine—not fire drills
Keep approvals, transfers, and reconciliations in one place. Sync actuals from your ERP/EPM and surface plan vs. actuals variances to answer Compliance, Risk, or Internal Audit in minutes.
Make M&A brand integration financially clean
Rationalize duplicate budgets, unify taxonomies, and migrate plans into a single system so acquired brands roll into your reporting and controls without losing financial integrity or visibility.
Shift budget to what truly grows deposits, premiums, and AUM
Track under- and overspend in real time, then move dollars across teams, products, and campaigns with built-in guardrails and audit trails so you can confidently fund what works.
Protect your data
with enterprise-grade security
Your marketing data is safe with enterprise-grade security and admin controls, helping you meet compliance expectations in highly regulated environments.
SOC2
SSO
Audit logs
Role-based access + permissions
Partner access profiles
Context-based access
Secure API access
Reports that respect user access constraints
Connect to all your favorite tools
Connect Uptempo with your ERP/EPM, CRM and marketing automation, work management, ad platforms, and BI tools. Bi-directional integrations keep budgets, plans, and performance in sync—cutting manual updates, errors, and reporting lag.
