How a Leading Banking Institution Secured and Scaled Content Distribution with MediaValet
Who is the leading banking institution?
This leading banking institution with operations spanning the southeastern U.S. With a large network of internal teams and external partners, spanning events, communications, and media production, the organization needed a secure, scalable way to manage and distribute a high volume of digital content without compromising on compliance or brand consistency.
Location:
United States
Industry:
Finance
Company size:
Enterprise
Joined MediaValet:
2019
Features:
Brand Portals
AI Metadata
Microsoft Azure Security
The Challenges
The Results
The Challenges
A System Lacking in Security
For a large banking institution, content distribution was the defining challenge. The organization was producing significant volumes of content (photography, video, podcasts, and more) and getting it to the right people, securely and efficiently, was a persistent problem.
The software they had relied on for digital asset management had been out of production for years. Despite this, the team had continued using it, aware that a more modern solution was needed but without a clear path forward.
Meanwhile, content was being distributed through a patchwork of tools (including Dropbox) that created security concerns, duplicated effort, and offered little governance or control.
For a financial institution, the stakes around content security are high. Much of the content created is inappropriate to distribute via email, particularly when shared across a broad network of internal teams and external partners. The organization needed a platform that could match its security requirements without sacrificing usability or reach.
The Use Case
The Vault
The team implemented MediaValet; internally branded as the VAULT (Visual Assets Used for a Long Time).
They established it as the secure, centralized hub for all digital content across the organization. Seven years on, it remains the backbone of their content operations.
The VAULT gave the organization something their previous tools never could: a single, governed environment where the right people could access the right content, with the right level of permission and nothing more.
Adoption was swift. Teams that had previously worked around the limitations of legacy software and consumer file-sharing tools quickly recognized the MediaValet DAM as the authoritative source for all digital assets. The internal branding reinforced that positioning; this wasn’t just another tool in the stack, it was the single place content lived.
Key Features
Which DAM Features Drive Success for a Large Bank
Branded Portals: Real-Time Event Distribution
Branded Portals have become the organization’s number one method for distributing large volumes of content. At conferences and events, the team shoots and uploads content throughout the day, and a portal goes live at the event itself, giving attendees and partners immediate access to fresh content as it’s captured.
For longer-term projects; some spanning up to two years and involving multiple photographers or external creative partners, portals provide an organized, ongoing delivery mechanism that keeps everyone working from the same source without the chaos of shared drives or email chains.
The two-way portal capability (allowing select external partners to contribute content directly into the DAM) was a long-awaited addition that has further reduced friction in collaborative workflows.
When a project brings together multiple content types (a podcast episode paired with event photography, for example), Collections allow the team to package these assets together in a single, cohesive presentation. It’s proven to be a highly effective format both for internal sharing and for distributing content to social media channels.
“We’ve found it to be very, very effective, for sharing capabilities but also for social media channels.”
Asset Links: Fast, Focused Single-Asset Sharing
For situations requiring quick review of a single piece of content, such as a video awaiting sign-off, Asset Links provide a direct, clean sharing method. No portal setup required, no unnecessary access granted. Just a secure link to the specific asset that needs attention.
AI-Powered Metadata
The organization’s taxonomy is also highly specific, and keeping it accurate at scale is where MediaValet’s AI-powered metadata capabilities have made a measurable difference. With 90–95% of assets accurately tagged and categorized, search is fast, reliable, and governed meaning teams spend less time hunting for content and more time using it.
AI does the heavy lifting on tagging at the point of upload, reducing manual effort while maintaining the consistency the organization’s strict content standards require.
Security and Permissions: Built for a Financial Institution
DAM security is non-negotiable in financial services, and the VAULT is built accordingly. The only people who can upload content are verified internal members. Approximately 98% of all uploading is done internally.
External partners operate under tightly scoped permissions, with access levels ranging from upload, download, download-only, and administrator, ensuring that every user has exactly the access they need and nothing more.
The Results
Legacy Software Eliminated
Costs and risks saved
After years of operating on an out-of-production platform and supplementing with tools like Dropbox, the VAULT consolidated content operations into a single, modern environment; removing redundant software costs and the risks that came with it.
Hours saved per distribution opportunity.
What previously required manual packaging, email threads, or Dropbox folder management now takes minutes. On any given content distribution opportunity, the team estimates saving at least a few hours through the VAULT’s sharing tools.
Real-time event publishing.
Branded Portals have transformed how the organization delivers event content — with live portals going up at conferences and content flowing in throughout the day, giving partners and attendees immediate, organized access.
Secure external collaboration at scale. With a large network of internal and external partners operating across the Sixth District, the VAULT’s permission structure ensures sensitive content is distributed only to the right people — without relying on email or unsecured file sharing tools.
A Long-Term Partnership
Seven years into their MediaValet journey, what stands out for this organization is not just the platform’s features, it’s the relationship.
Next Steps
For a highly regulated institution with specific security and compliance requirements, having a DAM partner that listens, responds, and evolves alongside their needs has been as valuable as the technology itself. If you’re interested in learning how a MediaValet DAM could work for your financial or banking institution, contact us today!