Inside the System That Finally Made BFSI Marketing Make Sense

If there’s one thing everyone in BFSI can agree on, it’s that marketing collaterals never sit still.

Between teams in metros and agents in remote towns, someone always needs a brochure, a standee, or a branded giveaway, and they need it now.

But here’s the tricky part: how do you keep your brand consistent across thousands of requests, while still moving fast enough to match the pace of your business?

That’s exactly where this story begins.

The Everyday Chaos Behind BFSI Marketing

In the BFSI world, speed and accuracy aren’t optional, they’re survival tools.

Field agents are out meeting customers and driving sales, while employees across hundreds of branches are keeping operations running. Both rely on branded marketing collaterals, brochures, posters, banners, and merchandise, to tell their story, close deals, and build trust.

But behind every glossy pamphlet lies a complicated supply chain.

Requests pass through long approval chains, multiple departments, and local vendors. What starts as a simple need for a few brochures can spiral into weeks of coordination, design edits, budget sign-offs, and delivery delays.

It’s not just about time. In BFSI, every word on a brochure or poster is bound by regulation. One outdated line or old logo isn’t just a design slip, it can turn into a compliance issue. That’s why brands need control, even as teams on the ground need speed.

The result?

• Delays that cost business opportunities. By the time the right brochure reaches an agent, the conversation’s already moved on.
• Inconsistent branding across regions. Local print shops mean different colours, logos, and messaging, eroding trust and recall.
• Zero visibility. Marketing teams spend hours firefighting instead of strategising, trying to answer one question over and over: “Where’s my material?”

This was the reality for many BFSI players, and it was exactly where Niva Bupa found themselves before turning to Mandaala.

Niva Bupa: Scaling Up Needed a Smarter Way to Manage Brand Assets

With over 2 lakh health advisors and 6,000 employees across 330 branches, Niva Bupa’s network runs deep. Every brochure, banner, and branded item plays a role in how the company builds trust with customers.

As the organisation grew, so did the need for a simpler, faster way to access marketing materials, something that could keep brand consistency intact while cutting out unnecessary coordination.

That’s where Mandaala stepped in, to design a workflow that made accessing marketing materials faster, easier, and completely on-brand.

The Solution: Two Brandstores, One Simple System

To fix the chaos, Niva Bupa didn’t just need a store, they needed a system that worked for everyone. So we built two connected Brandstores, each designed for the people using it most.

For employees (B2B flow)

Teams with wallet credits could log in through Darwinbox and order what they needed directly, no endless approvals, no chasing vendors. From brochures and standees to partner-branded merchandise, everything sat in one place, ready to go.

For health advisors (B2C flow)

Health advisors accessed the store through Niva Bupa’s internal app. They picked what they needed, paid through a built-in gateway, and added their address, simple, quick, and fully self-serve.

Together, the two Brandstores brought structure to a scattered system, keeping brand control intact while giving every team the freedom to move faster.

The Difference : A System That Finally Worked for Everyone

The Brandstore didn’t just make things faster, it made sense.

Employees finally stopped chasing approvals. Health advisors stopped waiting for weeks. And the marketing team could finally focus on, well, marketing.

Everything became easier:

• Orders moved faster. What once took 30–40 days now took minutes.
• The brand stayed consistent. Every brochure, banner, and giveaway came from the same source, always current, always compliant.
• Regional teams felt included. Collaterals were available in ten languages, helping advisors connect better with customers everywhere.
• Compliance happened naturally. Only the latest, approved materials went live, no confusion, no risk.

It all added up to something simple but powerful: a system people actually trusted and used.

The Bigger Picture

Niva Bupa’s workflow proved that when the right system is in place, everything else falls in line. With two connected Brandstores, their employees and health advisors finally had a clear, reliable way to get on-brand materials when they needed them, no delays, no confusion, and complete compliance across every branch. It turned a scattered process into one connected experience.

For other BFSI brands, the challenges aren’t very different, multiple teams, strict regulations, and countless moving parts. That’s what Mandaala’s MerchTech solution is built to simplify: managing branded merchandise and corporate gifting programs at scale.

If that sounds like something your teams need, let’s talk. 

Mandaala is the solutions arm of  PrintStop India.