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What is IntelligenceBank?

IntelligenceBank is a comprehensive marketing operations platform built to help enterprise teams unify digital asset management, streamline creative workflows, and strengthen brand governance — all with integrated compliance capabilities. Tailored for marketing and compliance leaders, it offers greater oversight of content development, review processes, and campaign deployment to boost efficiency, brand consistency, and regulatory alignment. The platform features a secure DAM, configurable workflows, online brand portals, smart forms, and versioned approvals. It also includes granular user permissions, full audit logs, and tools for managing legal claims and regulatory disclosures. Organizations across finance, healthcare, government, franchising, and more rely on IntelligenceBank to improve speed-to-market while reducing risk. With out-of-the-box integrations for creative platforms, CMS, and enterprise tools, IntelligenceBank fits into your existing ecosystem — making it easier to manage assets, maintain compliance, and scale marketing with confidence.

What is FileTrail Records Management?

FileTrail® is recognized as the leading software suite for information governance, specifically designed for sectors that face stringent regulations across North America, the UK, and Europe. Established in 2000, FileTrail has consistently aimed to empower forward-thinking organizations in the legal, corporate, and governmental spheres by providing a centralized and clear view of all data from various repositories, which includes both physical documents and digital files. This fully integrated enterprise solution offers a modern approach to data governance, assisting organizations in streamlining compliance with internal policies, government regulations, and outside counsel guidelines (OCG). Additionally, it supports the development of tailored policies and taxonomies that cater to different industries, successfully reducing risks related to retention and disposition management and leading to notable cost savings. FileTrail also prioritizes ongoing enhancements, ensuring that organizations can swiftly and efficiently adapt to the changing landscape of compliance requirements. As a result, clients benefit not only from improved governance but also from a more agile approach to managing their information resources.

Media

Media

Integrations Supported

Adobe Illustrator
Adobe InDesign
Adobe Photoshop
Drupal
IBM StreamSets
Microsoft 365
Microsoft SharePoint
Outfit
Outreach
P2 for WordPress
Red Marker
Salesforce
Sitecore
Speak
Templafy
WordPress

Integrations Supported

Adobe Illustrator
Adobe InDesign
Adobe Photoshop
Drupal
IBM StreamSets
Microsoft 365
Microsoft SharePoint
Outfit
Outreach
P2 for WordPress
Red Marker
Salesforce
Sitecore
Speak
Templafy
WordPress

API Availability

Has API

API Availability

Has API

Pricing Information

$567/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

IntelligenceBank

Date Founded

2009

Company Website

www.intelligencebank.com

Company Facts

Organization Name

FileTrail

Company Website

www.filetrail.com

Categories and Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Brand Management

Approval Process Control
Artwork Management
Asset Management
Change Management
Fulfillment Distribution
Project Management

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Marketing Planning

Budgeting & Forecasting
Collaboration
Flowchart
Goal Setting / Tracking
Marketing Calendar
Media Planning
Predictive Analytics
Presentation Tools
Project Tracking
Spend Management

MRM

Activity Planning
Analytics / ROI Tracking
Approval Workflow
Brand Management
Budgeting & Forecasting
Content Management
Digital Asset Management
Expense Management
Marketing Calendar
Strategic Planning

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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