Financial Services
On-brand, compliant content at the speed the market moves
From campaigns to client communications, financial services and insurance teams use Canva to produce on-brand, on-message content without waiting on agencies or breaking compliance. Xanadu implements Canva, and drives adoption, for financial firms across the UAE, GCC and UK.
The problem
In financial services, off-brand content is a trust and compliance problem.
Every adviser, product line and market needs its own materials, and every one has to stay on brand and within the rules. When content is made ad hoc, consistency and compliance both slip. That is not a design problem. It is a risk one.
The consistency problem
Advisers and teams build their own decks and one-pagers. Logos, disclaimers and messaging drift, and the brand fragments across every client touchpoint.
The bottleneck problem
Campaigns and client materials need to move at market speed. A central studio and outside agencies cannot keep pace with every product and region.
The control problem
In a regulated industry, the wrong template or an out-of-date disclaimer is a real risk. Control has to be built in, not chased after the fact.
Proven
What financial services teams achieve with Canva.
Financial and fintech teams use Canva to produce on-brand campaigns and client materials at scale, with approved templates and controls that keep every asset consistent.
On-brand ads produced in a single quarter
Share of market ads now made in Canva
Saved in annual design costs
Figures from Canva customer stories. Xanadu implements and drives adoption of Canva; these are illustrative Canva outcomes, not Xanadu client results.
The model
Governed creative freedom.
The best financial brands protect consistency and compliance not by funnelling every request through a studio, but by building systems where the approved, on-brand template is the fastest option. That is what Canva, properly implemented, makes possible. Implementation is exactly what Xanadu does.
For your marketing and brand team
- Brand Kit centralised: every approved logo, colour and font in one place, always current.
- Locked templates with approved messaging and disclaimers built in.
- Approval workflows to review content before anything reaches a client.
- Brand governance at scale: one Brand Kit update reaches every team.
For your advisers and teams
- On-brand client materials in minutes, not days. Ready when the opportunity is.
- No design skill required. Templates handle the design, your teams handle the content.
- Every format, one tool: pitch decks, one-pagers, social, email and reports.
- A familiar interface most teams already know, so adoption is fast.
How it works
Five steps to a fully operational Canva environment.
Assess
We review your Canva usage, licences and brand standards across your teams, and map your biggest content gaps. Free.
Blueprint
We set the plan: brand and template architecture, the rollout, and a costed roadmap for the business. 2 to 3 weeks.
Enable
We build your Brand Kit and locked, compliant templates, then deploy, train and drive adoption across teams. 4 to 6 weeks.
Govern
We configure permissions, approval workflows, and licence and compliance controls, so every asset stays on brand and in policy. 2 to 3 weeks.
Build
We connect Canva to your wider stack and automate the repetitive work, so it becomes part of how the business operates. Ongoing.
Beyond Canva
The same partner for AI in your operations.
Canva is where most financial services teams start with us. When you are ready to put AI into the workflows behind marketing, client communications and compliance, we do that too. See how we approach AI transformation.
Ready to see what this looks like for your team?
A 30-minute discovery call, no commitment. We will map out exactly what implementation looks like for your organisation.