Financial services
Built for teams that answer for every word
Advisers, wealth managers, brokers, lenders and fintechs. We do the revenue work, and nothing reaches a client until your named approver releases it.
What a regulated team gets
Your handbook, checked first
Every asset is checked against the handbook you upload. Banned terms and missing risk warnings are held, and claims that read as promises are flagged, before your compliance team sees the work.
A named approver, every time
Nothing goes out until the person you choose releases it. Every approval is logged, their edits are kept, and the next draft learns from them.
Client data stays with you
Anything that touches client records, such as your CRM, meetings and call notes, runs in your own accounts. Content and outreach run on our platform, so there is nothing to install.
The checks prepare the work for your compliance team. The decision stays with them.
Where to start
Marketing teams waiting on approvals
Marketing Studio: a month of campaigns in your brand, checked against your handbook before compliance sees them.
Advisers who prepare before every meeting
Client Discovery and The Brief: clients answer your fact-find before you meet, and a brief lands before every call.
Fintech sales teams with a messy CRM
Data foundation and Goldmine: a clean, scored client list, and who to call each morning.
See it on one of your own campaigns
Book a call and bring a recent piece that went through compliance.