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Financial Promotions AI Document Scanning

How it works

Advanced logic capabilities assists compliances efforts to FCA Financial Promotion requirements.

The platform vastly enhances efficiency and consistency by taking the hard work out of compliance, highlighting only the content that’s potentially risky, and flagging it for expert review and attention.

Documents are quickly marked up saving valuable time and effort over traditional manual processes.

Workflow engine routes documents through your organisation’s approval process for sign offs and ensures a robust audit trail.

Shared Pain Points

Marketing

Tight review turnaround

Missed deadlines

Multiple rounds of amendments

Unclear/inconsistent review feedback

Compliance 

Time consuming, manual process

Unable to fulfil urgent turnaround requests

Addressing repetitive, basic errors

Prone to human error and bias

Solutions

FCA specific guidelines automatically flagged

Bespoke disclaimers checked

Image risk detection

AI suggested changes

Consistent review each time

Document Scanning

What is it: pre-publication asset scanning

Why is it useful: Save time and simplify your Financial Promotions approvals procedure by streamlining your manual

Features

Regulatory compliance risk detection

Risk AI suggested changes

Risk identification summary

Custom approvals workflow

Custom Risk Detection Capabilities

How Does This Help