Record, Review, and Track Financial Promotions
Create and customise your own Financial Promotion approval forms and checklists.
Automate workflow between Marketing and Compliance to create a smooth process of Financial Promotions creation, review and approval.
Automatically update the Financial Promotions register.
Auto-expire Financial Promotions to ensure ongoing compliance of marketing activities.
Manage access to Financial Promotions records and processing depending on employee job role.
Track and Manage
Authorise named individuals to act as Financial Promotions reviewers.
Create a bespoke authorisation process.
Automatically, maintain and update the Financial Promotions Register.
Produce Management Information and custom reports as required.
- Easily create Financial Promotions checklists for different products to ensure consistency and suitability of Financial Promotion reviews.
See the big picture, drill down to the detail
The Financial Promotions register provides a complete picture of your current and future Financial Promotions.
Drill down to get details; see what actions are outstanding for current Financial Promotions or new Financial Promotion requests.
Add actions, review approvals and expiry dates.
Manage your compliance obligations with clarity and confidence
Financial Promotions is a module of My Compliance Centre. A compliance management solution that has all the tools you need to comply with your regulatory obligations.
A single, shared and integrated platform that brings clarity to your compliance management and gives your compliance team, senior managers and board the knowledge that you have everything under control.