Embedded Compliance

Automate Content Compliance requirements including disclaimers

Replace manual compliance processes with digitised compliance requirements for marketing and sales documents.

The challenge

80% of factsheet and pitch-book content is related to complex and changing compliance requirements, so marketing compliance remains a key industry challenge. Front-office teams struggle to quickly deliver compliant and up-to-date documents.

Compliance-related tasks when creating marketing and sales content take on average 45 minutes per document.

Final compliance approval of pitch books, factsheets or similar content takes on average 5 days per document.

Regulatory requirements for content compliance need to be updated manually in cumbersome disclaimer spreadsheets.

Country-specific content compliance requirements are difficult to obtain and implement in existing content creation processes.

Redefine disclosure management

Replace manual compliance reviews with a digital library of pre-approved Content Compliance guidelines.
Always distribute up-to-date Content Compliance requirements across the whole organisation.
Approve changes, specify rollout dates and review disclaimers and other content requirements for all scenarios, products, customer types and markets.
Perform changes once and apply updated disclosures and disclaimers to all marketing documents in any language.
Integrate content compliance checks and requirements into custom business applications directly via an API.

What you get

All Content Compliance restrictions covered

Front-page and end-page disclaimers, footnotes, performance requirements, risk warnings and additional country-specific requirements.

Precise and binary answers

Highly granular structure with precise do's and don'ts—no grey zones. Machine-readable format, ready to integrate into any in-house process or system.

Dynamic and scenario-specific

Covers all content types (pitch decks, factsheets, videos, social posts, etc.), all offering scenarios and all content categories (brand, service offering, product offering).

Customise and translate

Fully customisable to your service offering, organisational structure and legal entity framework, with translations into all major languages.

Update service or maintain in-house

Subscribe to always up-to-date guidelines from premium content partners, or transform existing disclaimer spreadsheets into customisable content compliance components.

Variables and placeholders

Variables such as the current date, fund properties or distributing legal entities are the foundation of an efficient disclosure management framework across products and content types.

All you need to manage disclosures, disclaimers and other marketing compliance requirements

Briefing App

Replace your disclaimer spreadsheet with a smart, scenario-specific browser app—access verified Content Compliance requirements while creating content, without involving compliance teams.

Content Check App

Upload your marketing and sales content and instantly identify all unmet regulatory and branding requirements.

Governance Hub

Customise disclaimers, translate disclosures, and add legal entities or product lines with a few clicks. Pre-approve disclaimer versions.

Monitoring Hub

Monitor usage of disclaimers and content requirements across teams and down-stream systems. Access changelogs and analytics ready for auditors and regulators.

Content Compliance API or Agent

Integrate content compliance checks and requirements into custom business applications via REST API or MCP.

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