Financial Promotions
For marketing and compliance leads, bethebrand’s Financial Promotions solution brings together all our products to provide functionality designed specifically for regulated UK financial services firms.
It is the solution of choice for many leading names in our sector because it is built for experts, by experts, to manage the lifecycle of financial promotions.
Financial Promotions are complex and critical to marketing financial services
Approving or publishing a non-compliant or out-of-date Financial Promotion has serious implications for you and your company
Having a robust process for creating and approving Financial Promotions reduces risk and lets you stay ahead of the competition
With be the brand you can
Automate the management of financial promotions
Optimise the creation and approval process to maximise speed to market
Ensure visibility across the full content lifecycle
Reduce cost of managing Financial Promotions
Reduce errors and increase first time approvals
Reduce risk in managing Financial Promotions
Demonstrate your full control of the process to senior management and auditors
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Wave
bethebrand's Financial Promotions solution is your ‘one stop shop’ for...
So that people use the correct version and view the version history.
So that your ways of working can be applied and standardised.
So bulk changes can be efficiently processed, or packs viewed as one.
View previous versions, approval history, evidence / substantiation, briefs, checklists and annotated iterations for a complete audit trail.
Ensuring that reviews occur and consequences are actioned.
As a core part of the audit trail marked up iterations created during the creative process are retained.
Ensuring that evidence of claims made are recorded and retained for future review.
Assets can be set to auto archive where they are single use assets while actions can be automatically triggered when a version reached its next review date / use by date.
Getting the file approved is just the start, workflows can be generated to manage a range of post approval activities such as mailing, printing and uploading.
The dashboard can be used to view and manage your teams workload via viewing current task lists, re-assigning and re-prioritising work.
A range of core reports can be scheduled to arrive in your inbox weekly/ daily to ensure that bottlenecks and breaches are flagged.
Configure the use by date field so that it autopopulates based on the risk rating / profile of the asset.
Have the application generate insights on uploaded copy where the copy does not meet corporate and regulatory guidelines.
Provide content creation templates for your (sales/ branch/ marketing) teams to generate on-demand.
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29 Apr 2021
On Board - Wesleyan
Founded in 1841, Wesleyan Assurance Society (Wesleyan) is a financial services mutual dedicated to some of the most trusted professions in society and is committed to creating brighter financial futures for doctors, dentists and teachers, so they can focus on the vital work they do. Wesleyan partners with leading professional bodies, such as NASUWT, The Teachers’ Union, and the Royal College of General Practitioners, as well as advising large public sector bodies, such as the NHS Pension Scheme.
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