Ascot Lloyd

The Challenge

Before adopting bethebrand, Ascot Lloyd managed marketing compliance through a combination of spreadsheets and shared folders. As the business has grown and the volume and complexity of communications increased, the team needed clearer oversight, stronger version control and a more consistent way to track approvals end to end.

“We were managing approvals across spreadsheets and shared folders, it became obvious we needed a more scalable approach. We wanted something purpose-built that could grow with us.” Sam Walker, Marketing Manager – Acquisitions and Marketing Projects, Ascot Lloyd

The need for a more scalable, auditable and automated solution had become clear.

Our Solution

Ascot Lloyd explored several compliance platforms before selecting bethebrand. It stood out for its intuitive interface, compliance-first design, and the flexibility to tailor workflows around existing processes without unnecessary complexity.

“bethebrand came out on top. We really liked the dynamic aspect of the system and it was the simplest from a user perspective too. The flexibility of the platform and the clarity of the pricing were major factors in our decision. We could shape it around our needs, without being upsold on functionality we didn’t want.” Sam Walker

The implementation process was collaborative and well supported. bethebrand’s delivery team worked closely with Ascot Lloyd to configure workflows, map approval stages and ensure the system aligned with both operational needs and Consumer Duty requirements.

To meet the tight timeline of an upcoming rebrand, the platform was rolled out via a soft launch, supported by weekly project calls and live testing. Training was delivered at pace, with user feedback informing refinements to the onboarding experience.

SeeDynamic in Focus

As part of the project, Ascot Lloyd also deployed SeeDynamic, bethebrand’s automated compliance content review platform. Designed to accelerate approval cycles and improve first-time accuracy, SeeDynamic and scans documents for readability, regulatory wording, barred terms and missing disclosures. Ensuring marketing teams can submit content to compliance with confidence.

SeeDynamic automates compliance checks for common errors such as:

• Missing mandatory footers or product disclaimers
• Barred or restricted words (e.g. “cheapest”)
• Out-of-date contact information
• Font and format compliance
• Readability scoring and clarity guidance

At launch, Ascot Lloyd used SeeDynamic primarily to check content and regulated language. Initial false positives (triggered by fixed-page scanning) were quickly resolved by adjusting the rules to review entire documents. This significantly improved output and reduced noise in reporting.

“Now that it’s properly configured, SeeDynamic helps us avoid simple errors and speeds things up. It’s made the whole process more straightforward.” Kelly Pallant, Marketing Executive, Ascot Lloyd

The team continues to refine SeeDynamic settings, planning to expand its use to enforce brand, compliance and formatting standards as internal processes evolve.

The Results

Stronger audit trail and MI reporting

With all sign-offs, edits and approvals captured centrally, Ascot Lloyd has full traceability for every piece of marketing content. This makes internal and external audits significantly easier, while ensuring the business can respond quickly to regulatory requests.

“From a compliance point of view, there’s a much better audit trail. We must be able to audit, track and show management information, which the system helps us do now.” Sam Walker

Greater rigour under Consumer Duty

With increased expectations around governance and evidencing fair outcomes, Ascot Lloyd uses bethebrand to embed structure and accountability into its marketing processes. Automated workflows and tracked approvals ensure that content is reviewed, up-to-date and fully auditable, supporting the business to meet its Consumer Duty obligations with confidence.

Protection of brand and reputation

With SeeDynamic flagging barred phrases, readability issues and missing disclaimers, the business can be confident that client-facing materials meet internal standards before reaching compliance. This helps preserve trust with clients while supporting regulatory adherence.

“You know exactly where you are with each asset now.” Kelly Pallant

Improved efficiency for lean teams

With a lean, focused marketing function, Ascot Lloyd needed to free up time for strategic work. By removing spreadsheet admin, chasing email approvals, and providing automated reminders, bethebrand has helped reduce day-to-day friction, allowing the team to focus on delivering campaigns, not managing processes.

Confidence across teams

By making workflows visible and version control automatic, the system supports collaboration between marketing and compliance, building mutual confidence and reducing rework.

Looking Ahead

As Ascot Lloyd continues to mature its marketing governance and respond to evolving regulatory expectations, both bethebrand and SeeDynamic are seen as long-term partners in that journey.

The platform will evolve alongside internal processes, whether through deeper SeeDynamic configuration or wider use of workflow automation, supporting the business to operate with greater efficiency, consistency and confidence.