Quilter Cheviot

The Challenge

As Quilter Cheviot operates across multiple jurisdictions across the UK, Europe, Jersey and Dubai, the team works within multiple different regulatory frameworks and approval requirements at any given time. 

Before implementing bethebrand, approvals were managed through strong internal processes, but there was a clear appetite to streamline operations to make it easier to manage four jurisdictions, improve reporting and reduce risk.

“Coordinating approvals across four jurisdictions was time-consuming and complex. We wanted a system that could bring everything together and make the process seamless.” Violet Hayden, Brand Manager

Our Solution

Quilter Cheviot adopted bethebrand in early 2025, building on parent company Quilter’s established success using bethebrand in a separate instance known internally as “MPAH” (Marketing Production & Approval Hub).

“Since Quilter already used bethebrand successfully, it made complete sense to extend it to our part of the business. The solid understanding of how we work was already in place and it was a smooth transition.” Violet Hayden

Implementation and Customisation

From the outset, Quilter Cheviot wanted a system that reflected its real-world workflows rather than forcing teams to adapt. bethebrand’s configuration flexibility made that possible.

Working closely with the bethebrand team, marketing and compliance mapped their existing approval process and replicated it within the system.

Key customisations included:

• Four-region jurisdictional workflows (UK, Europe, Jersey, Dubai)
• Configurable permissions allowing compliance leads to approve across regions
• Custom checklists aligned to local regions
• Instant, audit-ready reporting 
• Tailored training for marketing and compliance teams

“We’ve worked well with the bethebrand team. They’ve been transparent and responsive, always finding solutions when possible and explaining clearly when something can’t be done. That honesty builds trust.” Violet Hayden

After a short bedding-in period, internal ‘super users’ were appointed to champion best practice, ensuring consistent adoption across the business. 

Training sessions with bethebrand were also recorded to ensure the business had an ongoing resource for all new joiners.

The Results

Greater audit readiness and transparency

All financial promotions are now reviewed and approved within bethebrand, complete with full version histories and commentary trails. Reports can be generated instantly, giving compliance and audit teams real-time visibility on specific details like total number of submissions, number of rejections and the reasons for these rejections. 

“We can pull a live report instantly! It’s strengthened how we prepare for audits.” Violet Hayden

The platform underpins internal audit and compliance reporting, providing an accessible, verifiable record of every approval. It has also set the team up to efficiently respond to requests for evidence in all future external audits.

Improved efficiency across multiple regions

Automated workflows have significantly sped up internal processes. Notifications and reminders keep jobs on track, while permissions allow access to be granted to specific compliance users to approve for multiple jurisdictions when needed.

“When you’ve got UK, Europe, Jersey and Dubai, all with different approval rules, it can be a lot to manage and coordinate. bethebrand has helped us significantly streamline the process,” Violet Hayden

Marketing and compliance teams can now collaborate directly in the system, reducing delays and ensuring no feedback is lost.

Tangible ROI through smarter approvals

For Quilter Cheviot, the return on investment comes from measurable process efficiency and reduced rework.

The marketing and compliance team regularly analyses data from bethebrand’s reporting dashboards to identify why assets are rejected and improve first-time approval rates. Reducing the rate of rejections and the need for rework saves both time and cost, particularly when external design resources are involved.

“If an asset’s rejected for a typo, that’s time and money wasted. Now, we can see exactly why rejections happen and fix the root cause.” Violet Hayden

Compliance is built into every marketing workflow. Automated notifications, structured checklists and complete audit trails keep activity transparent and accountable.

“It’s made life easier for everyone. Compliance has everything they need ready to go and they can easily review, mark up and submit assets.” Violet Hayden

Looking Ahead

With the system now fully embedded, Quilter Cheviot plans to extend bethebrand’s use beyond financial promotions. The long-term goal is to integrate digital production workflows currently managed in Quilter’s central instance, creating a single environment for both design and compliance approvals.

“We’re becoming more self-sufficient, but it’s great knowing the support team is there when we need them. The relationship has been key. They’re quick to respond, always helpful and genuinely committed to getting it right.” Violet Hayden