Financial Promotions
Take control of financial promotion compliance
Control, manage and approve financial promotions with bethebrand. Automate workflows, cut FCA compliance risk and speed up approvals with full audit trials.
Master financial promotions
Leading organisations rely on bethebrand’s extensive functionality
Centralised Library
Keep all financial promotions in one place with full version histories, ensuring your team always uses the correct materials.
Custom Approval Workflows
Tailor workflows to your business needs and standardise approvals for faster, smoother compliance.
Bulk Asset Management
Upload and approve multiple assets in one go, simplifying large-scale projects and batch updates.
Full Audit Trail
Track every action, from creation to approval, with a complete audit trail that shows who did what, and when. This includes version histories, checklists, annotations, briefs, and approvals.
Automated Reminders
Get automatic prompts for content reviews and expiry dates, so nothing slips through the cracks.
Evidence Management
Attach substantiation, verification and supporting documents to verify claims, ensuring that all evidence of claims made is recorded and retained for future review.
Versioning and Expiry
Automate version control, archiving, and expiry. Outdated assets are automatically archived, and actions are triggered when assets reach their next review or use-by dates.
Post-Sign Off Workflows
After approval, manage distribution with ease. Whether mailing, printing, or uploading, workflows can be generated to manage a range of post-approval activities.
Task Management
Stay on top of team tasks with a real-time dashboard for workload visibility and prioritisation. View and manage your team’s workload, reassigning and reprioritising tasks as needed.
Automated Alerts
Get alerts on bottlenecks and potential compliance issues with regular, automated reports sent directly to your inbox, ensuring breaches and risks are flagged quickly.
Automated Content Reviews
bethebrand flags non-compliant text based on your internal and regulatory rules, reducing the chance of errors before submission.
On-Demand Content Creation
Provide customisable templates that allow your sales, branch and marketing teams to create compliant marketing collateral quickly and efficiently.
Frequently asked questions
What is financial promotions compliance software?
Financial promotions compliance software helps regulated firms manage the creation, approval, and distribution of marketing materials in line with FCA rules. It provides clear workflows, audit trails and automated checks to ensure promotions are fair, clear and not misleading.
How does bethebrand help organisations meet consumer duty requirements?
bethebrand integrates consumer duty requirements directly into the approval process for financial promotions. By automating compliance checks, verifying claims, and ensuring clear, fair, and non-misleading promotions, bethebrand helps your team confidently adhere to FCA regulations and consumer duty standards.
How does bethebrand enable compliance with FCA regulations?
bethebrand automates the entire compliance process by integrating FCA guidelines into your workflows. It ensures that every financial promotion goes through rigorous checks, including automated text reviews, substantiation of claims and full audit trails, to meet regulatory standards.
Can I manage multiple financial promotions at once?
Absolutely. bethebrand allows you to upload, track and approve large volumes of assets in bulk. This is especially valuable for firms managing campaigns across multiple channels or product lines.
What kind of audit trail does bethebrand provide?
bethebrand offers a detailed, permanent audit trail for each financial promotion. This includes version histories, checklists, annotations, approval records and supporting documents, ensuring full transparency for internal reviews and external audits.
How does bethebrand help reduce the risk of non-compliance?
bethebrand automates the review and approval process, reducing the chance of human error. It also includes automated reminders for content reviews, risk-based review frequencies, and breach alerts to ensure your financial promotions remain compliant.
Can I customise workflows to match my company’s compliance processes?
Absolutely. bethebrand offers pre-built templates and the option to create fully customisable approval workflows that can be tailored to meet your organisation’s specific compliance requirements, ensuring consistency and standardisation across all your financial promotions.
Proof not promises
Working with leading financial services teams
We’d definitely recommend bethebrand. The system is easy to use, it makes everything trackable and it helps people do their jobs with more confidence.
Hazel Phillips
Agria Pet Insurance
The bethebrand team took the time to understand exactly how we worked and what we needed from the platform. The implementation process was smooth, and they provided great support throughout.
Kirsty Igoe
Marketing Communications Manager, The Cambridge Building Society
Read more of our client stories
Our Client StoriesWithout bethebrand, I wouldn’t feel confident that we could meet our obligations as a regulated business.
Joanne Palmer
Head of Marketing, Police Mutual and Forces Mutual
