Our software helps Marketing, Compliance and Sales teams create, approve and publish compliant, on-brand materials.
When compliance, accuracy and speed to market are essential, our solutions enable you to produce professional, accurate and approved financial promotions.
How can we help your team?
Producing engaging, on-brand marketing collateral is not as easy as it sounds. Particularly when you add regulatory compliance into the mix.
The Compliance workload shows no signs of decreasing. An ever-growing list of requirements and regulatory changes makes the compliance role harder than ever.
Getting tenders out on time is a constant pressure, but inefficient processes, unnecessary admin and the need for regulatory compliance slow you down.
Whatever your role in content creation – producer, approver or user – our intuitive suite of solutions will help.
Hundreds of financial and professional service firms trust Perivan Solutions - from start-ups to global brands.
Financial Promotions Checklist For Marketers
There are five key stages to producing financial promotions, during which the process and documented approvals can be as important as the end result.