We help financial and professional services firms become more efficient through the use of technology. Our software solutions save you money, enhance brand consistency, reduce compliance risk and improve speed to market. Take a tour of our solutions to find out more.
In our free guide, we've provided answers to 9 questions that Marketing needs to know about financial promotions and compliance.
Working in marketing in a regulated industry, the challenges you face are numerous. Managing content and output across multiple channels can be a headache. New channels are added to the mix all the time – you’re as likely to produce an Infographic on your new product as a brochure. Minimising admin is vital, particularly if, like most marketing teams, you suffer from a lack of resource. And wringing the most from your budget is an essential.
By streamlining and automating your marketing and approvals processes with DotApprove, you can free your team’s time from administration so they can concentrate on more productive tasks – the sorts of things you hired them for.
The compliance role grows ever-more challenging. Keeping up with the pace of regulatory change is a job in itself – meanwhile, the business is giving you an increasing volume of content and financial promotions to review and approve.
Keeping track of compliance expiry dates; ensuring all your documents and presentations have compliant content and the correct disclaimers – your expanding workload coupled with lack of resource can make you feel as if you’re drowning.
By centralising the approval of all financial promotions and client-facing content with DotApprove, you can make the process far more efficient – enabling you to reduce reviewing time, focus where you’re really needed and manage your growing mountain of work.
As a sales professional in a regulated business, do you feel that too much of your role is taken up with repetitive bid and proposal work – rather than the areas where you really excel? Trying to find the most up-to-date content to include in presentations and pitches, and ensuring your presentations and proposals are current and compliant, can be a nightmare.
By streamlining and automating your proposals, presentations and approvals processes with DotApprove, you can focus on getting out and winning more business.
In a world increasingly focused on corporate governance, regulatory compliance and risk management, being a director or a member of a board is a complex role.
Legislation changes constantly and only gets more demanding. Improving board communication is a challenge, while creating and distributing board papers and documents is often an inefficient process.
Risk is a constant, and increasingly stringent regulations mean that keeping records and reports on board activity is vital – but not always easy.
If you search ‘benefits of automated workflow systems’ online, you will find a host of websites citing the advantages for operations but compliance teams can also benefit from streamlining processes....Read more
" Virtualboardroom® has transformed our whole board pack distribution process for the better, delivering significant time and cost savings. It’s very easy to use and our directors have found using tablets much easier than anticipated. "
Carla Willmer, assistant company secretary, Babcock International Group