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Welcome to Perivan Solutions

Our software helps Marketing, Compliance and Sales teams create, approve and publish compliant, on-brand materials.

  • Minimise compliance risk
  • Improve brand consistency
  • Save time and money
  • Increase speed to market
Project management software for financial services firms

What we do

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.

Who we do it for

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.

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The Compliance workload shows no signs of decreasing. An ever-growing list of requirements and regulatory changes makes the compliance role harder than ever.

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Getting tenders out on time is a constant pressure, but inefficient processes, unnecessary admin and the need for regulatory compliance slow you down.

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Our Products

Whatever your role in content creation – producer, approver or user – our intuitive suite of solutions will help.

DotApprove marketing automation software

Automated workflow solution combining a marketing resource management and compliance approval system, for pain-free collaboration and faster compliance sign-off on marketing and sales documents.

RightSlide PowerPoint templates and slide library

User-friendly PowerPoint templates and slide library – guarantees ‘right first time’ content for brand-compliant presentations and pitch books.

DocGen automated publishing tools

Fund factsheets and client reporting made easy and 100% on-brand via our automated publishing tool.

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Easy-to-use Microsoft Word templates help you create professional, branded documents without a designer. Add on a library if you want a central store for all your content.

MarketingStore digital asset management

A virtual storeroom for your sales and marketing materials, with print on demand, online branded templates and efficient e-commerce.

Current Clients

Hundreds of financial and professional service firms trust Perivan Solutions - from start-ups to global brands.

Canada Life project manage and approve all marketing materials using DotApprove
Helping BNY Mellon streamline their financial promotions approval
Helping VWFS project manage all their marketing campaigns
St. James's Place use MarketingStore to automate the procurement of their marketing materials
Helping Schroders project manage, approve and archive their financial promotions
Santander now has a highly-customised, efficient system for the review and approval of financial promotions
Nottingham-Building-Society DotApprove has transformed our internal marketing approval process and it’s extremely easy to use.
NewDay use DotApprove to manage the approval of all their affinity partners marketing material
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  • Santander now has a highly-customised, efficient system for the review and approval of financial promotions
     
    ‘We've worked with the DotApprove team through many challenges, and they've met them all. Santander now has a highly-customised, efficient system for the review and approval of financial promotions. As well as providing a robust centralised platform for our marketing materials and our approvals audit trail, DotApprove has helped us simplify our processes. We are realising the benefits of DotApprove across the whole organisation.’
    Santander
    Lucinda Parish,  
    Brand Strategy and Experience, Santander
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    ‘The implementation of MarketingStore as our bespoke online ordering system, SJP Connect has enabled us to continue delivering excellent service and handle significant regulatory changes, which impacted literature and stationary whilst still managing our costs effectively. The ability to automate the co-branding and personalisation of marketing material for our Partners has enabled us to differentiate from our competitors and contributes to our ongoing success.’
    sjp
    Dave Sutton,
    Head of Marketing Operations, St. James’s Place Wealth Management
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    ‘This is a great way to ensure that we manage our brand and customer communications professionally and efficiently, saving time and money.’
     
     
    AIG
     
    Mamadou Sow, 
    Chief Marketing and Innovation Officer, EMEA Marketing CoE, AIG
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    ‘The client service support has also been excellent throughout and they're constantly evolving the product with new features. I would highly recommend DotApprove to any financial services company, large or small.’
    Nutmeg
    Steve Desmond, 
    Head of Digital Engagement, Nutmeg

Featured Blog Articles

7 tips for creating compliant sales presentations

7 tips for creating compliant sales presentations

 

How to solve the dual challenges of wasted business development time and non-compliant sales materials.



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Financial promotions checklist for marketers

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.


 

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The marketing guide to compliance

The Marketing Guide to Compliance

 

We’ve provided answers to nine key areas that Marketing needs to know about financial promotions and compliance.


 

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