Financial services brand uses Simple to minimise marketing risk
Financial institutions are among the most heavily regulated industries globally. Given the need to retain trust and reliability, financial brands must meet regulations, industry standards and community expectations.
That’s why Simple’s solutions have an uncompromising commitment to building and managing compliance processes within the marketing operations workflow.
The case study covers
- The importance of the process
- Automating disclosures to minimise marketing risk
- Centralising key documents
- Integrating and automating, legal, risk and compliance approvals
- Creating an audit trail
