bethebrand

Master Financial Promotions.

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Overview

bethebrand is a platform designed for financial services organizations to streamline the approval process for financial promotions, ensuring compliance with FCA regulations and other standards. It provides features for workflow automation, audit trails, and claim substantiation to help marketing and compliance teams work together effectively.

✨ Key Features

  • Financial Promotions Approval Workflow
  • Comprehensive Audit Trails
  • Claim Substantiation
  • Automated Compliance Checks
  • Customizable Workflows

🎯 Key Differentiators

  • Specific focus on financial promotions compliance
  • Expertise in FCA and Consumer Duty requirements
  • Emphasis on streamlining the approval process for marketing teams

Unique Value: Simplifies and automates the complex process of financial promotions compliance, enabling teams to work faster without compromising on regulatory requirements.

🎯 Use Cases (3)

Managing the review and approval of financial promotions Ensuring compliance with FCA and Consumer Duty requirements Streamlining collaboration between marketing and compliance teams in financial services

✅ Best For

  • Automating and simplifying the financial promotions approval process
  • Providing a complete and detailed audit trail for compliance purposes

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies outside of the financial services industry
  • Teams needing a tool for creative collaboration without a focus on compliance

🏆 Alternatives

Ruleguard Red Oak Compliance Solutions RegEd

Offers a solution that is specifically tailored to the needs of marketing and compliance teams in the financial services sector, with a deep understanding of the relevant regulations.

💻 Platforms

Web API

🔌 Integrations

API

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ GDPR ✓ SSO ✓ FCA Compliance

💰 Pricing

Contact for pricing

Free tier: NA

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