A secure platform that streamlines project management, compliance approval and archiving of all marketing assets & documents.
A totally secure board portal that automates the board pack compilation process for company secretaries and improves access for boards.
User-friendly PowerPoint template and slide library that guarantees ‘right first time’ content for brand-compliant presentations and pitch books.
Easy-to-use Microsoft Office templates that help you quickly create brand consistent and compliant documents accross your business.
Too often, Marketing can feel like administrative drudge rather than creative buzz. Our marketing automation tools can help.
Research has shown that sales people spend more time looking for the information they want to share with prospects than they do actually meeting with them. Our sales automation tools can help.
Minimising your firm’s risk of breaching regulations is tricky when you face pressure from the business to get financial promotions out faster. Our Compliance automation tools can help.
Email remains one of the most effective channels for your marketing messages. According to a recent article in Digital Marketing magazine, email marketing has topped the digital ROI charts for the...Learn More
The Financial Conduct Authority recently published its latest data on complaints. The information covers the complaints the FCA received about the firms it regulates.Learn More
The Financial Conduct Authority this week released the findings of its Assessing Suitability Review. The review looked into the suitability of the advice offered by the pensions and investment...Learn More
A board that runs efficiently, enabling directors to make considered but swift decisions – surely the Holy Grail of any organisation? Here we share tips on making yours more efficient, with key steps...Learn More
You may have heard the terms ‘situational intelligence’ and its close relative, ‘emotional intelligence’. But what do they mean? And why are they relevant to the company secretary role?Learn More