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OUR PRODUCTS

Our software gives our customers the power to manage their increasing flow of documentation with key stakeholders inside and outside the organisation.

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A secure platform that streamlines project management, compliance approval and archiving of all marketing assets & documents.

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A totally secure board portal that automates the board pack compilation process for company secretaries and improves access for boards.

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

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Easy-to-use Microsoft Office templates that help you quickly create brand consistent and compliant documents accross your business. 

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Producing factsheets, KIIDs, reports or PowerPoint presentations is made easy and 100% on-brand via our automated publishing tool.

Who we do it for

How can we help your team?

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    Company Secretaries
    Collaborate with key contributors to board packs, streamline your production process and make information available to directors on the move. Our board pack solution can help.
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    Marketing
    teams

    Too often, Marketing can feel like administrative drudge rather than creative buzz. Our marketing automation tools can help.

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    Sales
    teams

    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.

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    Boards
    You can have all of your board or committee information in one neat, secure area while saving time, money and effort on compiling and distributing board papers. Our board pack solution can help.
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    Compliance
    teams

    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.

Our

Clients

Hundreds of financial and professional service firms trust Perivan Technology - from start-ups through to the largest global brands.

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  • Testimonials

    What our clients have to say

    • “This is a great way to ensure that we manage our brand and customer communications professionally and efficiently, saving time and money.”
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      Mamadou Sow
      Chief Marketing and Innovation Officer, EMEA Marketing CoE, AIG
    • “Virtualboardroom allows us to produce our board papers in a much more efficient way. It is quick and easy to publish large board packs, which are professional in appearance, and the system is good value for money.”
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      Claire Payne
      Executive PA, Merthyr Valleys Homes
    • “DotApprove has significantly improved our marketing materials sign-off process, providing us with an easy to use workflow system with robust audit and reporting elements.”
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      Christine Barnett
      Marketing, Schroders

    OUR BLOG

    • 2016-12-09 14:52:05 10 questions you need to ask when comparing automation solutions

       Marketing automation.

      Learn More
    • 2016-12-05 10:49:33 Social media 101 – winning ways for Sales teams

       Recent research shows that 84% of B2B sales start with a referral. Building personal relationships with your prospects is more important than ever.

      Learn More
    • 2016-12-09 12:19:35 New FCA disclosure documents - what you need to know

       In June 2015, the Financial Conduct Authority announced its Smarter Consumer Communications initiative, designed to improve the way firms interact with customers.

      Learn More
    • 2016-12-08 12:12:20 SAAS – Does the service match the software?

       Software as a Service is a phrase you’re probably familiar with. But what exactly does it mean?

      Learn More
    • 2016-12-07 12:41:37 How to become a company secretary

       The role of company secretary is central to an organisation’s governance. It is needed within all types of companies – private and public limited companies, the public sector and the not-for-profit...

      Learn More
    Read more

    resource library

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    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

    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

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

    More useful content for you