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.
And – importantly – what to do about it. You’re in control of your financial promotions, right? The adverts, web pages, brochures and publications your business produces.Learn More
What is GDPR? GDPR is the new General Data Protection Regulation. It’s an EU regulation that aims to strengthen and increase consistency in data protection for individuals within the EU. It also...Learn More
This week, the FCA released the names of the next 24 firms accepted into its Regulatory Sandbox. With innovation and fintech so high on the financial services agenda, we share the five steps that...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
The Company Secretary role is evolving. We first explored this in a blog earlier this year. Here we look again at the changes your role is experiencing, and identify some of the tools, solutions and...Learn More