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.
As the General Data Protection Regulation deadline of May 2018 draws closer, details of the new rules are becoming clearer. But there’s still a certain amount of misinformation swirling around the...Learn More
The MifID II regulations come into force on 3 January 2018. While many of the updated rules apply to a firm’s operations, many also affect client/prospect communications, like sales proposals.Learn More
Recently-published research finds that regulated firms are spending increasing amounts of regulatory technology – ‘regtech’ – to help them tackle a growing regulatory compliance burden.Learn More
This week, the Financial Reporting Council published proposals for a revised UK Corporate Governance Code. The updates to the Code are designed to ‘reflect the changing business environment and help...Learn More
Better governance and decision-making are probably top of the wish list for most boards. But ensuring your board makes the right choices for your organisation, and meets best practice compliance...Learn More