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.
Last month, the Financial Conduct Authority released the second report based on its ‘5 conduct questions’. The questions cover all aspects of compliant conduct – but some are very pertinent to banks’...Learn More
GDPR has become all too familiar in recent months. And now it’s here – with the 25 May deadline passed, the General Data Protection Regulation is in force. What does it really mean for Sales teams?...Learn More
The shortcomings of the MiFID II and PRIIPs regulations were in the news again this week. At the FCA Asset Management Conference on Tuesday, chief executive Andrew Bailey said that the regulator will...Learn More
This week, the Financial Reporting Council published a consultation on corporate governance principles for large private companies. We examine what the principles propose, and how they might affect...Learn More
Board portals are now used by a large number of organisations. Their benefits are well-documented: more professional board packs; more efficient processes; lower costs. But what happens if your...Learn More