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.
At the end of June, the FCA published an update on its Strategic Review of Retail Banking Business Models. While much of the Review focuses on operations, there are hints that things will change for...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
Earlier this month, the Financial Conduct Authority revealed the latest 29 firms to be accepted into its Regulatory Sandbox – an initiative designed to increase innovation in financial services. We...Learn More
Earlier this month, the Financial Conduct Authority, Prudential Regulation Authority and the Bank of England published a discussion paper on Building the UK Financial Sector’s Operational Resilience....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