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.
Two months on from the MIFID II implementation date, how are your financial promotions measuring up? Are you confident that you understand the implications of the new regulation? And that your...Learn More
If you’re part of a busy Sales team, your time is limited, with client contact your priority. Anything that can help reduce your admin or streamline your processes has to be a good thing. This is why...Learn More
This week, the Financial Conduct Authority released new documents outlining its Approach to Supervision and Approach to Enforcement.Learn More
The General Data Protection Regulation comes into force on 25 May. It introduces new rigour around the ways organisations handle customer and prospect data (‘data processing’, in the vernacular of...Learn More
Board packs. They tend to follow the same formula and be produced in the same way, not changing much over the years. How often do you revisit yours to make sure they are doing their job?Learn More