A secure platform which streamlines project management, compliance approval and archiving of all marketing assets and documents in the financial sector.

DotApprove is a market-leading workflow solution that will streamline the management, approval, compliance and storage of your marketing campaigns, digital media, sales presentations, RFPs and financial promotions. It’s a marketing automation tool that improves the efficiency of your processes – from creative briefing, artwork and document creation, review and approval of marketing collateral, to publishing and archiving of approved content. By connecting your Marketing, PR, Sales and Compliance teams, DotApprove improves collaboration and brand consistency. The risk of oversights and errors is significantly reduced, with compulsory Compliance approval before documents are published. An FCA compliant audit trail and archive of all comments, changes and approval signatures helps you comply with internal rules and external regulations.


Ensure watertight regulatory
compliance and brand consistency


Reduce compliance admin and speed
up the approval process


Manage expiry dates to prevent
outdated content


Streamline financial promotions

How does it work?



When you first implement DotApprove, we will advise you on how the system can be customised to meet your requirements and approval processes. Our support team will provide full training, together with simple user guides and training videos.

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DotApprove is intuitive and simple to navigate, making it easy for even the most technophobic users to adopt
Our support team is based in the City of London and speak plain English, so they won’t blind you with ‘techie talk’. They’re always happy to speak to you to ensure you get the best out of your system
Our team is well regarded and our clients regularly tell us that our support is the best they have ever experienced

DotApprove’s project management software enables you to plan, review, approve and store all your marketing material, digital media and documents on a single online platform

Why it should be your choice

Streamline the project management, approval, publishing and archiving of your marketing materials.

DotApprove is particularly relevant to those organisations that need a rigorous method of storing electronic assets and collateral and recording their approval records for compliance purposes. Our working practices conform to ISO27001 standards and our processes are audited
DotApprove also protects you against any loss of access to information if your internal systems go down, helping with business continuity and preventing you from losing vital pieces of work
DotApprove is used by many leading financial and professional services firms and other regulated companies. Security is therefore the number one priority, which is why we selected Amazon Web Services, one of the world's leading hosting providers to be our partner
Amazon Web Services offers exacting, rigorous standards and delivers unparalleled security, power, connectivity and environmental control.
If you'd like to know more about our security, please contact us at solutions@perivan.co.uk


What our customers have to say about us

  • 'As well as providing a robust centralised platform for our marketing materials and our approvals audit trail, DotApprove has helped us simplify our processes. We are realising the benefits of DotApprove across the whole organisation.'

    Lucinda Parish
    Brand Strategy and Experience, Santander
  • "DotApprove has significantly improved our marketing materials sign-off process, providing us with an easy to use workflow system with robust audit and reporting elements."
    Christine Barnett
    Marketing, Schroders

Request a demo

Request a free demo at your convenience. It will only take 30 minutes and we can either come to your office or show you online.