|
|
| Marketing Review Solution |
 |
|
|
Simplified Solutions...
We've created the ultimate online tool to make your current, cumbersome advertising review process a thing of the past. Our Marketing Review Solution allows Compliance Officers to quickly review, append and approve content, as well as to manage and determine which messages a Rep can use, and when.
The Marketing Review Solution...
- One Review: Review documents once and allow for many Representatives to download for the amount of time you establish.
- Document Formats: The system supports several electronic document formats, including Word, Excel, Publisher, PowerPoint, and PDF documents.
- Usage Regulation: You decide which representatives can access/utilize different types of communications.
- Expiration Management: Easily designate how long content is approved: one-time-usage, expiration by date, or unlimited usage (no expiration.)
- Internal File Numbers: Attach/Create internal file numbers to simplify record keeping.
- Compliance Certificates: Download and print Compliance Certificates for your physical files.
- FINRA Review: Easily include FINRA review letters with documents.
- Content Identification: Identify and record the content of each message for future reporting.
- Multiple Revision Management: Easily track and review each revision.
- Multiple Compliance Officers: Allow many officers to utilize the system with unique logins for tracking progress and activity.
- Designate Compliance Relationships: Assign selected Compliance Officers to specific Representatives to create ongoing relationships.
- Specify Review Timeframes: Create standard "turn-around times" for various communication types so Representatives know when to expect delivery.
- Multiple Content Authors: Allow access to and manage content from any Marketing Author in the country.
- Representative Management: Easily review each Rep's order history, message history and activity.
- Email Alerts: Quickly create email alerts to notify Officers when content is in need of review.
|
| Step 1: Review Message |
 |
| |
| Step 2: Edit Message |
 |
| |
| Step 3: Set Expiration |
 |
| |
| Step 4: Determine Usage |
 |
| |
| Step 5: Mark the Content |
 |
| |
| Step 6: Confirm & Approve |
 |
|
|
