BEAT AdInspect is an end-to-end automated workflow tool designed for financial services firms to streamline the submission, review, approval, and archiving of marketing and advertising materials. This highly customizable solution aims to minimize risk, reduce costs, and increase efficiencies in the compliance review process

Key Features

Concurrent Compliance Workflows Enables simultaneous review processes across multiple departments for faster approvals.

• Facilitates parallel reviews
• Speeds up approval timelines

Hierarchical Request Management Allows management of sub-requests under a parent request for complex compliance needs.

• Supports cross-jurisdictional requirements
• Organizes related requests efficiently

Centralized Repository Provides secure storage and management of all marketing materials.

• Advanced search capabilities
• Easy retrieval of documents

Comprehensive Disclaimer Library Ensures consistent application of disclaimers across marketing materials.

• Centralized library
• Customizable disclaimers

Template and Lexicon Libraries Accelerates submission process and helps identify non-compliant terms.

• Ready-to-use templates
• Automated lexicon searches

Benefits

Streamlined Compliance Operations Simplifies the review and approval process for marketing materials.

• Reduces bottlenecks
• Enables faster turnaround times

Regulatory Alignment and Risk Mitigation Helps stay compliant with evolving regulations and minimizes risks.

• Real-time regulatory updates
• Expert-led managed services

Centralized Compliance Management Provides full control and visibility over marketing material compliance processes.

• Centralized dashboard
• All compliance activities managed in one place

Efficient Resource Allocation Optimizes team efficiency by handling complex compliance tasks.

• Frees internal resources
• Allows focus on strategic initiatives