Financial Promotion Approval Checklist

We believe approval processes shouldn’t stand in the way of creating exciting campaigns or publishing new content. To help you improve efficiency, compliance, and ensure a speedy sign-off, we’ve created a financial promotion approval checklist.

Simply enter your email below to grab your copy.

Whats Inside?Download

A template to ensure compliant marketing

Is your sign off process a nightmare?

 From minor queries to major rethinks, getting financial promotions over the line with compliance isn't always easy. 


To help, we've created a handy template you can use to ensure your financial promotions tick all the boxes before you pass them on for approval. Cut down to four easy steps, this checklist is free and designed to:

- Improve the efficiency of your approval process
- Be used as a training guide for team members
- Instil greater overall responsibility for content creation

WHAT MARKETING AND COMPLIANCE TEAMS ARE SAYING

"The checklist has become a great reference point for the entire marketing team, thanks to MirrorWeb."

Head of Marketing

Global Financial Services Firm

"Educating marketing around the approvals process has now become a much simpler process."

Compliance Officer

UK Insurance Provider

Looking for more great content?

INFORMED BY INDUSTRY EXPERTS

4 STEPS TO APPROVAL

Take a look

Capturing web records – how archiving made life a little easier for digital marketers

Having a complete record of your marketing activity is a serious requirement in many jurisdictions across both the US and Europe, in this article we discuss how capturing web records makes life easier for marketing teams.

Marketing teams currently face one of the most challenging climates yet. Increasingly cynical audiences need savvier communications, personalised experiences and transparency delivered in all communications.

The Compliant Marketer's 
Ultimate Guide to Personalisation

Find out more
HomeWebsite ArchivingAbout Us
Resources