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Workflow for Marketing and Compliance

Scheduled Time : October 3, 2018 10:30 am

In a financial marketing process utopia, all marketing materials would seamlessly float directly in and out of compliance, then straight to your published and successful campaigns. While no organization (at least that we know of) has hit that utopian marketing process yet, financial brands can drastically move in that direction with the right compliance and marketing workflow strategy and tools in place

Join Social Assurance as Ben Pankonin discusses proven workflow tips and tools to help financial brands enhance the efficiency of their marketing and compliance processes. This webinar is geared toward both marketing and compliance professionals and will focus on:

  • Building a marketing and compliance workflow
  • Process tools and tips
  • Approvals process management
  • Marketing records and auditing