As a compliance professional, you know the pressure of ensuring every piece of advertising material aligns with complex regulations while meeting tight deadlines and staying on-brand. Manual processes, human error, and the constant evolution of regulations can be overwhelming.
By automating routine tasks and leveraging AI, we empower you to focus on high-risk areas, keep-up with high submission volumes and make faster, more informed decisions.
Get campaigns approved 5x* faster with AI-powered transcription and automated workflows.
Instantly identify hidden risks with AI-powered compliance checks, reducing human error and ensuring consistent rule application across all materials.
Leverage robust reporting to identify bottlenecks and optimize your review process.
"We needed a way to automate our manual process. With so many advisors and submissions, it was becoming difficult to keep up.
The Pinpoint system allows us to complete reviews significantly faster, with a reduction in review time of audio / video submissions by 3x to 5x. This improved efficiency provides better services to our advisors with fewer people involved.”
Reduce delays & errors: Streamline your advertising review process with an automated workflow based on your firm’s rules. No more manual routing - materials flow seamlessly between reviewers, keeping campaigns on track and compliant.
Focus on strategy, not process: Free yourself from managing the review process. Automated workflows ensure materials reach the right reviewers at the right time, allowing you to focus on high-level compliance strategy.
Get complete data in-context: Submission forms react to input data, ensuring you collect all necessary information about a campaign and its materials.
Compliant representation even when delegating: Auto-populated rep registration data means only valid campaign submissions, even when submitted on their behalf.
Reduce review time & cost: Leverage AI-powered transcription to automatically convert audio and video ads into text, saving reviewers valuable time. This eliminates manual transcription and allows them to focus on high-risk areas.
Catch hidden risks faster: Identify potentially problematic language instantly with AI-powered compliance checks. The software scans all text, including automatically transcribed audio and video, highlighting areas that may violate your firm's guidelines or regulations.
Ensure consistent review standards: AI enforces consistent application of your compliance rules across all advertising materials, reducing the risk of human error and missed issues.
Clear & concise feedback: Empower reviewers to provide clear, actionable feedback with easy-to-use annotation tools. Highlight concerns directly on ad material, saving time and ensuring everyone's on the same page.
Faster review cycles: Reduce back-and-forth communication with clear annotations. Reviewers can pinpoint issues directly, speeding up the approval process and getting campaigns to market faster.
Peace of mind with a complete record: Maintain a comprehensive audit trail of every change made to advertising materials. Track revisions, reviewer feedback, and approvals, ensuring a clear picture of your compliance process.
Simplify compliance audits: Never worry about missing documentation again. With a detailed audit history, you can easily demonstrate a thorough review process to regulators, saving you time and stress.
Data-driven decisions for stronger compliance: Gain valuable insights into your advertising review process with robust reporting tools. Identify bottlenecks, track reviewer performance, and make informed decisions to continuously improve your compliance process.
Prove compliance with confidence: Generate comprehensive reports that showcase your commitment to advertising compliance. Easily demonstrate a well-defined review process to internal stakeholders and regulators.
Your data is the cornerstone of your review process. We understand the critical importance of system uptime and data protection, which is why we've built our Ad Review System with an unwavering focus on reliability and security.
A. Absolutely! Video submissions can be as large as necessary, and are automatically transcribed and scanned for risks using your firm-defined lexicon library prior to initial personnel review.
A. Nope! The Ad Review System is meant to scale and can handle as many concurrent submission, transcription and supervision requirements as necessary.
A. Yes! The workflow is configured to mirror how your firm currently handles review, with as many or few supervisory nodes as needed for proper oversight.
A. Yes! Assistants to advisors can submit on behalf of as many reps as they support. Our submission audit trail provides full transparency for this process so each review is clear about who is tied to the material.
A. Yes. The Ad Review System categorizes submission material and suggests approved disclosures to be used upon approval. It can also detect the presence of submitted disclosures that deviate from approved verbiage and flag for remediation.
As a compliance professional, you demand a system that not only meets but exceeds regulatory standards. Our advertising review system is designed to do just that. But we understand that even the most robust system requires expert support. That’s where our dedicated customer support team comes in.
Your regulatory sherpa. With in-depth knowledge of our system and the regulatory environment, we're here to ensure your operations run smoothly.
Our team is committed to staying ahead of the curve, providing timely solutions and support to keep your review function aligned with industry best practices.
Request a demo today and discover how Pinpoint’s Ad Review System can help you reduce campaign time-to-market, and bolster your risk management strategy.
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