-
20%
cost reduction to client
-
20+
Use of BEAT AdInspect by onshore employees
CLIENT CHALLENGES
- US-based asset management firm
- Inefficient legacy tool for reviewing and tracking materials
- High exposure to compliance risks, due to workflow-tool limitations
- Inability to retain records of approved marketing materials for required regulatory time frames
OUR APPROACH
- Leveraged BEAT AdInspect’s advanced features to eliminate the time-consuming review process
- Ensured seamless tracking of each submission, with detailed audit trails
- Simplified the marketing material review (MMR) process end-to-end (from business submission to compliance, legal and third-party reviews) through features such as concurrent workflow, online review and lexicon search
- Significantly reduced the time required to sign off on marketing materials
- Met regulatory requirements for record-keeping of approved marketing materials
- Identified and mitigated various regulatory risks associated with materials through the tool’s multifaceted functionalities
IMPACT DELIVERED
- Enhanced efficiency through provision of MMR resources and migration of compliance review workflow to BEAT AdInspect
- Reduced regulatory risks, due to comprehensive compliance tracking
- Streamlined MMR process, ensuring smooth operations
- 20% cost reduction compared to legacy MMR tool
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