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Industry Challenge
Download RegEd's Advertising Review CUNA Case StudyBoth Compliance and Marketing have critical roles in supporting core business objectives and effective, efficient Advertising Review is integral to that goal. However, managing the advertising and customer communications review, approval, and document management processes can present significant challenges for financial services firms. The process must fully address compliance requirements pursuant to state, federal, FINRA and other customer communication regulations, while facilitating a seamless review process that enables all stakeholders to increase the quality and effectiveness of the firm’s marketing communications, while speeding time to market.