Reduce workflow and risk with intelligent automation
Digital content in the financial services industry is subject to complex regulatory compliance workflows. Vestorly is built to meet the needs of FINRA, SEC, IIROC, and FCA-regulated companies by offering flexible and innovative technology solutions to reduce friction and risk without sacrificing the user experience.
Why use Vestorly’s Robo-Compliance™ solution
Features you will love
Smart Filtering
Train AI-driven content engine filters safe and compliant content based on keywords, categories, and other compliance rules.
Content Scoring
Return a compliance score for any content based on the probability that it’s a risk for compliance safety.
Compliance Approval
Monitor compliance approvals and workflows with Vestorly’s compliance dashboard.
Email-based Approvals
Replace using dashboards with an email-based workflow sent directly to your inbox.
API Integration
Integrate any Vestorly Compliance Solution including Vestorly Robo-Compliance™ scoring and filtering using the Vestorly Compliance API.
Flexible Workflows
Automatically generate an email or notification for approval to your compliance officer for any content selected for sharing.
Safe Content
Automatically filter out content that meets your safety thresholds or block content by topic or publisher from backlogging your compliance workflow.
Custom Thresholds
Set your own threshold to automatically approve or reject content that falls outside your threshold.
Who’s it for?
- Financial Services and Fintech companies that need content that meets compliance standards.
- Health, Insurance, and other companies that need to meet regulatory standards.
- Enterprise companies that need safe & expansive content inventories across their entire business landscape.
- Companies that are interested in maintaining a consistent and reliable flow of pre-filtered safe content for communication purposes.
See it in action
Choose Your Solution
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API Integration in Your Platform
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Plug-and-Play White Label Solution
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Email Personalization Engine
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Content
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Hub/Portal -
Content Marketing Automation Platform
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Intelligent Robo-Compliance™
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