Perivan Technology helps financial and professional services firms meet compliance, marketing and branding requirements.

DotApprove, our workflow management system, enables Compliance teams to:

  • Reduce the risk of oversights and errors
  • Improve the compliance of your promotions
  • Embed compliance procedures and standards into your firm’s marketing processes
  • Capture a compliant audit trail for the FCA
  • Enable closer working between compliance, marketing, sales and PR
  • Minimise compliance administration
  • Create bespoke approvals workflows for different types of collateral
  • Ensure your digital marketing, including social media content, is compliant
  • Make sure the correct disclaimers are used and easily updated
  • Identify errors and training needs
  • Manage post-issue review and withdrawal of financial promotions

Our range of publishing tools ensures your marketing and sales materials are compliant and accurate. They:

  • Minimise repetitive reviews and approvals by providing a library of pre-approved content
  • Prevent unapproved content being published
  • Ensure a compliant audit trail, capturing version history and sign-off

We’ve released a new multi-reviewer feature, which allows you to review online concurrently and have live chats to discuss changes, which are automatically captured into an audit trail.

Watch the video to see how real-time reviewing works in practice