Experience fully automated Marketing Material Reviews

Bringing the power of Large Language Models to Fund Compliance

Trained and maintained by our team of specialist lawyers, with global coverage, our proprietary Marketing Material Review (MMR) tool, utilises Large Language Model capabilities to generate Marketing Material Reviews in minutes.

Our fully automated Marketing Material Review tool enables you to upload your marketing materials, including factsheets, brochures, and fund commentary to be meticulously scrutinized against the relevant rules and regimes as well as other fund documents such as PRIIPs KID, summary and fund prospectuses to ensure consistency. 

Key Features of the Marketing Material Review tool include: 
  1. Advanced Language Processing: Leveraging advanced state of the art Large Language Models, our MMR tool analyses fund marketing materials with unparalleled efficiency and precision, identifying compliance risks and suggesting modifications – mirroring the traditional role of a lawyer. 
  1. Fund Prospectus & PRIIPs KID Comparison: Users can cross-compare marketing materials against PRIIPs KID, summary  and fund prospectuses, ensuring alignment in minutes. 
  1. Real-Time Feedback: Enjoy near instant feedback on marketing materials, allowing for swift and proactive adjustments to aid with compliance before dissemination. Automated email notifications are sent once the analysis review is completed. With detailed feedback and clear colour-coded compliance and non-compliance analysis for user-friendly readability. 
  1. Comprehensive Audit Trail:  An in-built comprehensive audit trail meticulously records and timestamps every material’s iteration and feedback within the system, ensuring transparency and accountability. 
  1. Integration Capabilities: As part of Zeidler Swift’s proprietary digital platform, the tool seamlessly integrates into existing workflows and other products.

Marketing material reviews in minutes. Book your demo today!