Solving the Disclosure Management Problem for Compliance & Marketing Teams
Improve risk management and shave hours off the marketing review process.
Disclosure management is an essential task for asset management marketing. Unfortunately, most asset managers agree that the way disclosures are managed today is cumbersome, and needs to change. Many firms still rely on weekly meetings, emails back-and-forth, and the sacred “master document” to manage disclosure changes. These processes are inefficient and represent poor risk management. Synthesis helps compliance and marketing teams better-manage disclosure language and distribute it to the teams that need them for marketing and client communications. Streamline your disclosure management process to ensure timely and compliant delivery of marketing and client communications.
No longer rely on back-and-forth emails, weekly meetings, and “the master document” to communicate disclosure changes. Create a single source of truth for all disclosures.
Ensure Marketing is using the right disclosures on their materials and cut-down on the back-and-forth in the marketing review process.
Show the regulators you have a responsible process in place. With a disclosure management solution in place, your firm will illustrate a controlled process around disclosure updates and distribution.
Easily see who or what system used a disclosure at any point in its existence. Review different versions of disclosures side-by-side to see exactly what changed, who made the changes, and when.
Integrate our disclosure management software with your content delivery platforms via our secure API. Ditch the tedious tasks of cutting and pasting disclosures into document templates and website CMS systems.
Streamline change management and approvals of disclosure language. For example if marketing suggests a change, like shortening a disclosure, the updated disclosure will automatically be sent to Marketing upon approval by Compliance.
Easily run reports to see a list of every document and web component affected by a disclosure update.
Integrate CopyVault with internal, external, or automated translation systems to store disclosures in multiple languages and distribute them to global teams.