Industries
Everything has to be signed off first
Marketing in a regulated firm is not slower because the people are slower. It is slower because every claim has to stand up if somebody asks, and the review process was built for brochures rather than for a team publishing every week.
Work that converts and still gets signed off.
What gets in the way
Get the approval once, not every time.
The habit is to treat compliance as the reason nothing goes out, and in our experience it works the other way round. Firms that agree the wording once move faster afterwards, because getting approval stops being a fresh negotiation every single time.
Approve the pieces, not the pages
A page reviewed all at once has to go back for review the moment anything on it changes. If the standard pieces are cleared on their own instead, the disclaimers and the performance tables and the risk wording, then most of what follows is just putting them together. The proper review is then saved for whatever is genuinely new.
The product is genuinely hard to explain
Fund factsheets and fee tables were written for people who already understand them, which is a small share of the people reading them. Making that easier to follow without dumbing it down is a design job with a legal line running through it. It is also where most of the conversion actually sits.
Signing up is where people give up
For most clients, the first real experience of a firm is having to prove who they are, and more people give up there than at every step before it put together. It is also, without fail, the least designed part of the whole thing.
How the pieces fit
Approve the pieces once.
A page reviewed all at once has to go back for review the moment anything on it changes, which is why the calendar in a regulated firm is really a review calendar. Clear the standard pieces on their own instead, and most of what follows is assembly rather than negotiation. The proper review is then saved for whatever is genuinely new, which is what it was always for.
Cleared once
The standard pieces a regulated page is built from, each cleared on its own.
- Disclaimer
- Performance
- Risk wording
- Fees
One review
Done once per piece rather than once per page, which is what stops it coming round again.
Many pages
Putting cleared pieces together rather than negotiating again. The proper review is saved for whatever is genuinely new.
How we help here
What we actually do for you.
The parts your clients see, the thinking that decides what all of it is actually for, and the ongoing support that keeps a regulated site current without needing a project every time. Most of this work starts with a conversation about strategy rather than with a build.
The work
Three firms, three very different starting points.
One asked us to work out a group-wide plan before they spent a rand on building anything, so they could see what all their sites were worth as a business asset. One has had us keeping their channels moving and building the calculators and product tools that make a landing page convert. And one needed complicated fund products made easier to follow, on a retainer that runs alongside their own team.
10X Investments
Running the channels, building the tools that convert
Years alongside a licensed financial services provider's marketing team - keeping its digital channels moving, and building the calculators and product tools that make landing pages convert.
Ninety One
One asset manager, three workstreams
An adviser-matching tool, a UX retainer that makes complex fund products navigable, and a Power BI dashboard that finally tells one story - three workstreams, one partner.
Talk to us
Regulated, and tired of waiting for sign-off?
If legal review is the thing holding up every campaign, there is usually a way to do most of it earlier and get your calendar back.