Use case: Fixing compliance bottlenecks

Challenge

As the Head of Marketing Operations at an insurance company, Rishi faced a compliance nightmare: hundreds of independent brokers and financial advisors creating marketing materials that required brand and regulatory approval. His two-person compliance team was drowning in a three week backlog of manual reviews, catching errors at the eleventh hour, or worse, after campaigns launched. When one team member announced she was moving on from the company, Rishi realized this annoying compliance bottleneck was about to become terminal.

Solution

99Ravens worked with Rishi’s team to define and deploy an AI Brand Compliance expert as a pre-approval check to reduce the workload on the one remaining compliance officer. 99Ravens defined the AI Expert based on the company’s brand guidelines, regulatory requirements, and approved content libraries as well as their library of approval and disapproval notices. The AI Expert was able to give the advisors instant feedback on campaign strategies, ad copy, logo usage, tone, disclosures, and prohibited claims before anything was submitted for final human approval.

Results

After a short pilot with some enthusiastic volunteers Rishi’s team saw fantastic results including a 120% jump in first-submission approvals, 85% reduction in approval queue length, zero in-market violations during the pilot program and a 40% increase in the amount of digital marketing coming from the pilot program participants. Building on the early success, Rishi’s team is now rolling out a customized 99Ravens marketing ideation workflow to the network of advisors so they create marketing that is “born compliant” instead of Rishi’s team playing compliance whack-a-mole after it is created.

Work with us

If you have bottlenecks caused by formal reviews and checks within your marketing workflow then book a demo today to find out how we can fix them by automating pre-reviews or helping your teams make work that is born compliant.