Smart Review allows compliance professionals to effectively build and maintain a single source repository of disclosures, including an audit trail for disclosure updates and changes. This disclosure library allows firms to streamline their advertising review process, increasing accuracy and confidence in disclosure management, while reducing the risk of disclosure errors and omissions.
While the software supports compliance efforts, Smart Review is also designed to streamline efforts of marketing teams and increase their efficiency in getting materials to market. Knowing which disclosures are needed, then finding the most up to date version in a timely manner can be an ongoing struggle. Smart Review reduces the pain points marketers experience during the review process through both its disclosure repository and the implementation of business intelligence rules to flag potential missing, outdated or unneeded disclosures on material.