Banking and investments

Marketing content that is checked, approved and kept current, from first draft to last use

Banks, building societies, wealth managers and investment platforms manage large libraries of regulated communications. Cohero connects assets, approvals, rules and evidence, so financial promotions are checked early and stay current after they go live.

The challenge

The pressures on content in banking and investments

Large libraries

Thousands of assets across brands, products and channels, many of them reused.

Strict approvals

Financial promotions need sign-off, and every decision must be traceable.

Changing facts

Rates, fees, fund performance and product features change, while approved materials stay in circulation.

Scattered evidence

Policies and supporting documents live apart from the content they justify.

How Cohero helps

Checked early, approved with evidence

Compliance expertise is applied while content is created, not only at the final approval.

  • Flag wording that may breach FCA rules, with the rule and reasoning attached
  • Link claims to the evidence that supports them
  • Route promotions to the right approvers with full context
  • Keep an auditable record of every check, change and decision
  • Set expiry dates so content is reviewed before it goes stale

Bring clarity, control and confidence to your content operations

See how Cohero helps regulated teams manage assets, collaborate on content and build governance into every step of the workflow.