Marketing Copilot reviews and approves
financial promotions in seconds

PDF fileWord documentZango Marketing Copilot reviewing a financial promotionVideo file
Marketing Copilot review interface
Trusted by leading financial institutions
Marketing reviews move faster, with every rule checked by Zango agents
Regulation, your internal rules and previous claims, checked together in a single review.

Regulations

Marketing Copilot breaks COBS 4, MCOB 3, CONC 3 and the equivalent UK, EU and US instruments into individual obligations. Each review applies only the rules that match your product and jurisdiction.
Financial promotions rules from UK, EU and US regulators

Internal rules

Your own policies, risk appetite and approved positions sit alongside the regulation. An asset that passes the FCA test but breaches house rules still gets flagged.
Firm's internal marketing rules

Documents

Key facts, KIIDs, factsheets and product terms are read with every asset. Claims are verified against what your product documents actually say.
Policy and guidance documents

Previous claims

A register of every claim your firm has approved or rejected, with the reasoning. New assets are checked against that precedent, so decisions stay consistent.
Claims check on marketing copy
Cut manual reviews down to cases that need an expert
Clear cases resolve automatically. Borderline ones arrive with the rule and reasoning attached.
Suggested fixes for every issue, ready to apply

Every claim checked against precedent.

Approved claims resolve automatically, rejected ones become issues, new ones prompt an approval request.

A fix with every flag.

Each violation comes with suggested wording, configurable to your firm's approved phrasing.

Every issue shows its source.

Each flag is tagged to the rule behind it, regulation or internal policy.
Claims check on a financial promotionSuggested compliant wordingFair, clear and not misleading check
Post-publication monitoring across every marketing channel
Spot drift from the approved version, whether from your team or a third party.
@leo.invests
Paid partnership · #ad
Marketing Copilot review on a mobile phone
@leo.invests
Paid partnership · #ad
Sample credit card advert under review
@acme.bank.portugal
Official Instagram handle · #ad
Zango Marketing Copilot reviewing a financial promotion
@leo.invests
Paid partnership · #ad
Sample insurance advert under review
Acme Bank Portugal
LinkedIn post · #ad
Sample consumer credit advert under review
@leo.invests
Paid partnership · #ad
Sample mortgage advert under review
@leo.invests
Paid partnership · #ad
Zango Marketing Copilot reviewing a financial promotion
Always audit ready
Export an audit-ready report in one click
Traceability on every decision, down to the rule, the timestamp and the owner.
Audit trail of promotion approvals
Every check, logged
Each check is captured with the rule, the result and a timestamp.
Export as a spreadsheet
Hand a regulator the full COBS 4.11 record with timestamps, all held in Zango.
Built as you go
The trail is captured in the moment, not reconstructed after the fact.
For marketing and compliance teams
One workflow across teams, from first draft to final approval
Version history of a marketing asset
Asset versions
Every version tracked. See what was approved, what was rejected, and why.
Integrations with marketing and document tools
Integrations
Built around your stack, with every decision logged for audit.
Review of PDF, Word, image and video assets
Multiple asset formats
Images, PDFs, Word docs and videos. One review flow for all of it.
Approval workflow for financial promotions
Approval Workflow
Drafts move in, reviews come back, until the group signs off.
Why teams switch to Zango
Faster approvals, confident marketing compliance
quote icon
"We are thrilled with how Zango has transformed our compliance processes, saving us hundreds of hours of manual repetitive work and allowing our team to focus on strategic initiatives."
Lara Reis, Head of Regulatory Affairs at NovoBanco - Zango testimonial
Lara Reis
Head of Regulatory Affairs

No one-by-one review

Most assets clear automatically, so the team stops opening every campaign by hand.

95%

Of assets cleared automatically

Marketing and compliance in one place

Reviews, comments and sign-off happen in one workflow, not across inboxes.

40%

Faster approvals

Reviewers only on the edge cases

Reviewers spend their time on the borderline calls that genuinely need judgement.

1 in 20

Assets surfaced for review
Get in touch

Review and approve financial promotions in seconds

Upload your marketing assets and know in seconds whether every asset is compliant, with a regulation-based fix for each issue.
Book a 30-minute demo