BeTheBrand
Streamline financial services marketing with a unified, compliance-ready platform
About BeTheBrand
BeTheBrand is a comprehensive platform designed to unify and control financial services marketing workflows, assets, and approvals in a single, auditable system. Built for FCA-regulated teams, it automates compliance checks, centralizes digital assets, and streamlines workflows to ensure faster approvals and full regulatory confidence.
FAQ
Yes, a full Audit Trail is captured and accessible through past projects and workflows or directly from the asset store. All assets checked in through an approvals workflow will have that audit trail associated with it indefinitely, including all comments made with time and date stamps, as well as previous, draft, and final versions prior to going live.
Yes, the workflow can be configured with an action called 'Approve Subject to Comments' to allow approvals based on final amendments.
Yes, the system supports full video and audio mark-up, as well as traditional file types, allowing for reviews and comments on multimedia jobs.
Yes, you can use the Print Page functionality to produce a PDF of each page requested. For more dynamic content, clients use a video tool to capture the customer journey and then mark it up using video mark-up.
Yes, but there is no need to download as the annotation takes place right there on the screen.
Yes, the system reduces costs by decreasing the time spent reviewing, briefing, and conducting version reviews, lowering final approval rejection rates, and ensuring more on-time delivery of marketing assets.
Yes, the workflow can be configured to flag a 'pack,' enabling all assets within the workflow to be viewed together at the point of approval. Changes to pack content will need to be managed via a single task 'amend pack' workflow.
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