Marketing Compliance Relied on by Leading Brands

Because of the holistic capabilities of the platform, we can widen the lens, so to speak, and use the data and insights to get the big picture of our compliance program itself while also seeing ways where we can improve the customer experience and then use those learnings as tools for training our employees.

Using PerformLine, we can use a consistent set of rulebooks across our mobile, web, sales, calls, chats, and emails so that we can have a consistent message across all of those platforms that is compliant with our regulatory and brand guidelines, while also monitoring our retailers appropriately.

PerformLine makes it easy to monitor all of our merchant partners’ sites for compliance. We’re excited to have full visibility into our merchants’ advertising and to find and remediate any potential issues quickly.

With PerformLine’s automated document review…in our case, we have thousands of pieces that are coming in. We immediately thought about the cost savings aspect and then we realized how its bringing consistency to something that was previously inherently subjective. It got very exciting for us right away as we started to share it with partners who send in their marketing pieces, and we could provide valuations on the piece based on now have data and analytics.

A critical component of a responsible compliance program is programmatic technology like what the PerformLine platform offers. As financial services products, technology, and regulation continuously evolve, our partnership with PerformLine allows us to ensure compliance of Even’s 400+ direct partners in a centralized and scalable manner.

Since launching with PerformLine a few years ago, potential compliance violations have dropped significantly. The platform is a great tool that justifies itself.

Koalafi is a proud customer of PerformLine’s compliance platform (and their Kraken web crawler) that we use to continuously monitor of all of our merchant partners advertising as well as to action remedial actions, warnings, etc. as needed.

PerformLine continues to help us streamline our auditing process through its easy-to-use platform.

Through PerformLine’s automated discovery and monitoring process we have enhanced our process flow to gain greater oversight and to better ensure marketing compliance is met across pertinent regulations including RESPA, and state-required disclosures, etc. The PerformLine tool has enabled us to more efficiently track whether compliance issues are resolved in a timely manner

It’s safe to say with PerformLine, you have piece of mind knowing that you’re covered.

With PerformLine it was like hitting the easy button to start monitoring our marketing campaigns for compliance.

Managing a marketing review process for over 100 clients across multiple different marketing channels is a substantial job with a lot of moving parts and the PerformLine team is adept at recognizing pain points and addressing them.

Reviewing our direct mail pieces to ensure the terms and conditions are correct and accurate has been a labor-intensive job. By using PerformLine’s Document Review technology, we can receive automated verdicts on documents almost immediately, significantly improving our speed-to-market.