
Ensuring regulatory and brand compliance across all of your lines of business is critical. PerformLine offers an always-on monitoring and discovery system to find and mitigate risk around marketing, which allows you to scale your business.
PerformLine specializes in all aspects of marketing compliance for consumer finance, including fintechs, BaaS providers, credit cards, mortgages, buy-now-pay-later, insurance, and more.










Why PerformLine?
Discover Hidden Risk
Be Proactive in Compliance
Demonstrate a commitment to marketing compliance and consumer protection with always-on discovery and monitoring.
Document and Archive
Be audit ready with a complete history of discovery through remediation for any audit situation


One Platform, One Process, One Truth
PerformLine enables banking compliance teams to identify and address compliance risks through our end-to-end solution, from marketing material review to remediation.
PerformLine replaces the need for multiple, disconnected solutions and provides a centralized, omni-channel marketing compliance management process for any line of business at your bank. Experience total efficiency with PerformLine’s all-in-one solution – One Platform, One Process, One Truth.

What our Clients say about PerformLine
“Stride has to remain compliant across a wide range of financial services, all of which present their own challenges. PerformLine allows us be proactive about compliance with our fintech partners, without the heavy lift of analyzing each piece of marketing individually.
– VP, Enterprise Risk Manager & Privacy Officer at Stride Bank
Content
Bank-Fintech Partnerships: Regulatory Roles and Responsibility
As more banks are partnering with fintechs, here’s how each role is responsible for regulatory compliance.
BaaS: Compliance as a Competitive Advantage
Here’s how BaaS organizations can be more proactive in their approach to compliance and use it as a competitive advantage.
Top Mortgage Compliance Issues Across Social Media and Websites
The top four remediated terms and categories that mortgage companies use to ensure loan officers are adhering to marketing and compliance requirements on published content.
Top Credit Card Compliance Issues Across the Web
The top four terms and categories that companies use to ensure that credit card offers are promoted accurately across known (and unknown) pages across the web.
The Buy Now, Pay Later Compliance Checklist
The top items that BNPL providers should keep in mind when crafting their compliance programs across marketing, merchant services, and customer service.
FAQs
Banks can use PerformLine’s omni-channel compliance platform to automate and scale marketing compliance reviews and monitoring for their partners across customer interaction channels.
Banks should use PerformLine to monitor a range of marketing channels for compliance, including the web (such as affiliate marketing sites), calls, emails, messages, and social media. Banks should also review and approve marketing collateral from partners for compliance prior to publication.
Using sophisticated AI and machine learning, PerformLine can discover previously unknown webpages, landing pages, offers, or emails that are being promoted that you may not know about. PerformLine then monitors and scores those webpages, emails, or social posts against your rules to identify non-compliant promotions.
The regulations that banks should monitor for with PerformLine’s marketing compliance technology include (but are not limited to) Truth in Lending Act (TILA), Regulation Z, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), fair lending laws, and other consumer protection regulations.
PerformLine’s Business Intelligence offers detailed reporting and analytics to assist banks in understanding the compliance risks associated with their products and partners, such as industry benchmarking data, compliance performance, trends over time, workflow activity, and more.