Omni-Channel Compliance
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Simplify Your Tech Stack With One Platform
Omni-Channel Compliance
Simplify Your Tech Stack With One Platform
Find unknown web pages, emails, and social posts being promoted on your credit union’s behalf to ensure compliant promotion.
Accelerate speed-to-market for your marketing materials and partner programs without compromising compliance using tech that scales across all of your marketing channels.
Demonstrate a commitment to marketing compliance and consumer protection with always-on discovery and monitoring.
Maximize time and cost savings by consolidating compliance efforts into one comprehensive platform.
Be audit ready with a complete history of discovery through remediation for any audit situation
How a growing credit union partnered with PerformLine to reduce compliance review time by 86% and increased speed to market
PerformLine enables credit union compliance teams to identify and address compliance risks through our end-to-end solution, from marketing material review to remediation across channels.
PerformLine replaces the need for multiple, disconnected solutions and provides a centralized, omni-channel marketing compliance management process for complete oversight. Experience total efficiency with PerformLine’s AI-powered platform.
Additional Content
Credit Unions can use PerformLine’s omni-channel compliance platform to automate and scale marketing compliance reviews and oversight for their brand, as well as any partner programs. PerformLine’s AI-powered platform provides proactive and comprehensive oversight across marketing and customer interaction channels.
Credit unions should review all marketing collateral for compliance prior to publication using PerformLine Document Review. Then credit unions 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.
Using proprietary technology and sophisticated AI, 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 and alert you to non-compliant promotions.
The regulations that credit unions 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 credit unions 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.