Mitigate Compliance Risk across

Marketing Channels with PerformLine

Why PerformLine?

Ensuring regulatory compliance and brand consistency across all the marketing channels your company uses to communicate with consumers can be challenging, but with PerformLine, you can find and mitigate risks effectively.

Failure to find and fix potential marketing compliance issues can have devastating consequences for your company’s reputation and bottom line.

PerformLine provides a solution to find and fix these issues before they cause harm, ensuring that your company is protected from any potential compliance risks while safeguarding your consumers and your brand’s reputation.

What makes us different?

Omni-Channel Compliance Platform

PerformLine empowers compliance teams to take control of web, call, messaging, email, document, and social media risk with a unified solution. Our powerful compliance platform provides comprehensive coverage across all your marketing channels and a complete view of risk. Say goodbye to disconnected solutions and hello to a streamlined, all-in-one compliance management process with PerformLine.

AI-Powered with a Human Touch

PerformLine utilizes advanced AI technology to automate compliance processes and identify potential violations. However, we understand the importance of the human touch in certain cases. That’s where layer in manual review to ensure a thorough evaluation of the context and relevance of each potential violation. Our AI-powered platform is designed to provide a comprehensive, efficient, and accurate approach to compliance management.

Rulebooks for Enterprise Compliance Programs

PerformLine’s proprietary rulebooks are the foundation of top-performing enterprise compliance programs. Built and refined with over a decade of experience in regulated industries and a proven track record of success across client compliance programs since 2007, PerformLine’s platform and regulatory rulebooks are the foundation of leading enterprises looking to strengthen their compliance efforts.

Discover Key Compliance Insights with Business Intelligence

PerformLine’s Business Intelligence offering delivers data-driven solutions that enable organizations to maximize their compliance and performance efforts. By harnessing the millions of powerful business-critical data points generated within an organization, Business Intelligence offers in-depth analysis, comparative rankings, and visualization capabilities to uncover trends, optimize outcomes, and deliver a complete view of your compliance program across all marketing channels.

Personalized Compliance Review Services

PerformLine’s Pro Services offering provides a seamless solution for managing compliance. Our team of expert QA analysts will review every observation and deliver only curated and actionable alerts to your workflow based on the parameters you’ve set. This saves time on the detail-oriented process of remediating issues with partners or vendors and ensures they are completed or escalated effectively.

One Platform, One Process, One Truth.

PerformLine enables compliance teams to identify and address compliance risk through our end-to-end solution, from marketing material review to remediation.

Use Document Review to assess and score marketing materials for compliance with your rules before publishing. Then use Web, Social, and Email monitoring to discover potential regulatory compliance violations in known sources or unknown placements with your brand. Finally our Call and Message monitoring allow you to review every minute of your direct marketing efforts, including call transcripts, chat bot conversations, or SMS messages.

PerformLine replaces the need for multiple, disconnected solutions and provides a centralized, omni-channel marketing compliance management process. Experience total efficiency with PerformLine’s all-in-one solution – One Platform, One Process, One Truth.

See how we help the mortgage industry with marketing compliance

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What our Clients say about PerformLine

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. 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.

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

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.

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.

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.

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.

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

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

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.

Rob

Compliance Professional

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