Marketing compliance software for banking

Banks market across many products and channels at once, and each carries its own review. In the United States, advertising is shaped by FINRA and SEC rules where securities are involved and by federal consumer-protection rules. In Australia, ASIC oversees bank marketing under the Corporations Act 2001.

Cohiva Campaign enforces the checklist your compliance team defines. Go-live is rejected at the API with HTTP 422 until every item passes, so an unchecked campaign cannot reach the public.

A single portfolio view across calendar, kanban, and gantt keeps every campaign, task, approval, and compliance state in one place, which matters when a marketing team runs dozens of concurrent launches.

Every approval and compliance decision is recorded in an append-only audit with a certificate generated on pass, so the bank has a defensible record of how each campaign cleared review.

At a bank, the marketing team often runs product campaigns, brand work, and seasonal offers in parallel, each with its own review. Configuring the checklist once and having the gate apply it at the API to every one of those campaigns means the same standard holds whether a launch is the headline product push or a small regional promotion. The portfolio view keeps all of that activity visible across calendar, kanban, and gantt, while database-per-tenant isolation keeps the bank's data in its own database, so scale does not come at the cost of either oversight or separation.

Start a free trial of Cohiva Campaign to put a non-bypassable go-live gate behind every launch.