Campaign planQ3
InvestmentsLendingDEAT
Campaign planning
Brief, target market and channels per product
Finance
The AI Platform for Financial Marketing
Plan campaigns, produce every channel from one concept, and check that risk warnings, costs and performance disclosures are present and equally prominent before Compliance sees the asset. One workflow, one audit trail.
Trusted by Leading Companies
Before and after
Every promotion is a legal document.
MiFID II requires marketing communications to be fair, clear and not misleading. In practice that means a fixed set of mandatory disclosures on every asset, in every channel, checked by hand.
Today
With Caidera
4 to 6weeks
Until a campaign has cleared Compliance and Legal.
Days, not weeks
Disclosures are checked while the asset is written, so review starts from a complete draft rather than a list of corrections.
12disclosures
Risk warnings, costs, performance notes and issuer details, per asset.
Matched to the product
Which disclosures a piece needs follows from the product it advertises, not from someone remembering the checklist.
5channels
Web, social, email, print and branch, each version approved separately.
Out of one concept
A wording change lands on every channel at once, with the approval trail attached to each version.
Workflow
One workflow, from briefing to performance.
The same product data, mandatory disclosures and audit trail at every stage, so nothing is re-explained and nothing gets lost between channels.
Platform
Where marketing, compliance and legal work together
Campaign plan, drafting, review, brand rules and assets, every one of them working off the same product data and disclosure rules, configured for your products and markets.
Landing page
Social
Email
Content creation
Landing pages, social and email out of one concept
DraftComplianceLegalApproval
MiFID II · Risk warning
Compliance check
MiFID II, risk warnings and your brand rules in a single run
Brand rules
active
Mandatory text
Brand hub
Brand rules, mandatory texts and tone of voice in one place instead of a PDF nobody opens
Assetsapproved
v4
v2
v7
Asset library
Approved assets, versioned and findable, with the review that cleared them attached
Compliance
What Caidera checks in financial marketing
This is where a financial workflow differs from any other. Checks run against your own product data, disclosure rules and brand rules. Reviewers see what was flagged and the rule behind it.
- Fair, clear and not misleading under MiFID II
- Risk warnings present and equally prominent
- Past performance statements with their required notes
- Costs and charges shown transparently
- Mandatory information in credit advertising
- Sustainability statements under SFDR and EmpCo, no greenwashing
- Target market and suitability of the advertised product
- Advertising identified as such, issuer named
- Paid finfluencer partnerships identified as advertising
Rule sets are configured per market and per product. Your own brand and compliance requirements sit alongside them.
See it run on one of your own campaigns.
Bring a real brief and your brand guidelines. We show you the whole run on your own material: plan, draft, check, approve.
No commitment · Personal consultation
