FCA compliance software for marketing feedback and approval

Filestage is a content approval platform that integrates compliance teams into your review process. So you can meet FCA regulations and publish promotions and campaigns with confidence.

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4-7-stars Rated 4.8 out of 5 on Capterra
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Make compliance management fast, easy, and stress free

Create a dedicated reviewer group for compliance management
Loop in senior managers and compliance teams to get final approval before work goes live.

 

Track approvals from centralized project dashboards
Filestage facilitates compliance management by giving you an overview of every decision.

version management
password protection

Rest assured that all your content is FCA compliant

Get collaborative feedback with pinpoint accuracy
Share and discuss comments in your browser, with markers and annotations for extra clarity.

 

Optimize risk management with content safeguards
Make sure none of your files can be published until they’re approved by your compliance team.

The FCA compliance software that supports all your content

guidelines

Designs and mockups

Get consolidated feedback on all your design files, so you can save time juggling emails.

Videos and commercials

Tap anywhere to pause videos and add comments and annotations, giving creators full context.

Websites and UX design

Make feedback easy and intuitive for your clients, instead of sharing designs with complex UX tools.

Design and mockups

Social media posts

Review content calendars and assets in one place so you can always find the files you need.

blog articles

Blog articles

Loop in key stakeholders from compliance to make sure long-form content is clear and accurate.

Emails and CRM

Share email sequences and campaigns to make feedback easier and more visual.

Keep a record of how and when files were approved

Revisit previous versions in seconds
Access old discussions and decisions to hold stakeholders accountable.

 

Export file reports for auditing
Keep a record of comments and approvals with timestamps on your system.

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streamline compliance with automations

Streamline FCA compliance with automations

Loop in the right people at the right times
Use automations to start your compliance review as soon as a file is approved by marketing

 

Send automated reminders to reviewers
Nudge your compliance and legal teams for approval to keep projects moving forward.

How our FCA compliance software helps you manage feedback

add review step

Create your project and reviewer groups

Set up your workflow with separate groups for teams or departments.

upload content

Upload content to your dashboard

Sort your content into sections to keep your projects organized.

invite reviewers

Invite reviewers to give feedback

Add reviewers or send a link, then they’ll be kept up to date automatically.

discuss ideas

Discuss ideas for the next version

Agree on the next steps in context so everyone’s always on the same page.

get approval

Share new versions until you get approval

Develop your content until everyone in your first reviewer group is happy.

review steps

Repeat for the remaining reviewer groups

Keep sharing new versions until everyone gives you the green light.

How Filestage saves time for regulated firms

get feedback in context

Consolidate feedback automatically

See everyone’s comments in one place, instead of juggling email chains.

less versions and review rounds

Minimize versions and review rounds

Make sure everyone knows which version is the latest (and greatest)!

comment on files

Add comments on top of your content

Use intuitive tools like highlights and annotations to add feedback in seconds.

compare versions

Compare versions and comments side by side

Save time searching through your inbox to check what you said about the last version.

tick off feedback

Tick off feedback as you work on new edits

Turn comments into to-do lists to keep track of what’s been done.

track your progress

Send reviewers automated reminders

Add due dates and make sure feedback is on time with automated reminders.

verified approvals

Make your review process more compliant with verified approvals

Request electronic signatures during your review process, so stakeholders have to verify their identity when approving files. And enjoy a secure and compliant review process in line with regulations FDA 21, CFR Part 11, and EU Annex 11.

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FCA compliance software that gives you peace of mind

Filestage is packed with security features that put you in full control of your review process. Password-protect your content, restrict downloads, and anonymize feedback – all in a couple of clicks.

And with full GDPR compliance, AES 256-bit encryption, and ISO 27017 certified EU servers, you can rest assured that your data is in good hands.

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Your FCA compliance questions, answered

What is Financial Conduct Authority (FCA) compliance software?

Financial Conduct Authority (FCA) compliance software is any tool that helps financial services firms to meet their regulatory requirements. For Filestage, it’s all about making sure marketing content meets the strict compliance guidelines of the FCA.

Which companies use Filestage in financial markets?

Filestage’s technology-enabled compliance platform is used by regulated firms like Rabobank and Bill.com. By putting the right procedures in place and monitoring the review process, it allows teams to publish content with confidence.

What file formats can you review and approve with Filestage?

Our FCA compliance software supports all the most popular file formats for your campaigns. You can review videos, images, designs, documents, PDFs, audio files, live websites, and interactive HTML.

How do you invite your legal and compliance teams to Filestage?

Our marketing compliance software lets you invite any reviewers by entering their email addresses or copying a review link into an email or chat tool. You can invite an unlimited number of reviewers to Filestage, for free!

How does Filestage track approvals?

In Filestage, your project dashboard shows status indicators for each of your reviewers. Then, when they request changes or approve your file, their indicator will turn orange or green. So you can see everyone’s status at a glance.

Does Filestage’s software require any training for team members or compliance stakeholders?

No, Filestage is designed to be intuitive and easy for everyone to use. And because it’s a browser-based platform, your stakeholders won’t need to install anything or download your content before giving their feedback or approval.

Try our FCA compliance software for free

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