Compliance-first marketing operations

The marketing calendar compliance loves

Plan campaigns, route sponsorship requests, and generate audit-ready reports. One tool for your marketing team and your compliance team.

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4,500+
US banks need this
100%
Audit-ready tracking
1
Tool, not five
How it works

Three things your bank marketing team does every day, finally in one place

📋

Sponsorship Request Workflow

Incoming sponsorship and donation requests get routed through the right approval chain automatically. Compliance signs off before a dollar moves. Every decision is tracked, timestamped, and exam-ready. No more email chains nobody can find six months later.

📅

Marketing Calendar

See every campaign, event, and sponsorship commitment on one timeline. Know what's launching next week and what compliance still needs to approve. Your marketing team plans here. Your compliance team trusts it.

📊

Compliance Reporting

Pull reports on completed sponsorships, upcoming commitments, and approval history instantly. When examiners ask, you have answers. Formatted, documented, and ready.

The problem

Bank marketing runs on duct tape

Spreadsheets everywhere. Sponsorship requests tracked in Excel. Marketing calendars in Google Sheets. Approval history in someone's email. None of it talks to each other.
Compliance is an afterthought. Marketing creates the campaign. Compliance reviews it last minute. Approvals happen over email with no audit trail. Examiners see gaps.
Reporting takes days. When leadership or regulators ask "what did we sponsor this quarter?", someone spends a weekend pulling data from five different places.

Built for the 1-3 person bank marketing team that does everything

Community and regional banks don't have enterprise budgets or ten-person marketing departments. They need one clean tool that handles the calendar, the approvals, and the reporting, without the complexity of platforms built for Fortune 500 banks.

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