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Revolutionize Your Advertising Review Process

Streamline your advertising compliance and enhance collaboration with Red Oak. Our easy-to-use Advertising Review software offers financial firms a 100% books and records compliant solutions that is configurable to your organization. Experience customizable workflows, faster review times, and seamless collaboration between compliance and marketing.

Key Benefits

Configurable Workflows

Easily configure our software to fit your compliance needs and processes. Adapt quickly using our self-service functionality, ensuring no disruptions and full compliance.

Better Collaboration

Improve teamwork between compliance and marketing with features like user-defined questions,
email notifications, and parallel reviews. Teams report 35% faster approvals and 70% fewer
touches.

100% Books and Records Compliant

Our SEC Rule 17(a)-4 compliant software ensures all records are kept
accurately, with robust audit trails and snapshot functionality for regulatory inquiries.

Why Choose Our Software

  • Efficient & Accurate: Minimize errors with intelligent review tools and automated
    notifications.
  • User-Friendly: Simple interface for creating and updating workflows without needing IT
    support.
  • Secure: Data encryption at rest and in transit, backed by regular audits and penetration
    tests.

See It in Action

Transform your advertising review process with our powerful software. Request a demo today to
see how you can achieve better compliance, faster reviews, and improved collaboration.