Advertising Review Software for Financial Services Compliance Industry

Leadspace

Streamline Compliance. Save Time. Stay Audit-Ready.

Red Oak’s configurable advertising review software helps you reduce regulatory burden, enhance team collaboration, and speed up approvals.

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Why Choose Red Oak for Advertising Review?

The Most Configurable Workflow Engine

With our easy-to-use, self-service interface, you can build, modify, and adapt workflows—no technical expertise required. Plus, we never limit the number of workflows you can create.

Collaboration Made Easy

Streamline teamwork across compliance, marketing, and other departments. With user-defined questions, email notifications, and parallel reviews, your team can achieve 35% faster approvals with 70% fewer touchpoints.

Built by Compliance Experts

Designed by compliance professionals for compliance professionals. Red Oak ensures your organization stays 100% books and records compliant, with features like audit trails, document stamping, and data ownership—so you're always in control. Your data is yours—secure and accessible whenever you need it, without restrictions or hidden fees.

Rapid Implementation

Go live in as little as 4-8 weeks. Our Implementation Team will equip your organization to manage and edit workflows autonomously, cutting down on long-term costs and reducing implementation headaches.

Industry-Leading Client Support

Get answers fast with Support that, on average, resolves help tickets in under an hour. We have some of the industry’s lowest churn rates and a high NPS score.

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Expand Your Compliance Capabilities

Disclosure Manager: Centralize and effectively manage regulatory disclosures in a single library for faster approvals, ensuring consistent and approved disclosures are used across your organization.

Disclosure Intelligence: Create deterministic rules to identify when and where a disclosure should be in documents, helping to streamline compliance reviews and create greater efficiency.

AI Review: Increase efficiency and time to market with Red Oak’s AI Review module paired with our robust workflow engine, ensuring you’re not sacrificing compliance functionality for the sake of AI.

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Features for Efficient Advertising and Marketing Review

Red Oak offers the most comprehensive and configurable features to ensure compliance and improve efficiency:

Customizable Workflows
Robust Rules Engine
User-Defined Questions and Answers
Parallel Reviews
PDF, Video, and Audio Annotations
Full Audit Trail and Document History
Books and Records Compliant
Encrypted Data Storage
And More

Download the Full Feature Summary

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Seamless Integrations for Maximum Efficiency

Connect Red Oak with Seismic, Workfront, and other key marketing tools your team already uses. Our FINRA AREF integration enables bi-directional communication, saving up to 30 minutes per filing. Simplify user management with single-location user setup. Discover all integration possibilities.

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Start Streamlining Your Compliance Today

See how Red Oak’s Advertising Review solution can transform your workflow. Talk to an expert and start your journey to a faster, more efficient compliance process.