SEARCH
Kaplan issues marketing tool
Kaplan issues marketing tool
Kaplan has partnered with regulation technology company Red Marker to develop a tool for financial advisers that can detect possible compliance issues in marketing materials and client communications.
According to a recent statement, the two businesses have been developing the Artemis solution, which is intended to help advisers and licensees identify and remediate compliance risks associated with the promotion of financial products or services.
The tool was created to flag risky content as it is being created across web pages, Microsoft Word documents, PDFs and client communications. Artemis also reviews proposed social media posts, the statement said.
Kaplan Professional chief executive Brian Knight said digital channels are important for advisers' businesses.
"Unfortunately, recent research has suggested compliance fears and reputational risk are limiting its use amongst advisers. A large amount also believes there is a lack of adequate education, highlighting a serious knowledge gap when engaging clients online," he said.
"Artemis not only minimises the risk of publishing misleading content, it actively educates advisers through real-time feedback, just-in-time learning interventions and professional development opportunities where necessary - I am confident it will help alleviate the perceived compliance fears and difficulty associated with digital and social media."
Red Marker director Matt Symons said he is excited by Artemis' potential.
"Three years of research and development has gone into Artemis and it continues to evolve with the feedback and support of our clients. We have been amazed by the willingness of the industry to work with us to develop Artemis to this point," he said.
"All sorts of interesting opportunities start to open up once you figure out how to dynamically identify risky content as it is being produced."
Subscribe to our Newsletter
We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians
Your email address will be shared with nestegg and subject to our Privacy Policy
latest articles
OUR PLATFORMS AND BRANDS
- Accountants Daily
- Accounting Times
- Adviser Innovation
- Australian Aviation
- Broker Daily
- Cyber Daily
- Defence Connect
- Fintech Business
- HR Leader
- Independent Financial Adviser
- Investment Centre
- Investor Daily
- Lawyers Weekly
- Money Management
- Nestegg
- Property Buzz
- Real Estate Business
- Smart Property Investment
- SMSF Adviser
- Space Connect
- Super Review
- The Adviser
- Wellness Daily
- World of Aviation
EVENTS AND SUMMITS
- ACE25 The Accounting Conference and Exhibition
- Adviser Innovation Summit
- Australian Accounting Awards
- Australian AI Awards
- Australian Aviation Awards
- Australian Aviation Summit
- Australian Broking Awards
- Australian Cyber Awards
- Australian Cyber Summit
- Australian Defence Industry Awards
- Australian Law Awards
- Australian Law Forum
- Australian Space Awards
- Australian Space Summit
- Australian Wealth Management Awards
- Australian Wealth Management Summit
- Better Business Awards
- Better Business Summit
- Broker Innovation Awards
- Broker Innovation Summit
- Budget Summit
- Commerical Finance Awards
- Corporate Counsel Summit
- Defence & National Security Workforce Awards
- Fund Manager of the Year Awards
- ifa Excellence Awards
- Lawyers Weekly 30 Under 30 Awards
- New Broker Academy
- Partner of the Year Awards
- Partner Summit
- REB Awards
- Rising Star Awards
- SME Bootcamp
- SMSF Technical Strategy Day
- Super Fund of the Year Awards
- Women in Finance Awards
- Women in Finance Summit
- Women in Law Awards
- Women in Law Forum
LEARNING AND EDUCATION
MOMENTUM MARKETS NETWORK
LINKS
STAY CONNECTED
Subscribe to the Adviser Innovation eNewsletter.
