Adviser Innovation logo
Advisor Inovation logo
Kaplan issues marketing tool

Kaplan issues marketing tool

author image
By elaina ·
February 25 2017

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."

Unable to extract YouTube ID from URL
Forward this article to a friend. Follow us on Linkedin. Join us on Facebook.
Find us on Twitter for the latest updates

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