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Financial promotions, reviewed with AI

Review more.
Approve faster.

Use AI to check financial promotions against your rules.
Review the findings, leave feedback and sign off with Connor.

Book a demo Scan an asset
One promotion. Every finding in view.
Promotions / Harbour investment campaign
DemoMiaAlexSam
harbour-investment.jpgmedium severity
harbourWEALTH & INVESTING
Your next chapter starts here.Discover Harbour
A woman looking out to sea from a sunlit coastal home
HARBOUR / INVESTING FOR LIFE
Review

A closer look.

Scanning…
Checking the promotionMatching claims to your rules…
Files and social links

Review the promotion.
Whatever its format.

Bring a PDF, image or video. Paste a social post link. Keep the creative, its context and the findings in one review.

Files
Socials
Image
JPG · PNG
Before and after publication

Check the draft.
Follow what changes.

One review when you need it.
An ongoing watch when things change.

One-off scan

Catch the issue
before it goes live.

Submit a file or post link. Review the findings in context, request changes and keep the approved version.

Explore a review
Ongoing monitoring

Keep an eye on
what happens next.

Watch website pages for changes and rescan updates. Track new social posts, then choose which to scan.

Websites, YouTube, Vimeo, Reddit and X. X requires a connection.See monitoring in a demo
Collaboration

Discuss the detail.
Agree on the version.

Keep feedback on the exact image area or video moment. Resolve the discussion, then approve the version you’re ready to publish.

01 / DISCUSS

Put the comment in context.

Comment on a particular area of an image or a moment in a video. Discuss the changes in a thread attached to the creative.

02 / APPROVE

Know which version is approved.

Request changes, review the update and sign off on a specific version. Keep the conversation and the named approval beside the creative.

Audit & export

Every version.
One complete record.

Trace the promotion from first upload to final approval. Keep the creative, findings, comments and decisions together, including who changed or approved each version.

Download the full history and review details as a PDF for internal audit or to provide to a regulator.

  • Original and revised versions
  • Findings, rules and discussion
  • Approvals and decision history
Harbour campaignReview history
  1. v1
    Creative uploadedMia · Original version retained
  2. Changes requestedAlex · Comment at 00:12
  3. v2
    Updated version approvedAlex · Approval and discussion saved
    ✓
PDF report

The details travel
with the decision.

A downloadable record of the promotion and its review history.

Your standards, in every review

Start with the rule library.
Add what makes it yours.

Use Connor’s curated rulebooks alongside your own. Every finding shows which rule it came from.

AI-assisted custom rules · Available

Turn a policy into a check.

Describe what your promotions should or should not say. Use AI to draft a custom rule, refine it and add it to your reviews.

“When a promotion mentions an introductory offer, make its end date clear.”
Introductory offer disclosure

Check whether an introductory offer includes a clear end date.

Custom rule · Ready to review
Curated rule library · Available

Build on rules already prepared.

Choose from rulebooks curated by Connor and tested against promotion assets. Add your firm’s requirements alongside the platform library.

Rule library
UKFCA core↗
EUMiFID marketing communications↗
Your rulebookIntroductory offer disclosure↗

Regulatory rulebooks and your own, together.

Questions, answered

Know what to expect.

What can I submit for a financial promotions review?

You can submit images, videos and PDFs, or paste a supported social post link. The review keeps the creative, findings and discussion together.

Can I use FCA rules and my own policies?

Yes. Start with a curated regulatory rulebook, such as FCA core, and add your firm's policies. You can describe a requirement with AI, refine the custom rule and include it in future reviews.

Does Connor automatically approve a promotion?

No. Connor identifies potential issues and explains the matched rules. Your team reviews the findings, requests changes or approves a version. The decision and version history stay with the promotion.

Can I export the review history?

Yes. Download a PDF with the review details and history to support internal audits or provide evidence to a regulator.

See Connor in action

Bring your content.
See the review.

A promotion, a conversation or your own data. See how Connor applies your rules, surfaces findings and keeps the decision in view.

Book a demo Your content. Your rules. A clear next step.
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