Who are we?

We’ve seen too many inefficiencies fly under the radar and hold companies back. Our expertise in through-channel marketing and field sales support enables small marketing teams to support distributed sales forces at scale.

Financial Industry

Give Trusted Advisors Trusted Content

Customizable content that satisfies securities rules & regulations.

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A System for Reliable Regulatory Compliance

Your advisors need customizable content to engage local investors with messaging tailored to their needs. However, last-minute, improvised content runs the risk of misrepresenting offer availability and violating strict compliance guidelines. The consequence, of which could cost you millions in fines from regulatory agencies and prevent you from closing critical business deals. 

Nearly half (48%) of buyers reported that receiving false or irrelevant information from sales representatives will kill any potential for a deal instantly.

Be sure that the disclaimers and offer details reaching clients are compliant by product line and state guidelines with Triptych’s marketing asset management platform. Arm advisors for prospect meetings and client consultations with pre-approved assets that meet industry regulations and your organization’s branding and messaging guidelines. Never question whether or not your advisors are:

  • Making promises your business can’t fulfill

  • Complying with state and federal regulations

  • Creating content that strays from brand standards

Effortless user experience and easy scalability help you service your entire distributed advisor network. Your C-suite will notice painless regulation compliance, increased efficiencies, and rapid ROI. Ultimately, when you offer channel partner support that balances customization with critical compliance, you’ll see results in your bottom line. 




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