For compliance officers seeking to enhance social media oversight, envision a pre-approval workflow that ensures content meets regulatory standards before it's available to advisors. This proposed feature would allow compliance teams to review and approve social posts and sequences in advance, mirroring the efficiency of our existing email workflows. This streamlines the process, ensuring compliance and reducing the need for post-publication checks.

Use Case:

Imagine having a curated library of social posts ready for your advisors to use. With pre-approved content, advisors can engage with clients promptly, without the delay of individual compliance reviews. This feature would allow you to maintain regulatory alignment effortlessly, while empowering your team to connect with their audience more swiftly.