For marketers working in banking, insurance, or financial services, delivering a campaign isn’t just about creative ideas and smart messaging — it’s about getting every piece of content signed off by the right people, often across multiple organisations.
And that’s where the real challenge begins.
When you’re managing a campaign that involves external partners — underwriters, brokers, joint ventures or creative agencies — the approval process can quickly become a bottleneck. Each organisation has its own compliance rules, priorities, and timelines, leaving your team stuck in endless rounds of feedback, version confusion, and compliance risks. Effective compliance efforts are essential to manage these complexities and ensure adherence to applicable regulations and regulatory requirements.
In regulated industries, these delays and miscommunications don’t just waste time — they can expose your business to serious risk.
It’s common for marketers in financial services to collaborate with external stakeholders on marketing campaigns. Whether it’s a broker co-promotion, an underwriter needing to approve policy language, or a creative agency developing campaign assets, you’re often relying on people outside your organisation to approve your work.
But most marketing teams aren’t set up to manage these cross-organisation approvals effectively. Effective compliance management is crucial in these scenarios to ensure all regulatory requirements are met.
Here’s what typically happens:
Approvals start coming back via email, with comments on PDFs, tracked Word docs, or in confusing feedback threads. Different stakeholders provide conflicting feedback. Turnaround times blow out. Nobody knows which version is the latest.
All the while, your team is stuck managing the chaos — chasing people for sign-off, reconciling feedback, and worrying about compliance obligations.
In regulated industries like banking and insurance, this kind of disjointed process isn’t just inefficient — it’s risky.
You’re responsible for ensuring that every piece of marketing content:
When approvals happen across informal channels — emails, spreadsheets, shared drives — it becomes almost impossible to maintain a clear audit trail or demonstrate compliance if regulators ask. Utilizing compliance software can enhance automation, compliance processes, enhance security, and aid in accurate reporting, ultimately helping organizations to meet their compliance obligations efficiently while avoiding penalties.
A weak compliance strategy can lead to one missed approval, or one incorrect asset sent to market, resulting in:
Beyond compliance risk, inefficient cross-organisation approval workflows cost your business in other ways:
For marketers, this is a hidden but significant operational cost.
That’s why Admation’s marketing project management software was built — to help marketing teams manage creative projects, streamline approvals, and enhance risk management, even when they involve multiple organisations.
With Admation, you can manage creative projects, simplify cross-organisation collaboration, and ensure marketing compliance — all in one secure platform. Admation also ensures regulatory compliance, maintaining adherence to various laws and standards governing SaaS marketing practices.
Key Features That Make Cross-Organisation Approvals Simple for Compliance Management
✅ One Central Approval Platform Bring all your internal and external stakeholders together in one place. No more email threads, spreadsheets, or version chaos.
✅ Controlled Access for External Partners Easily and securely add approved external organisations and users to your projects without compromising your internal systems.
✅ Customisable Approval Workflows Create structured approval workflows that clearly define roles, steps, and turnaround times for every stakeholder — including brokers, underwriters, legal teams, and agencies — as part of a comprehensive compliance strategy.
✅ Real-Time Feedback & CollaborationStakeholders can review, comment, and approve creative assets in one place, with complete transparency.
✅ Automated Audit TrailEvery action, comment and approval is automatically logged, so you always have a clear, compliant approval record. This helps in minimising compliance risks by ensuring all processes are documented and traceable.
✅ Faster Time to MarketBy removing bottlenecks and confusion, your campaigns move faster — without compromising compliance or quality.
Implementing cross-organisation approvals with Admation is straightforward and secure:
Once configured, Admation enables several powerful features to support cross-organisation approvals:
To get the best results, we recommend these best practices:
Woolworths Everyday Insurance is one example of a financial services brand that has simplified their complex approval processes with Admation. Working across multiple partners, underwriters and creative teams, they use Admation to bring every stakeholder together in one secure workflow — reducing compliance risk, improving visibility, and accelerating time-to-market. SaaS companies face similar challenges and benefit from such streamlined solutions.
SaaS compliance is crucial for many organisations. BUPA, Bendigo Bank, NIB, and Great Southern Bank are among the leading organisations using Admation to manage creative projects, streamline marketing approvals, and ensure compliance.
In regulated industries, marketing compliance isn’t optional. But it shouldn’t slow your campaigns down either.
If your team is wasting hours managing feedback across partners and struggling to stay compliant, there’s a better way. Compliance software can automate compliance processes, enhance security, and aid in accurate reporting, helping your organisation meet its compliance obligations efficiently while avoiding penalties.
Admation’s marketing project management software gives you full control over cross-organisation approvals and supports your compliance strategy.You can manage creative projects, simplify your creative workflow, and meet marketing compliance requirements — all while collaborating seamlessly with external partners.
Discover how leading financial services and insurance brands are using Admation to manage cross-organisation approvals, improve compliance, and deliver campaigns faster.
Explore Admation’s platform today and see how it can transform the way you manage creative projects, marketing approvals, and compliance. Admation also offers robust saas compliance software that assists in automating tasks, enhancing security, and providing accurate reporting.
Discover how leading financial services and insurance brands are using Admation to manage cross-organisation approvals, navigate compliance standards, and deliver campaigns faster.