The compliance platform built for
financial services marketing
Four integrated capabilities that cover the entire compliance lifecycle — from content creation to final approval and ongoing monitoring.
AI compliance review in seconds, not days
Submit any piece of marketing content — email, social post, fund factsheet, website copy — and RegOak returns a compliance score, flagged issues with severity ratings, and suggested rewrites. Every finding is mapped to the specific FCA, CBI, or MiFID II rule it references.
Crawl your entire web presence for compliance gaps
RegOak's website scanner crawls every page of your public-facing site, checking for outdated risk warnings, missing required disclosures, non-compliant performance claims, and regulatory language violations. Schedule recurring scans or trigger on-demand before a campaign goes live.
Firm-specific rules layered on regulatory packs
Build your own compliance rules on top of RegOak's regulatory packs. Define triggers, severity levels, required disclaimers, and suggested replacements. Rules are version-controlled, auditable, and pushed to all users in your tenant instantly. The Rule Engine is the compliance team's configuration layer — no code required.
Generate compliant content from the first word
Brief the AI with your campaign objective, target audience, and product type. RegOak generates compliant marketing copy pre-checked against your active regulation packs and firm rules — before it ever reaches your compliance team. Dramatically reduces the back-and-forth between marketing and compliance.
See RegOak in your environment
Book a 30-minute demo with a compliance specialist. We'll walk through your specific regulatory requirements.