24/7 Support
<1 Hour Average Help Ticket Resolution
>99.9% Uptime
Continuous Enhancements with Zero Downtime
Why Choose Red Oak for Marketing Review?
The Most Configurable Workflow Engine
Build, modify, and adapt workflows with our intuitive, self-service platform—no technical expertise required. Create unlimited workflows at no extra cost to keep your organization both compliant and efficient.
Collaboration Made Easy
Streamline teamwork across compliance, marketing, and other departments. With user-defined questions, email notifications, and parallel reviews, your team can achieve 35% faster approvals with 70% fewer touchpoints.
Built by Compliance Experts
Designed by compliance professionals for compliance professionals. Red Oak’s platform is 100% books and records compliant and has features like audit trails, document stamping, and data ownership—ensuring your data is secure, accessible, and under your control without hidden fees.
Rapid Implementation
Go live in as little as 4-8 weeks. Our Implementation Team will equip your organization to manage and edit workflows autonomously, cutting down on long-term costs and reducing implementation headaches.
Industry-Leading Client Support
Get answers fast with Support that, on average, resolves help tickets in under an hour. We have some of the industry’s lowest churn rates and a high NPS score.
Features for Efficient Advertising and Marketing Review
Red Oak offers the most comprehensive and configurable features to ensure compliance and improve efficiency:
Seamless Integrations for Maximum Efficiency
FINRA AREF Integration
Automate the direct filing with FINRA process as well as the retrieval and storage of FINRA comment letters, saving up to 30 minutes per filing.
Submission API
Connect Advertising Review with your content creation tools, automate the publishing and retirement of approved materials in DAMs, and feed data into enterprise reporting systems. Integrate with such tools as Seismic, Workfront, PowerBI, Tableau, and more.
User Management API
Manage users across the organization with seamless integration into HR systems. Automate user activation/deactivation, group memberships, and visibility settings.
Embedded Annotations API
Allow content creators to view and act on reviewer feedback directly within their preferred tools, simplifying the review process.
Expand Your Compliance Capabilities
Disclosure Manager
Centralize and effectively manage regulatory disclosures in a single library for faster approvals, ensuring consistent and approved disclosures are used across your organization.
Disclosure Intelligence
Create deterministic rules to identify when and where a disclosure should be in documents, helping to streamline compliance reviews and create greater efficiency.
Enhanced Marketing Review
Improve accuracy with side-by-side “diff” comparisons, annotations, and an enhanced viewer experience to easily spot changes.
Trusted by 1800+
Firms Globally
Partner to Over Half of
the Top 20 Asset Managers
84 NPS Score—Setting the Standard
for Client Satisfaction
Need Extra Help?
Even with the industry’s leading Advertising & Marketing Review software, some teams need additional support. With over 120 years of combined experience, Red Oak’s consulting professionals can help streamline your advertising review process and maintain full compliance. Reach out to us today.
Red Oak has been a great addition to our Compliance toolbox. Red Oak’s greatest strength lies with its support team who is always readily available and consistent in ensuring the application is tailored to our needs. The application has allowed us to increase service levels to our business partners through its customizable, multi-use platform. It has been a pleasure to work with Red Oak.
