Review financial promotions and product claims with evidence attached
Manage financial services marketing claims, product claims, performance, eligibility, rate, comparison, and customer-facing claims with evidence, approval history, and reusable wording.
Financial claims need more than a final sign-off
For FCA-regulated teams, communications and financial promotions need careful review before they reach customers. Keep FCA-sensitive marketing claims, claim evidence, reviewer decisions, and approval history organised so the record is easier to find later.
“Built to support workflows around fair, clear, and not misleading communications.”
How the workflow helps
- Link each claim to its evidence
- Record who approved the wording
- Keep review dates and conditions visible
- Reuse approved wording without losing context
The claims finance teams should govern first
Start with the financial promotions review workflow and the claims customers, regulators, or internal reviewers are most likely to question.
Performance claims
Example: “Reduce onboarding time by 40 percent”
OBJECTIVERate or pricing claims
Example: “Lower cost than traditional providers”
COMPARATIVEEligibility claims
Example: “Available to businesses in minutes”
OBJECTIVESecurity or trust claims
Example: “Built for regulated financial workflows”
COMPARATIVEThe financial services claims library : every claim with its evidence, approval status, and reuse record.
How finance teams use Veridat
Extract and classify
Find claims in web pages, product copy, and campaign assets.
Attach evidence and review
Connect proof, qualification, and reviewer notes to the wording.
Approve and reuse
Build a library of wording teams can reuse with confidence.
Prepare financial claims before they reach customers
Use Veridat to organise evidence, approval history, and reusable wording for finance and fintech marketing workflows.
Built for UK-regulated teams managing evidence-backed marketing claims.