About POLLY

POLLY is your AI-powered marketing team built specifically for financial advisors and product distributors. Compliant, multi-channel, always on.

9
AI Agents
54
Marketing Tools
7+
Channels
24/7
Always On
What is POLLY?

🤖 Sales & Marketing Support

POLLY's primary persona responds to instructions from your management team via WhatsApp or Telegram. It creates campaigns, generates compliant content, monitors responses across all channels, and provides real-time analytics — replacing the work of 2-3 FTEs or contractors.

🛡️ Compliance Guardian

POLLY's compliance persona receives all final versions of documents, reviews content against MiFID II, PRIIPs, and FCA regulations, and ensures every piece of marketing is fair, clear, and not misleading. Management can approve documents with four-eye checks before they go live.

Who Uses POLLY?
👔

Management

Approves and finalises documentation. Authorises campaigns with four-eye checks. Full oversight of compliance interactions.

📞

Sales Team

Main users for follow-up and post-campaign intelligence. Authorise personal WhatsApp for response monitoring. Receive qualified leads.

📣

Campaign Management

Drives campaign planning and execution. Defines target audiences, channels, and timing. Monitors performance and optimises.

Compliance Document Workflow

Product DocsSubmitAI ReviewManagement ApprovalCampaign Ready
Compliance-Approved Document Set

📄 Product Foundation

  • Product Description
  • Prospectus / Offering Document
  • Term Sheet / Final Terms
  • Terms & Conditions
  • PRIIPs Key Information Document
  • MiFID Disclosures

📝 Marketing Materials

  • FAQ — generated from product docs
  • Teaser — one-pager with risk warnings
  • Pitch Deck — slide content for advisors
  • Market Research — sector analysis
  • Competitor Matrix — positioning
  • Backtesting — historical performance
Campaign Lifecycle

🎯 Campaign Creation & Execution

  • Warmup campaigns to test market appetite before product launch
  • AI-generated compliant copy for every channel
  • A/B testing with statistical framework
  • Automated workflows: FAQ responses, lead forwarding, follow-ups
  • Calendly integration for interested leads

📈 Monitoring & Intelligence

  • Cross-channel analytics consolidated in real-time
  • Lead categorisation: hot, warm, questions, removal
  • Automated follow-up for non-responders
  • CRM integration for pipeline tracking
  • GDPR removal requests flagged (compliance is CRM responsibility)
Supported Channels
💬WhatsApp
✈️Telegram
📧Email
💼LinkedIn
🐦X / Twitter
📸Instagram
🎵TikTok
📊CRM


Ready to meet POLLY?

See how POLLY handles campaigns, compliance, and channels in real-time.

Try the Interactive Demo