POLLY is your AI-powered marketing team built specifically for financial advisors and product distributors. Compliant, multi-channel, always on.
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.
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.
Approves and finalises documentation. Authorises campaigns with four-eye checks. Full oversight of compliance interactions.
Main users for follow-up and post-campaign intelligence. Authorise personal WhatsApp for response monitoring. Receive qualified leads.
Drives campaign planning and execution. Defines target audiences, channels, and timing. Monitors performance and optimises.