What an Approved Wording Workflow Needs to Record
Learn what a controlled customer communication approval workflow should record, from exact version and change history to review, approval and release.
When a Wording Change Should Not Wait for a Software Release
Why customer wording changes should not always need a developer ticket and deployment, and when engineering still needs to be involved.
Customer Communication Version Control: What It Is and Why It Matters
Learn how version control works for regulated customer communications, from wording changes and approvals to generation records and audit evidence.
How to Evidence a Generated Customer Communication
Learn what evidence can connect a generated customer communication to its approved template version, rendering event and audit history.
When AI Sounds Regulated: The FCA’s Warning on Investor Trust
FCA research reveals misconceptions about AI financial information. What should firms check when AI helps shape customer communications?