Zango AI invites you to their event
About this event
About this event
The next instalment of our masterclass series focuses on how marketing compliance teams can build AI agents for financial promotions review.
In this masterclass, financial promotions teams will learn how to design AI workflows with humans in the loop. The session is run in partnership with the ICA and designed for practitioners in financial services who are putting AI into production to solve use cases like financial promotion review and approval.
The financial promotions workflow design splits into three stages:
1. Financial promotion identification. The agent judges whether a piece of content is a financial promotion at all, separating promotions from education, image advertising and exempt communications before they reach the review queue.
2. Claims library. Learn how AI agent workflows can extract the claims in each promotion and match them to claims your firm has already approved, along with the evidence, caveats and expiry behind each one.
3. Suggested fixes. Learn how an AI agent can draft amends that make a promotion compliant, written in your firm's own language and grounded in the rules and past decisions your reviewers rely on.
What you will learn:
How to design a financial promotions workflow as a sequence of AI agent steps with deliberate human in the loop checkpoints
How to identify whether content is a financial promotion, and which borderline calls have to stay with a person
How to build a claims library from your past approvals, so approved claims are reused rather than reviewed from scratch
How to generate suggested fixes grounded in real regulations
About Zango AI:
Zango is the AI compliance layer for financial services.
