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SaifrReview™

Streamline the process of creating, reviewing, and approving new communications using AI and collaboration tools

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ACCURATE

Uses a proprietary engine powered by multiple Natural Language Processing (NLP) models developed using millions of documents and data representing the work of marketing, compliance, and regulatory experts.

EASY TO USE
Upload content, view potential risks and edits, collaborate with stakeholders, approve materials, and file with regulators. Works with text, images, and videos.
QUICK
Enable faster approvals via a streamlined, collaborative process.
FOCUSED
Helps you concentrate on higher-complexity tasks because many common edits and risks are identified automatically.

Risk Analysis/AI Models

  • Multiple NLU models trained on proprietary data
  • Rule library with customization
  • Document compliance check score

Workflow Features

  • Intuitive user experience based on proven workflows
  • Ability to white label
  • Wizard to create new submissions
  • Supports multiple roles & permissions
  • Invite and collaborate with internal & external users
  • Real-time collaboration with track changes, in-line comments, and replies
  • Models integrated to flag general content standard violations
  • Disclosure scanning
  • Expiration & extension date management
  • Full tracking of all documents and all comments

Auditing & Reporting

  • Full history of changes for auditing
  • Robust reporting & administration features
  • Ability to file with FINRA

Contact us to request a full features list.

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Copyright 2023 FMR LLC. All Rights Reserved. All trademarks and service marks belong to FMR LLC or an affiliate. Please note that all compliance responsibilities remain solely those of the end user(s) and that certain communications may require review and approval by properly licensed individuals. Fidelity is not responsible for determining compliance with rules and will not be liable for actions taken or not taken based on Saifr’s products and services. 969733.2.0

Download our product guide

The Saifr team is ready to share a product guide, discuss our unique solutions, and highlight how we can help you deliver compliant materials more efficiently.

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By submitting this information you are agreeing to have your information processed for marketing purposes and to be contacted by Saifr to arrange a product demo. Your data is being processed securely and will never be shared with 3rd parties.

Let's discuss how we can help you.

The Saifr team is ready to share a demo, discuss our unique solutions, and highlight how we can help you deliver compliant materials more efficiently.
How can we contact you?

(*) Required

By submitting this information you are agreeing to have your information processed for marketing purposes and to be contacted by Saifr to arrange a product demo. Your data is being processed securely and will never be shared with 3rd parties.

Request a Demo

Let's discuss how we can help you.

The Saifr team is ready to share a demo, discuss our unique solutions, and highlight how we can help you deliver compliant materials more efficiently.
How can we contact you?

(*) Required

By submitting this information you are agreeing to have your information processed for marketing purposes and to be contacted by Saifr to arrange a product demo. Your data is being processed securely and will never be shared with 3rd parties.