Overview

Singular’s Marketing Material platform offers a powerful, streamlined solution for organizing, accessing, and distributing your brand assets efficiently.

Designed for teams of all sizes, it simplifies every stage of the marketing material lifecycle—from initial submission and collaborative reviews to timely approvals, effective distribution, and strategic sunsetting.

With centralized control, you can ensure brand consistency across campaigns, eliminate duplication, and maintain compliance with regulatory requirements. Whether managing assets for internal use or distributing them to external stakeholders, Singular’s platform empowers your team to work smarter, stay aligned, and deliver impactful marketing results.

Key Features

Asset Management

Simplify your marketing material organization with intuitive drag-and-drop upload functionality. Leverage smart tagging and categorization to effortlessly sort and locate assets based on your needs. Additionally, keep track of approved and unapproved versions to maintain control over content and ensure compliance with branding and regulatory standards.

Approval Workflow

Automate the approval process to expedite signoffs, ensuring faster decision-making. Notification alerts keep everyone informed and on track throughout the process. Multi-stage review options provide added quality assurance, allowing for thorough checks and balances before final approval.

Controlled Distribution

Easily distribute content to prospects and accounts within Singular’s CRM, ensuring targeted communication. Optimize your content strategy based on audience data for more effective outreach. Utilize sunset capabilities to periodically review or remove pieces from the approved asset database, keeping your marketing materials up-to-date.

Key Benefits

Centralized Asset Library: Securely store and organize all your marketing materials in one accessible location, ensuring seamless collaboration and consistent branding.
Approval Made Easy: Simplify approvals with workflows that guide materials from initial review to final approval, maintaining compliance and minimizing delays.
Dissemination Control: Keep your library updated with automated sunset dates for reviews and retire outdated assets to ensure relevance and compliance.
Comprehensive Workflows: Customize workflows to fit your team’s needs, from role-based to hierarchical or parallel, ensuring efficiency and compliance.
Advanced Search and Filters: Quickly find approved materials using criteria like risk tolerance or product type, making matching content with client needs easier.

Use Cases

For Compliance Teams: Maintain brand consistency and regulatory compliance with a centralized platform that simplifies the approval process for marketing campaigns. With streamlined workflows, compliance teams can quickly review, collaborate, and approve materials while ensuring adherence to branding guidelines and industry regulations.

For Investment Professionals: Access a wide array of marketing materials, including brochures, strategies, and presentations, from a single, user-friendly platform. Investment professionals can quickly find and share relevant content tailored to their client’s needs, enhancing engagement and supporting effective communication.

What Patrina Customers Say

We couldn’t be the leader in regulatory compliance innovation without the trust of our clients. Compliance professionals like you.

**Russell Travis**VP. Retail Operations, Crescent Securities Group Inc.

**David R. Millar**Integrity Compliance Consulting, Inc.

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A closer look at Patrina

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Explore Marketing Material Repository with the Patrina team. Bring your questions and the process your firm needs to manage.

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