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Digital Asset Management

Make content management and compliance easy


Approve creative and briefs with a full audit trail

Briefs & Forms

Write briefs that help deliver great creative

Proofing & Markup

Collaborate on creative with complete visibility

Creative Templates

Scale branded content production with confidence

Online Brand Portal

Inspire and educate teams about your brand

Disclaimer Engine

Get disclaimers right the first time every time

Reporting & Dashboards

Understand performance and improve processes

Get to market quickly and seamlessly manage FINRA, SEC, DDO and other marketing compliance frameworks

Federal, State or Local – we have you covered managing talent rights and headless DAM applications

HIPAA compliant and the easy way for your team to stay on brand, manage projects and the lifecycle of content

Provide value, consistency and automate localized creative content

Roleplay the FDA. Include marketing compliance checklists in briefs and automatically manage disclaimers on content

A central part of any tech company’s Martech stack

Governance, Risk & Compliance Software

We make it easy to streamline your governance, risk & compliance processes

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Make your GRC

Process Seamless

See why Risk Managers love our

GRC software
Take business-critical tasks out of spreadsheets, shared drives and email, and place them into an auditable and secure system. Learn why our governance, risk & compliance software is used for Risk Registers, PCI Compliance, Conflict of Interest, Control Self-Assessment, Contract and Policy Management, SOC and ISO compliance.


Risk &

Compliance Registers
Out of the box, yet highly customizable registers including Risk, PCI Compliance, ISO 27001, SOC, Health and Safety, Conflict of Interest, Audit, Policies, Contracts, Incidents, Customers and more. Use one, all or create your own. There is no limit to how many you can create to manage your risk and compliance programs.

Receive automated email alerts when new items are added or when a workflow action has taken place. Email links to record and files to other registered users.


Take control of the information you view on IntelligenceBank. Dashboards can be tailored to show registers, risk heat-maps outstanding actions and workflow approvals.

Granular reporting on your risk and governance programs is as easy as clicking a button. Create custom reports on all your data and workflow and save reports for regular reporting requirements. All reports can be instantly exported into excel at any time.

Calendars &

Create shared calendars for each risk and compliance project to reflect meetings and key due dates. Link calendar entries to specific documents or records, and view all key dates of a register in a calendar view.

Assign workflow to elevate submissions for approval and assign tasks to specific items. The approvals dashboard gives you an instant overview as to which actions are completed or pending. Send reminders and run reports on approvals.

Online document management

advanced search
If you have several documents that relate to an action or a record, you can link a folder, which has advanced document management features such as version control, watermarking, annotations and read online. Email links to files and track which people on your team have read specific documents.

Nothing gets lost in IntelligenceBank. We search titles, description, document contents, automatically extracted metadata, and universal custom metadata you add.

Use Cases


The entire IntelligenceBank platform is customizable, so it looks like your brand and maps to your governance process. It can be accessed anywhere, anytime and from any device, including when offline with our dedicated iPad and Android apps. Our robust API also makes it easy to integrate data and documents uploaded to IntelligenceBank with other systems, thanks to our push and pull, out of the box API.

PCI Compliance Register

Streamline your PCI Compliance program. Our PCI compliance register can be used to manage the latest PCI-DDS industry controls, so you can easily view and manage your PCI reporting requirements and follow up tasks. With dashboard reporting, see compliance gaps and outstanding action items.

ISO 27001 Compliance

Simplify your ISO27001 audits. Our ISO27001 compliance registers enable you to easily view and manage your ISO27001 compliance audits, remediation, documentation, reporting and follow up tasks. With dashboard reporting, see compliance gaps and outstanding action items.

Vendor & Contractor Compliance

Keep tabs on your supply chain. Ensure your vendors are compliant with your supply chain risk management framework. Vendors can self register, update their credentials and insurances and all relevant people can receive alerts when documentation is set to expire.

Incident Register

Stay safe. Keep track of general and OH&S incidents, assign severity ratings and follow up actions. Reporting on incidents by division, location and business unit has never been easier with custom dashboards and reporting.

SOC 1, 2 & 3 Compliance

SOC can be as easy as 123. Our SOC 1, 2 and 3 compliance registers make it easy to view and manage your SOC compliance audits, remediation, documentation, reporting and follow up tasks. With dashboard reporting, see compliance gaps and outstanding action items.

Risk Register

Track, score and manage your risks. Keep track of the severity, likelihood and consequences of risks, link them to controls, incidents, documentation and follow up tasks. With custom stages, ratings and alerts, managing your risk framework has never been easier.

SOX Compliance

SOX reporting made simple. IntelligenceBank’s SOX 404 and 302 control registers make it easy to manage your SOX audits, remediation, documentation, reporting and follow up tasks. With dashboard reporting, see compliance gaps and outstanding action items.

ISO 9001 Compliance

Meet customer and stakeholder needs while staying compliant. IntelligenceBank’s ISO 9001 Registers takes the fundamentals of a quality management system and ensures actionable processes to meet ISO standards.

Conflict of Interest

Stop corruption in its tracks. Our user friendly COI portal makes it easy for your staff, vendors and directors to register gift, hospitality, relational, financial and other conflicts. Workflow approvals give you an audit trail of how each conflict has been elevated, and custom dashboard reporting gives you an instant overview of all potential conflicts that could affect your business.

Financial Service License Compliance

Remove the burden of quarterly reporting, so you can spend more time with clients. Our platform features automatic e-mail alerts, customizable compliance dashboards and risk matrices to monitor FSL activity.


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See what other products and services we can help you and your business with.

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to keep everyone on brand

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Knowledge Management Software

to power content marketing

Manage briefs, creative approvals and compliance with instant audit trails