Install in minutes
The Outlook add-in deploys org-wide through the Microsoft 365 admin center, and the Chrome extension covers Gmail. No new tab, no change to how advisors write.
Financial Services › Financial Promotions
"Returns are basically guaranteed." "You can expect double digits this year." An advisor writes it to move a deal, and under the financial promotion rules it has to be fair, clear, and not misleading. VerbaPulse flags that language in Outlook and Gmail before the message leaves.
Real output from the product. Phrase-level, in the writer's voice. The selling point survives, the unqualified promise does not.
Outlook, Gmail and LinkedInWhere your team already writes
Microsoft 365 CertifiedOutlook add-in
Azure, SwedenEU processing on the cloud edition
No content retained by defaultRisk type and action only
A communication that invites or induces someone into investment activity is a financial promotion, and the channel does not matter. A one-line email to a prospect counts the same as a glossy brochure. Under the UK regime (FSMA section 21 and the FCA's fair, clear and not misleading standard in COBS 4), under FINRA Rule 2210 in the US, and under the MiFID II marketing rules in the EU, that language has to be balanced.
The problem is who writes it. The advisor or relationship manager is mid-deal, reassuring a nervous client, and the words that move the deal ("guaranteed", "risk-free", "you can't lose") are exactly the words that create a promotions breach. The firm usually finds out the same way every time: after it sends, in a supervision sample, days later, when the email has already been in the client's inbox.
VerbaPulse reads the draft as it takes shape and flags the span that creates the exposure, with a plain reason and a balanced rewrite that keeps the writer's intent.
Install in minutes
The Outlook add-in deploys org-wide through the Microsoft 365 admin center, and the Chrome extension covers Gmail. No new tab, no change to how advisors write.
Write as usual
As the draft forms, a promotion-risk span is flagged with severity and a plain reason, plus a balanced rewrite that keeps the point the advisor was making.
Fix before it sends
One click applies the more careful wording while it is still a draft. By default, metadata-only events feed an audit trail your compliance team can show a regulator.
VerbaPulse does not approve financial promotions and it does not lift your supervision duties. It is the layer that sits earlier than all of that: the moment the advisor is writing, while the wording can still change. This is the front-end shield for email compliance for financial services, and it complements the approval and archiving systems you already run (Smarsh, Global Relay, Proofpoint), so fewer promotions breaches reach them.
For the evidence behind this, our language risk benchmark runs real, anonymized cases through the product and reports what it flags.
No, and you should be wary of any tool that claims to. VerbaPulse is a writing-time control: it flags the language patterns that make a client email a non-compliant promotion (guarantees, risk-free claims, unbalanced return promises) before the message leaves, and suggests more careful wording. Your sign-off, approval workflow, and supervision obligations stay exactly where they are.
In the UK, the financial promotion regime under FSMA section 21 and the FCA's fair, clear and not misleading standard (COBS 4). In the US, FINRA Rule 2210 on communications with the public. In the EU, the MiFID II requirement that marketing communications be fair, clear and not misleading. This page describes language risk and is not legal advice.
Yes. The risk is rarely the word guaranteed on its own. It is also the softer phrasings aimed at the client: basically guaranteed, you really cannot lose, I would put that in writing, you can expect double digits. VerbaPulse flags those patterns and offers a balanced rewrite.
No. Promotion approval, books and records, and archiving platforms still do their job. VerbaPulse adds the layer they do not have: the moment before send, while the wording can still change, so fewer breaches reach the approval queue or the client inbox in the first place.
Not by default. Drafts are analyzed in memory and never written to disk, and they are never used to train AI models. By default the audit trail keeps risk events (type, severity, action taken) with no message text and no user identity. An organization can opt in to keeping the flagged phrase, the suggested rewrite and the explanation.