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Collaboration between Blee and the Public for Compliant Interactions with Customers

New York-based fintech firm Blee enters into a collaboration with multi-asset investment platform Public.

Collaboration between Blee and the Public for Compliant Interactions in Customer Correspondence
Collaboration between Blee and the Public for Compliant Interactions in Customer Correspondence

Collaboration between Blee and the Public for Compliant Interactions with Customers

In a significant move to strengthen its regulatory compliance, multi-asset investing platform Public has partnered with Regtech Blee. This partnership aims to enhance and streamline Public's marketing review process as it scales its offering.

Founded in 2019, Public offers a multi-asset investment platform, enabling investors to create portfolios using various assets like stocks, ETFs, cryptocurrencies, options, bonds, and retirement accounts. With the integration of Blee's AI-powered review engine, Public will ensure that every piece of marketing and educational content is clear, fair, and complies with complex regulatory requirements.

Blee's AI-powered compliance platform plays a critical role in Public's marketing review process by embedding directly into Public's marketing workflows. This integration helps Public ensure that its marketing content remains compliant as it scales its multi-asset offerings. The platform supports configurable approval flows tailored to different products and maintains a complete audit trail for every review, enabling faster, more efficient compliance checks that align with stringent regulatory standards.

One of the key benefits of Blee's technology is its ability to deliver instantaneous feedback during content creation, shortening the time to market without compromising regulatory integrity. The AI-driven risk assessment, combined with flexible workflows, simplifies submission and review cycles, helping Public uphold trust and credibility with customers and regulators.

The partnership between Blee and Public was announced at platformSpring 2024, where Blee demonstrated its AI-powered marketing compliance review technology. Guy Shahar, Founder and CEO of Blee, expressed his enthusiasm for Public's mission on LinkedIn, praising the company's commitment to providing a transparent, informed investment experience.

Marqeta, a fellow platform alum, has also integrated Blee's technology into its internal go-to-market process and uses it to support third parties and partners. Marqeta Marketing Compliance Officer Annia Prado stated that Blee is their compliance partner for marketing reviews.

This partnership is a significant step forward for Public, as companies offering a wide range of investment products often face challenges in communicating clearly and fairly to customers about the products and ensuring regulatory compliance. With Blee's AI-powered compliance platform, Public is well-positioned to meet these challenges and continue to provide a seamless, compliant, and transparent investment experience for its users.

  1. Public's partnership with Blee integrates technology from the latter's AI-powered compliance platform into its marketing workflows, ensuring that its business operations in finance, such as marketing and educational content, comply with complex regulatory requirements while also scaling its multi-asset offerings.
  2. As Public expands its range of investment products, the AI-driven technology from Blee simplifies submission and review cycles, allowing Public to deliver clear, fair, and compliant marketing content swiftly, thereby upholding trust and credibility with customers and regulatory bodies, while maintaining a complete audit trail for every review to comply with stringent regulatory standards.

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