SmartRIA to Launch AI Marketing Review Assistant
SmartRIA, a market leader in compliance tech, plans to roll out an AI-powered marketing review assistant by the end of this year. The company has been pushing its AI capabilities throughout 2025, and its chief executive, Patrick Hunt, confirmed the launch timing in a recent interview.
The tool will function as a virtual assistant trained on compliant marketing content. In plain terms: faster review cycles with fewer risky edits slipping through.
Why this matters for marketers
Since the SEC's Marketing Rule took full effect in late 2022, firms can use client testimonials and reviews. The trade-off is clear: you must substantiate claims and disclose compensation and conflicts of interest with precision.
That creates more checkpoints for your team. An AI assistant focused on compliance could help you pre-screen content, standardize disclosures, and reduce back-and-forth with legal-without slowing launches.
How it could fit your workflow
- Pre-check ads, landing pages, and social posts that include testimonials or performance references.
- Flag missing or unclear disclosures (compensation, conflicts, material terms).
- Spot unsubstantiated claims and prompt for evidence or approved language.
- Surface approved templates and boilerplate to keep messaging consistent.
- Create an auditable trail of revisions and approvals to speed internal reviews.
What to prepare now
- Centralize your approved claims, disclosures, and disclaimers in one source of truth.
- Catalog testimonials with permission status, dates, and any compensation details.
- Map your current review process (intake → draft → AI check → compliance → publish) and define owners.
- Set measurable targets: time-to-approve, error rate, and rework percentage.
- Align with compliance on firm-specific rules that go beyond the SEC baseline.
- Establish data guardrails: what the assistant can access, retain, and export.
Open questions to watch
- Customization: Can firms load their own policies, lexicons, and templates?
- Integrations: Will it connect with your CMS, DAM, CRM, and project management tools?
- Evidence handling: How does it cite sources or attach proof for claims?
- Audit and permissions: Who can approve overrides, and how are changes logged?
- Pricing and seat models for marketing teams of different sizes.
Key compliance context
The SEC's Marketing Rule allows wider use of testimonials and endorsements, with conditions around truthfulness, disclosures, and documentation. If your team touches advisor marketing, keep these references handy:
Timeline and next steps
SmartRIA's assistant is slated for release by year-end. If you're considering it, start with a short pilot: choose a few high-volume assets, define approval SLAs, and compare pre- and post-pilot review times and error rates.
The teams that win here will pair AI with clear rules, clean content libraries, and tight collaboration with compliance.
Upskill your team
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