LONDON, 7 September 2026. Adclear, the marketing compliance platform used by Monzo, Allica Bank, Blockchain.com and Marshmallow, has launched compliance training for marketing teams at regulated financial services firms.
The training is open to any regulated firm, not only Adclear customers.
The programme is a 90-minute interactive session, delivered in person or remotely, covering the financial promotions rules marketers most often trip over.
Each session is built around the client's own products and internal approval process rather than a generic curriculum, so marketers leave knowing which content they can clear themselves and which needs compliance review.
The first session under the new programme was delivered by co-founder Joe Jordan at Allica Bank's team offsite, where much of the discussion centred on claims and competitor comparisons, particularly what a firm can say when two products share features but aren't directly equivalent.
"Most marketers at regulated firms learned the rules one rejected draft at a time. Nobody sat them down and explained what a financial promotion actually is, or where the line sits on a comparison claim. When you do, the quality of what reaches compliance goes up and the volume of things that never needed to go there goes down. Allica's team asked sharper questions than most compliance teams I've met, and that's the point. Marketers want to get this right."
Joe Jordan, co-founder and Chief Compliance Officer, Adclear
Why financial promotions training for marketers, and why now
Marketing teams at fintechs and challenger banks have grown fast. Compliance teams have not grown at the same rate.
The result at most firms is a review queue where a large share of the work is content a marketer could have cleared in seconds with the right grounding, sitting alongside the difficult cases that need a compliance officer's time.
Adclear's own data from The State of Financial Promotions H1 2026 puts the gap in numbers. Across 44,418 promotions reviewed, firms using Adclear reached an 88% first-time approval rate against a 32% industry benchmark.
Training closes the same gap from the other side. Fewer avoidable rejections, faster approvals, and compliance time spent where it matters.
What Adclear's marketing compliance training covers
The session runs in three parts.
The rules. What constitutes a financial promotion under the FCA regime, the boundary between regulated and unregulated content, and the Consumer Duty areas regulators are focused on now.
Claims and evidence. Claims and substantiation, awards, endorsements and trust marks, and product-specific guidance for the firm's own range. This includes how to store claims evidence, link it to live content, and manage expiry so nothing runs on out-of-date substantiation.
Process and judgement. Which content marketing can reasonably sign off, which must go to compliance, and how to escalate when it isn't obvious. The session closes with interactive scenarios drawn from the client's market so attendees test their judgement before it counts.
Format
- 90 minutes, interactive, in person or remote
- Content tailored to the firm's products, approval process and compliance priorities
- Training materials licensed to the firm for onboarding new joiners
- CPD certificates for every attendee
Who it is for
Marketing and growth teams at regulated financial services firms, especially those that have scaled without formal compliance training, or where the compliance team regularly reviews work marketers could handle themselves.
You do not need to be an Adclear customer to book.
Firms can book a session or request details at adclear.ai/compliance-training.
Frequently asked questions
Is this FCA financial promotions training?
Yes. The session covers the FCA financial promotions regime, including what constitutes a financial promotion, Consumer Duty and the rules on claims, substantiation and endorsements. It is built for marketers rather than compliance professionals.
Do we need to be an Adclear customer?
No. The training is open to any regulated financial services firm. Customers get the added benefit of sessions built around how their team already uses Adclear, but the content works on its own.
Do attendees receive a certificate?
Yes. Every attendee receives a certificate suitable for CPD and professional development records.
Can the training be delivered remotely?
Yes. Sessions run in person or remotely, and the materials are licensed to your firm afterwards for onboarding new joiners.
About Adclear
Adclear is an AI-powered marketing compliance platform for regulated financial services firms. It reviews financial promotions against FCA, SEC and FINRA rules inside the tools marketing teams already use, including Figma, Canva, Slack, Google Docs and Google Drive.
Adclear is used by Monzo, Allica Bank, Blockchain.com, Marshmallow, Flagstone, IG, Freetrade and Plum, among others. Adclear was founded in London by Doni Hoti, Joe Jordan and Cameron Ward.
Once you're booked in, we'll send you a free playbook on Financial promotions compliance for FinTechs.
