Case Studies
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How InvestEngine saves over 520 hours a week

109%
Increase in first-time approvals
90%
Reduction in approval times
2x
Fewer revisions, faster campaigns

About

InvestEngine is a UK investment platform focused on ETF investing. It offers both DIY portfolios and managed options, with tools for automation and a fee structure that charges for managed portfolios but not for self-directed investing.

Features Used

Finfluencers and third parties
Real-time feedback
Audit trail and logging

“Adclear has helped us streamline our FinProms compliance at InvestEngine. Giving our teams transparency and speedier real time feedback based on our needs.”

Elspeth Brown
Senior Marketing Manager

Problem

InvestEngine needed to scale marketing output without slowing down compliance.

As the business grew, both teams were handling an increasing volume of promotions. Every piece of content still needed approval before it could go live, and the process relied on submitting work, waiting for feedback, and often going through multiple rounds before sign-off.

The challenge wasn’t the quality of work. It was when feedback happened.

Because compliance sat at the end of the process, issues were only picked up after content had already been created. That led to delays between each step, more revisions, and growing queues on both sides.

Over time, this started to impact how teams worked. Marketing became more cautious, unsure what would pass first time. Compliance spent more time reviewing avoidable issues. Campaigns took longer to get out the door.

InvestEngine didn’t need to change compliance standards. They needed a way to bring compliance earlier into the process so both teams could move faster together.

InvestEngine faced three key challenges:

  • Approval bottlenecks from manual review cycles
  • Slow campaign velocity due to delayed feedback
  • A process that struggled to scale with growing demand

What we did

Adclear brought compliance into the workflow with real-time feedback.

With Adclear, InvestEngine moved compliance upstream and into the heart of the marketing workflow.

What started as an initial rollout quickly expanded across teams. Within weeks, Adclear became the default system for marketing and brand approvals, with the full workflow running through the platform.

Instead of waiting for review at the end, marketing now gets instant, contextual feedback as they create. Issues are caught early, expectations are clearer, and submissions arrive already aligned with compliance standards.

Adclear integrates directly into tools the team already uses, including Slack and Figma, so teams can act on feedback without changing how they work. At the same time, compliance retains full visibility and control, now with insight into content earlier in the process.

The result is a complete shift in how approvals happen. Marketing moves faster with confidence, compliance spends less time on avoidable revisions, and both teams stay aligned as volume scales.

Adclear is now the single workflow for marketing and brand approvals at InvestEngine.

m with a compliance platform designed for speed, scale, and regulatory complexity. The system was tailored to reflect their tone of voice, approved claims, and rules across different regions.

"Using AI to provide upfront feedback to Marketing means that they are able to address points before needing final sign-off from Compliance. Love everyone at Adclear and the product is fantastic!"

Euan Andrew
Compliance

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