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What is it?

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How it works

1. A reviewer opens a promotion in Adclear and decides they need a second opinion.
2. They hit Escalate and select the person (or role) they want to escalate to — for example, your Head of Legal.
3. That person receives an alert (via Slack or email, depending on your notification settings) and is pulled into the promotion thread.
4. They can leave a comment, make a decision, or pass it back with instructions.
5. The original reviewer then approves or rejects based on that guidance.

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Who sees what?

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Practical example

XTB’s compliance team is reviewing a paid social post promoting CFD products. The disclaimer looks correct, but the copy includes a performance comparison claim they’ve not seen before. Rather than rejecting it outright or approving something they’re unsure about, the reviewer escalates it to the Head of Legal directly in Adclear. Legal leaves a comment confirming the claim is compliant if the source is cited, the reviewer adds that feedback as a comment back to the marketer, and the promotion is approved — all within the same thread.

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Where it adds value

• Reduces informal back-and-forth on Slack or email that leaves no paper trail
• Keeps all commentary and decisions attached to the promotion itself
• Supports FCA audit requirements by maintaining a clear record of who approved what and why
• Particularly useful for higher-risk products (e.g. CFDs, leveraged instruments) where decisions may require legal sign-off

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What is it?

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How it works

1. When a promotion is approved in Adclear, the reviewer (or uploader) can toggle Evergreen on.
2. They set a date for when the promotion should be reviewed again.
3. When that date is reached, the promotion moves back into the review queue with a “Due for re-review” status.
4. The assigned reviewer is notified and can re-approve, request changes, or archive the promotion.

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When would you use this?

• Promotions with time-sensitive claims (e.g. “over 2 million clients worldwide” — this number changes)
• Campaigns tied to a regulatory permission with an expiry date
• Evergreen content (social media bios, landing page banners, partner assets) that sit live for months at a time
• Any promotion where you want to build in a periodic compliance check without relying on someone to remember

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Practical example

XTB approves an email campaign promoting their vanilla investment products. The email includes a reference to their current account opening bonus. The compliance reviewer knows this offer expires at the end of the quarter, so they set an Evergreen review date for 30 days before expiry. When the date hits, the promotion is flagged, the marketer updates the offer copy, and it goes back through review — avoiding the risk of the outdated promotion continuing to run.

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Where it adds value

• Removes reliance on manual calendar reminders or spreadsheets to track promotion expiry
• Supports ongoing FCA compliance by ensuring content doesn’t become stale or misleading over time
• Particularly useful for always-on content like social media bios, affiliate landing pages, or evergreen email journeys

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What is it?

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How it works

1. During your initial weeks on Adclear, your agents are trained on your policies and review history.
2. Adclear tracks true and false negatives — i.e. how often the AI’s assessment matches what your compliance team would have said.
3. Once the confidence level is high enough (typically after 4–12 weeks of high-volume usage), self-approvals can be turned on for specific products and channels.
4. When a promotion meets the threshold, it’s automatically approved and logged — no human required.
5. Promotions that don’t meet the threshold are still routed to a reviewer as normal.

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Control by product and channel

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Practical example

After 6 weeks of usage, XTB’s agents have reviewed hundreds of email promotions for their vanilla investment products. The data shows the AI consistently reaches the same conclusion as the compliance team. Self-approvals are turned on for email and social media content tied to non-leveraged products. Marketers now upload these promotions and receive automatic approval within seconds. CFD-related content is still routed to compliance — giving the team confidence that the highest-risk promotions always get a human review.

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Where it adds value

• Dramatically reduces time-to-market for low-risk promotions
• Frees compliance teams to focus on complex, high-risk, or novel content
• Builds a defensible, auditable record of every auto-approval decision
• Scales with your marketing output — more volume doesn’t mean more compliance headcount

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What is it?

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How it works

• ISA email rules
• ISA paid social rules
• GIA email rules
• GIA paid social rules

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Practical example

A marketer at XTB uploads a co-branded campaign asset that will run across both Instagram and a partner newsletter. The asset references two products: their vanilla investment account and their CFD offering. They select both products and both channels at upload. Adclear flags that the CFD disclaimer required for the newsletter is missing, while the Instagram version is compliant. The marketer fixes the newsletter version before either goes live.

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Where it adds value

• Prevents siloed reviews — no more submitting the same creative four times for four channel/product combinations
• Catches disclaimer gaps that only apply to specific channel and product combinations
• Gives compliance teams a full picture of where a promotion will appear and what rules apply
• Feeds accurate data into your Rejection Reasons reporting (see below)

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What is it?

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How it works

1. When a reviewer rejects a promotion or requests changes, they select one or more rejection reasons from a dropdown.
2. They can choose from stock reasons (e.g. “Missing risk warning”, “Unsubstantiated claim”, “Non-compliant disclaimer”) or add a custom reason specific to that promotion.
3. The reason is attached to the promotion record and visible to the uploader.
4. Over time, rejection reason data is aggregated in your Adclear dashboard — showing you which reasons come up most often, by product, channel, or team.

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Practical example

After two months of using Adclear, XTB’s compliance lead pulls the rejection reasons report. It shows that 34% of social media promotions are being rejected for “Missing CfD risk warning ratio.” This insight is shared with the marketing team in their next catch-up, and a template is added to the social media brief checklist. The following month, that rejection reason drops to 8%.

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Where it adds value

• Turns every rejection into a structured data point, not just a comment in a thread
• Helps identify systemic gaps in marketing team knowledge or briefing templates
• Supports compliance reporting — you can evidence why promotions were rejected and what was done about it
• Accelerates progress toward self-approvals by surfacing the specific patterns the AI needs to learn

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What is it?

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How it works

1. When a marketer uploads a promotion, the upload form includes a “Send to” field.
2. They select the reviewer or collaborator they want to assign the promotion to — for example, the compliance manager for a specific product line.
3. That person receives an alert and the promotion appears in their personal review queue.
4. They can approve, reject, comment, or escalate as normal.

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Practical example

XTB’s marketing team has two compliance reviewers: one who handles all CFD-related content, and one who covers everything else. When a marketer uploads a social post about CFD trading, they select the CFD compliance reviewer directly in the upload form. The promotion goes straight to the right inbox — no queue-checking, no reassigning, no delays.

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Where it adds value

• Eliminates the ambiguity of a shared review queue
• Speeds up review turnaround by routing promotions to the right person immediately
• Supports accountability — it’s clear who is responsible for reviewing what
• Pairs well with Slack & Email Alerts (see below) so the assigned reviewer is notified instantly

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What is it?

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How it works

• Every time a promotion is uploaded, reviewed, commented on, or escalated, a notification appears in the designated Slack channel.
• Each promotion gets its own thread in Slack, keeping conversations tidy and searchable.
• Users who are tagged or assigned to a promotion receive a direct notification — not just a general channel ping.
• Email alerts work the same way for users who prefer email over Slack.

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Practical example

Wanda uploads a new influencer partnership post on a Monday morning. The assigned compliance reviewer gets a Slack notification with a link directly to the promotion in Adclear. They review it, leave a comment requesting a risk warning adjustment, and Wanda gets a Slack notification back. She updates the asset, re-uploads, and the reviewer approves — all tracked in a single Slack thread, all logged in Adclear.

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Where it adds value

• Keeps review cycles fast — notifications in Slack mean reviewers don’t need to log in to know something needs their attention
• Reduces the “did you see my submission?” messages between marketing and compliance
• Creates a lightweight, real-time audit trail visible to the whole team
• Pairs with Reviewer on Upload Form and Escalations for a fully connected workflow

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What is it?

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How it works

1. Compliance builds and maintains a Claims Library in Adclear — a list of approved statements, statistics, and phrases (e.g. “Over 2 million clients worldwide”, “Award-winning platform”, “FCA regulated since 2005”).
2. Each claim is tagged with an approval date and optional expiry date.
3. When a promotion is uploaded, Adclear scans it against the library.
4. If a claim is present and approved — no flag. If a claim is unrecognised or expired — flagged for review.
5. Compliance can approve new claims directly in Adclear, adding them to the library for future use.

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Practical example

XTB’s marketing team wants to include “Trusted by over 2.5 million investors worldwide” in an email campaign. The Claims Library shows this was approved six months ago and is still valid. Adclear passes the promotion without flagging it. Meanwhile, a different marketer uses a slightly different version — “Used by more than 2.5 million traders” — which isn’t in the library. Adclear flags it, compliance reviews the wording, approves the variant, and adds it to the library for future use.

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Where it adds value

• Prevents unapproved or outdated claims slipping through into live promotions
• Dramatically reduces back-and-forth on standard, repeatable marketing language
• Keeps compliance in control of approved messaging without becoming a bottleneck
• Supports FCA substantiation requirements by maintaining a record of when claims were reviewed and approved

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What is it?

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How it works

1. Adclear generates a unique upload link for your site that you can share with external partners.
2. When a partner wants to submit content for review, they open the link and fill in the form — uploading their asset, selecting the product and channel it relates to, and adding any relevant context.
3. The submission lands directly in your Adclear review queue, tagged as an external submission.
4. Your compliance team reviews it using exactly the same workflow as internal promotions — the partner can’t see anything else on your Adclear site.
5. Feedback and approval/rejection decisions can be communicated back to the partner through your usual channels.

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Who is this for?

• Influencers and content creators who produce sponsored financial content on your behalf
• Affiliate partners who create their own promotional materials referencing your products
• Media agencies submitting creative for sign-off before publication

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Practical example

XTB works with a finance influencer on YouTube who creates sponsored content about their investment platform. Instead of the influencer emailing video scripts and thumbnails for review, they use the Adclear external upload link. The script lands in XTB’s compliance queue, is reviewed against their standard financial promotion policies, flagged for a missing risk warning, and the feedback is sent back to the influencer. The revised version is re-submitted and approved — all tracked in Adclear, all auditable.

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Where it adds value

• Brings external partner content into the same compliant review process as internal promotions
• Eliminates untracked, informal approval via email or WhatsApp
• Reduces compliance risk from influencer and affiliate content — a growing area of FCA scrutiny
• Saves significant time for your compliance team by removing manual submission handling

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What is it?

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How it works

1. You connect your brand’s social handles and any relevant third-party channels (e.g. affiliate sites, comparison platforms) to Adclear.
2. Adclear continuously scans for mentions of your brand, products, and approved claims.
3. When content is detected that appears to be a financial promotion — but hasn’t been through your Adclear review process — it’s flagged in a monitoring dashboard.
4. Compliance can review flagged content, mark it as approved (e.g. it was an organic post that doesn’t constitute a financial promotion), or take action to have it removed or corrected.
5. Alerts can be set up for specific keywords, claims, or product names.

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Practical example

An XTB affiliate partner publishes a blog post that wasn’t submitted through the Adclear external upload form. The post includes a claim about CFD returns that wasn’t in the approved Claims Library and lacks the required risk warning. Adclear’s monitoring flags the post. XTB’s compliance team reviews it, contacts the affiliate, and the post is corrected before it’s seen by regulators or generates a complaint.

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Where it adds value

• Closes the gap between content you’ve approved and content being published in your name
• Particularly important for influencer and affiliate channels where FCA guidance on financial promotions continues to tighten
• Provides a defensible, proactive compliance posture — you can demonstrate to regulators that you are actively monitoring your promotional footprint
• Reduces the risk of consumer complaints arising from non-compliant third-party content you weren’t aware of