About POLLY
POLLY is an AI-powered sales and marketing assistant built specifically for financial advisory firms and product distributors. Multi-channel, grounded in your approved documents, and always on.
🤝 Sales & marketing support
POLLY responds to your management, sales and campaign teams via web chat, Telegram or WhatsApp. It builds campaigns, generates on-brand content, monitors responses across channels, and reports back in real time — taking the repetitive work off your team's plate.
🛡️ Compliance-aware by design
POLLY grounds every answer in the documents your firm has approved and routes final materials for review against your MiFID II, PRIIPs and FCA obligations, with four-eye approval before anything goes live. Compliance decisions always rest with your firm.
Management
Approves and finalises documentation. Authorises campaigns with four-eye checks. Full oversight of compliance interactions.
Sales team
Main users for follow-up and post-campaign intelligence. Link a channel for response monitoring. Receive qualified leads.
Campaign management
Drives campaign planning and execution. Defines target audiences, channels and timing. Monitors performance and optimises.
Compliance document workflow
📄 Product foundation
- Product description
- Prospectus / offering document
- Term sheet / final terms
- Terms & conditions
- PRIIPs Key Information Document
- MiFID disclosures
📝 Marketing materials
- FAQ — generated from approved docs
- Teaser — one-pager with risk warnings
- Pitch deck — slide content for advisors
- Market research — sector analysis
- Competitor matrix — positioning
- Follow-up sequences — per channel