Shape Software
Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform.
The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting.
Start growing your revenue with Shape's flexible suite of services today.
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Haast
Haast is an AI-powered compliance engine that helps enterprises eliminate manual marketing reviews and move faster with confidence.
It uses AI agents to automatically detect and resolve regulatory and brand risks across content, websites, and social channels. By learning each company’s risk tolerance, Haast ensures consistent, policy-aligned decisions without slowing teams down. Marketers can check and fix content before it goes live, while legal teams gain faster, more reliable oversight without being overwhelmed by approvals. Haast works across text, images, PDFs, video, and web content, supporting both pre-launch checks and continuous monitoring of live assets. Embedded directly into existing workflows, it transforms compliance from a bottleneck into a scalable, automated system.
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IntelligenceBank
IntelligenceBank is a powerful marketing operations platform that helps brands centralize and streamline digital asset management, marketing workflows, and brand governance with built-in compliance tools. Designed for enterprise marketing and compliance teams, IntelligenceBank enables better control over content creation, approvals, and distribution — ensuring faster time-to-market, brand consistency, and regulatory adherence.
Key capabilities include a secure Digital Asset Management (DAM) system, customizable marketing workflows, online brand guidelines, dynamic forms, and version-controlled approvals. IntelligenceBank also supports advanced user permissions, audit trails, and legal compliance features such as claims management and regulatory disclaimer libraries.
Used by leading organizations across financial services, healthcare, franchising, government, and more, IntelligenceBank integrates seamlessly with creative tools, CMS platforms, and enterprise systems to fit into your existing tech stack. Whether you’re managing creative assets, reviewing campaigns, or enforcing brand and regulatory standards, IntelligenceBank gives you the visibility and control to scale marketing operations confidently.
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RegEd
RegEd offers the most extensive compliance management platform in the financial services sector, with over 80% of the leading firms relying on its capabilities. This singular solution effectively oversees the entire process of onboarding agents and advisors while ensuring compliance, providing a streamlined experience along with “clear to sell” notifications for distribution partners. It allows for efficient handling of regulations from various authorities, including FINRA, SEC, and state DOI, covering essential areas such as Advertising Review, Conflicts of Interest, and Branch Audits. Additionally, it encompasses all necessary aspects of compliance awareness, adaptability to regulatory shifts, and alignment with your firm’s policies and procedures. As a premier provider of Compliance Education, Product Training, and Annual Compliance Programs, RegEd facilitates over one million Continuing Education courses and insurance certifications annually, ensuring that professionals stay informed and compliant in a dynamic regulatory environment. This comprehensive approach not only enhances compliance but also empowers firms to maintain a competitive edge.
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