Collaboration between Blee and the General Public for Ensuring Appropriate Customer Interactions in Communications
In a strategic move to enhance its marketing review process, multi-asset investing platform Public has partnered with Blee, a New York-based regtech company. This partnership will see Blee's AI-powered compliance platform integrated into Public's marketing workflows, aiming to streamline the process as the platform scales its offering.
Founded in 2022, Blee made its platform debut at our platformSpring 2024. Guy Shahar, the Founder and CEO of Blee, expressed enthusiasm for the partnership, stating that Public is changing the culture of investing.
Public, which has raised more than $300 million from investors including Accel, Tiger Global, and Will Smith's Dreamers VC, offers investors a wide range of investment tools. In addition to stocks, ETFs, cryptocurrencies, options, bonds, and the ability to contribute to retirement accounts, Public also provides a proprietary AI layer, Alpha, that gives investors fundamental data and custom analysis to guide their investment decisions.
The integration of Blee's technology will enable real-time risk detection for content across all asset classes and establish approval flows for different products. This will help Public maintain regulatory compliance, a significant challenge in offering a wide range of investment products.
Marqeta, fellow platform alum, will also integrate Blee's technology to support third parties and partners in its ecosystem. Marqeta's Marketing Compliance Officer, Annia Prado, stated that Blee as their compliance partner for marketing reviews allows them to share new programs fast and stay true to the standards that matter.
Blee's platform automates and accelerates compliance reviews of marketing materials. It offers real-time compliance insights to content creators, enabling them to self-check and adjust materials before formal review. The platform supports intuitive workflows for submission, commentary, and approvals, simplifying collaboration between marketing, legal, and compliance teams while maintaining rigorous risk management based on industry standards, custom rules, and company preferences.
In addition, Blee enhances regulatory compliance by automatically generating flexible and auditable records and maintaining comprehensive audit trails. This capability helps multi-asset platforms like Public maintain trustworthy and transparent documentation necessary for regulatory scrutiny and internal governance.
By integrating Blee’s AI-powered platform, Public can scale its marketing efforts responsibly without compromising compliance integrity or slowing business growth. The partnership aims to enable real-time risk detection for content across all asset classes, streamline and speed approval cycles with AI assistance and collaborative workflows, manage risk tolerance dynamically by applying industry and custom rules, and maintain thorough, deployable audit records to support regulatory compliance and inspections.
[1] Source: Blee press release
[Image credit: Photo by Tyler Prahm on Unsplash]
- The integration of Blee's AI-powered technology into Public's marketing workflows will allow for real-time risk detection across all asset classes, aiming to maintain regulatory compliance and facilitate business growth.
- By adopting Blee's platform, Public can streamline marketing efforts, manage risk tolerance dynamically, and maintain thorough audit records, enhancing regulatory compliance and inspections while scaling its offering in the finance and technology sectors.
