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5. Marketing & Sales

Status: Active
Owner: Saul
Managed by: Saul
Last Edited: 2026-02-14

Marketing campaigns, sales processes, customer communications, and brand guidelines for COOWN investment platform.

Purpose: Marketing and sales documentation supporting go-to-market strategy, customer onboarding, compliance review, and brand integrity.

Risk areas: Non-compliant advertising, reputational damage, partner misalignment, data protection violations.

Business process relevance: Customer acquisition, product launches, PolyReg compliance, GDPR compliance, partner management.

Review triggers: Product launches, regulatory changes, brand refresh, customer feedback trends, partnership changes.

  • Marketing Materials & Campaigns
  • Sales Documentation & Process
  • Customer Communications
  • Third-Party Marketing Agreements
  • Brand & Communication Guidelines