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A US AI tool, owned by FMR (Fidelity), that checks marketing drafts against FINRA, SEC and insurance advertising rules inside Microsoft 365, Google Docs, Figma and Adobe.
Saifr scores 2.0 out of 5 (40 out of 100) in the Buckingham Intelligence Consumer Duty and Financial Promotions Software Index 2026 and ranks 9 of 14. It is strongest for US investment and insurance firms checking drafts against FINRA and SEC rules, and its best criterion is evidence of regulated clients at 4 out of 5. Not published or not stated on the pages read: pricing, integration, coverage of the three jobs and security standing.
Scores from the Consumer Duty and Financial Promotions Software Index 2026.
No award in the Consumer Duty and Financial Promotions Software Index 2026.
| Segment | Score out of 100 | Rank |
|---|---|---|
| For payment and e-money firms | 39 | 9 of 14 |
| For lenders and consumer credit firms | 38 | 9 of 14 |
| For investment and insurance firms | 43 | 9 of 14 |
The score out of 5 is the overall score out of 100 divided by 20. Leader goes to the top three overall, Best for to the first in each segment, and Top rated for to a score of 5 out of 5 on a criterion. Awards cannot be bought.
Where it scores best, and where to check closely, as shown in each ranking.
US investment and insurance firms checking drafts against FINRA and SEC rules.
What Saifr publishes on its own pages, read on 26 October 2026.
A US AI tool, owned by FMR (Fidelity), that checks marketing drafts against FINRA, SEC and insurance advertising rules inside Microsoft 365, Google Docs, Figma and Adobe. It holds SOC 2 Type 2. It flags risks for review rather than running approvals, covers no other job in this index and publishes no price figures.
| Fact | What the provider publishes |
|---|---|
| Coverage | SaifrReview: "Highlight potential compliance risks", "Suggest more compliant phrasing" and "Create cleaner drafts for review and approval". No approval sign-off, Consumer Duty or horizon scanning product. |
| Pricing | "License pricing available per user or enterprise. For more info, please contact Sales." No figures published. |
| Regulatory content | Rules named: "FINRA 2210, SEC 482, SEC Marketing Rule" and "NAIC model laws"; "When regulations change, our compliance and data science teams work together to fine-tune and validate our AI models". No update time. |
| Integration | Add-in "within Microsoft 365 (.docx, .xlsx, .pptx, etc), Google Docs, FIGMA, and PDF"; Adobe GenStudio integration; "all our products available via APIs". No go-live time published. |
| Security | "SaifrReview and SaifrScreen are SOC 2 Type 2 certified". |
| Clients | Testimonial from an Associate Vice President, Regulatory Compliance at Nasdaq; two anonymised case studies. |
| Date read | 26 October 2026 |
A fact that is not published is scored as not offered or, for a fee, as if it were high. It is never estimated.
Facts read on 26 October 2026 from: saifr.ai, saifr.ai/saifrreview, saifr.ai/faqs, saifr.ai/case-studies.
Each score with the evidence behind it.
Each criterion is scored 0 to 5 against the best published offer in the Consumer Duty and Financial Promotions Software Index. 0 means not offered or not published. How it is scored
The other providers in the same ranking, ordered by score.
| Provider | Score out of 5 | Rank | Strongest for |
|---|---|---|---|
| Zango | 3.7 | 1 of 14 | Firms wanting wide regulator coverage and promotions review in one tool |
| Adclear | 3.2 | 2 of 14 | Payment, lending and investment firms with high marketing volumes |
| Ruleguard | 3.2 | 3 of 14 | UK firms wanting all three jobs on one platform |
| Archer | 2.6 | 4 of 14 | Large banks and insurers wanting regulatory change inside an enterprise risk platform |
| Bloomberg Regology | 2.6 | 5 of 14 | US firms wanting a published per-user price for regulatory change alerts |
| Relace | 2.1 | 6 of 14 | UK consumer credit, payments and wealth firms running a Consumer Duty programme |
| Corlytics | 2.0 | 7 of 14 | Global banks, insurers and payment firms tracking regulation across many countries |
| Sedric | 2.0 | 8 of 14 | US and UK fintechs and trading firms reviewing marketing and partner content |
| Red Marker | 1.9 | 10 of 14 | UK, US and Australian firms scanning documents and partner websites |
| Aveni | 1.8 | 11 of 14 | Advice, wealth and lending firms testing outcomes across customer calls |
| MorganAsh | 1.8 | 12 of 14 | Insurers, advisers and lenders evidencing how they treat vulnerable customers |
| CUBE | 1.6 | 13 of 14 | Global institutions needing regulatory change data across many countries and languages |
| Recordsure | 1.4 | 14 of 14 | Banks and advice firms reviewing calls and case files for outcomes evidence |
Full Consumer Duty and Financial Promotions Software Index ranking
Side by side on every criterion, fact and award.
Head-to-head comparisons cover pairs within the top five of each ranking. Saifr is compared with its alternatives in the table above.
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