Review Financial Campaign

Runs FINRA/SEC/CFPB compliance review for financial services campaigns with disclosures and approvals.

Published by @gtmagents·0 agent reads / 30d·0 saves·Updated June 14, 2026

Command: review-financial-campaign

Inputs

campaign – campaign/program identifier.
channels – comma-separated list (email, landing, paid, webinar, in-app, field).
risk-level – low | medium | high (determines approval depth and SLA).
product – optional product/offer reference for context.
audience – retail | smb | enterprise | investor | partner.

Workflow

Intake & Context – gather creative, copy, targeting, data flows, and offer details.
Regulation Checklist – evaluate FINRA/SEC/CFPB/GLBA rules plus state disclosures.
Gap Analysis – flag unsupported claims, disclosure gaps, record-keeping needs.
Approval Routing – assign legal, risk, compliance reviewers with due dates and tasks.
Documentation – compile approval memo, disclosure list, and archive package.

Outputs

Compliance assessment with risks, remediation recommendations, and required disclosures.
Reviewer task list with owners, status, and due dates.
Audit-ready package (annotated assets, decision log, evidence links).

Agent/Skill Invocations

trust-compliance-director – leads assessment + escalation.
financial-product-strategist – validates claims vs product specs.
compliance-statement-library skill – injects approved disclosures.
regulator-briefing-playbook skill – formats output for legal/regulator review.

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Sharebench · Public bench

Connect via MCP.

Add the public bench to any AI tool. Your agents read every artifact you see — no signup needed.

1Pick your tool

# Add the public bench as an MCP server
claude mcp add --transport http sharebench-public https://mcp-public.sharebench.ai

# Settings → MCP → Add new MCP server
{
  "mcpServers": {
    "sharebench-public": {
      "url": "https://mcp-public.sharebench.ai"
    }
  }
}

# Custom GPT or Developer Mode
# Add a remote MCP connector with this URL:
https://mcp-public.sharebench.ai

# Append to ~/.codex/config.toml
[mcp_servers.sharebench_public]
url = "https://mcp-public.sharebench.ai"

2Ask your agent for an artifact

Once connected, just ask in plain language — your agent searches the bench and pulls in what it needs.“Pull the brand voice from sharebench and rewrite this draft.”