Clearview Federal Credit Union serves more than 140,000 members across 27 locations in southwestern Pennsylvania. As marketing and member communications expanded, the team needed a better way to manage reviews across marketing, compliance, and business stakeholders while meeting strict regulatory requirements.
“Compliance involvement every step of the way — not just when the deliverable is ready.”
— Denise Kennedy, Marketing Operations Manager, Clearview Federal Credit Union
The challenge
Before Lytho, Clearview relied on manual review processes that created delays, confusion, and compliance risk.
“Everything was very manual for routing purposes. It was very inefficient and made it very difficult.”
Projects often required input from multiple departments, including compliance, subject matter experts, and business stakeholders.
Without a structured process:
- Teams reviewed different versions of the same asset.
- Feedback arrived through emails, conversations, and disconnected documents.
- Approvals proved difficult to track.
- Compliance reviews often happened late in the process, creating rework and slowing projects down.
For a financial institution operating in a highly regulated environment, that approach could not scale.
The solution
Clearview shifted compliance from a final-stage reviewer to an active participant throughout the content lifecycle by standardizing workflows in Lytho.
Bring compliance into the process from day one
Compliance no longer serves as a final checkpoint. Teams involve compliance stakeholders during planning, discovery, and content development to identify disclosure requirements and regulatory considerations early.
Centralize reviews and approvals
Marketing, compliance, and subject matter experts review content in one place, creating a single source of truth for feedback, revisions, and approvals.
Standardize workflows with templates
Project and review route templates ensure the right stakeholders review the right content at the right time while reducing manual coordination.
Create a documented audit trail
Every comment, revision, and approval remains connected to the project, giving teams visibility into decisions and supporting regulatory oversight.
“Compliance involvement every step of the way — not just when the deliverable is ready.”
The outcome
Today, Clearview manages marketing campaigns, product promotions, member communications, and regulatory notices through a structured review process that keeps stakeholders aligned and compliance engaged throughout the content lifecycle.
The team replaced manual routing with predictable workflows, improved accountability, and gained visibility into every approval decision.
When questions arise, teams can quickly trace approvals, comments, and compliance signoff without searching through emails or disconnected files.
“Once people understood the process and expectations became more clear, our reviews started moving faster.”
By embedding compliance into every project from the start, Clearview helps teams move faster, reduce rework, and maintain confidence that every asset meets regulatory requirements.