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playbooks/marketing/disclosure-review-checklist

Disclosure Review Checklist

A repeatable checklist for marketing-compliance review before a campaign ships — disclosure visibility, plain-language scoring, fair-lending phrasing review.

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Contents

  1. 01Before this campaign ships

For: Marketing and compliance reviewers

PlaybooksMarketingChecklist

01

Before this campaign ships

This template is structured. The working copy is being finalized by our subject-matter editors — directionally accurate today, refined shortly.

  • All required disclosures are present and visible without scrolling past the offer.
  • Plain-language scoring meets the institution’s readability standard.
  • No language patterns associated with UDAAP risk (deceptive minimization, urgency without basis).
  • Fair-lending phrasing reviewed for any audience-targeting language.

Marketing Playbook

Practice this in the course.

The AiBI-Foundation course walks through the same prompts, with reviewed work you can take to your team.

Start your Marketing path Back to the playbook
Disclosure Review Checklist — Marketing Playbook — The AI Banking Institute