How PCM Encore achieved 7x more marketing output with Luthor

The Challenge

PCM Encore, a trusted fiduciary, faced an existential challenge: as a rapidly growing company they were experiencing a surge in thought-leadership articles, market-update videos, and social-media snippets was overwhelming PCM Encore's lean compliance function. PCM Encore was trapped reviewing only 6 marketing pieces weekly at 64% accuracy. Each asset needed to be:

1. Mapped to SEC/FINRA guidelines;
2. Checked for disclosure accuracy and outdated data;
3. Aligned with PCM Encore's fiduciary voice and brand style.

Manual review averaged 3–4 days per long-form piece, creating a multi-day backlog that throttled the marketing team just when client demand for timely commentary was peaking.

The Solution

PCM Encore deployed Luthor's no-code marketing-review workspace:

• Custom rulesets mirrored the firm's tone rules (e.g., "after-tax return," never "net return") and house style.
• A continuous-learning loop captured every human override; the model re-trained nightly, driving measurable precision gains week over week.
• The state-of-the-art review dashboard flagged high risk language, missing disclosures, and brand inconsistencies in seconds, then routed assets for one-click approval or edit suggestions.
• Role-based permissions let marketing, compliance, and partners collaborate in a single interface, eliminating version-control headaches.

Time to go live: 3 days of onboarding and ruleset tuning.

The Results

They achieved 7x productivity gains in under 3 days. Now the company's lean team can handle 45 weekly reviews instead of 6, with accuracy jumping from 64% to up to 96%, fueling their $1.2B+ practice for further growth.

"Luthor is like having a full-time compliance analyst embedded in our marketing team — it helps us move fast without second-guessing risk."

Why It Matters

• Speed without sacrifice – While competitors keep dealing with 3-4 day review cycles, PCM Encore has the capacity to serve 50+ high-net-worth families with same-day insights, positioning PCM Encore's advisors as particularly valuable and relevant during fast-moving market events.
• Scalable governance – The platform grows review capacity automatically; no new headcount required.
• Audit-ready trail – Every rule hit, edit, and approval is timestamped and exportable for regulators.

About PCM Encore

PCM Encore is an employee-owned fiduciary wealth manager that evolved from the multi-billion-dollar family office of founder Michael Paulus. Serving more than 50 families nationwide and managing over US $1.2 billion in assets, the firm blends high-touch advice with modern technology from its Bellevue, WA headquarters and satellite offices across the U.S.