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:
- Mapped to SEC/FINRA guidelines;
- Checked for disclosure accuracy and outdated data;
- 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, positioningPCM 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.