Compliance Settings, In One Sentence
If your brokerage or carrier requires review before anything goes out, the setup is the friction. Here is how to configure all of it by talking.
If you work somewhere with a review process, you already know the shape of the problem.
It is not that you cannot post. It is that posting correctly means remembering six settings across three screens, and getting one of them wrong means a conversation with your compliance officer you would rather not have.
So most people in regulated roles solve it the same way: they post less, or they post nothing.
The settings are the friction
Consistent content in a reviewed environment means getting all of this right at once:
Review turned on, so nothing goes out unseen
The right person set as the reviewer
News sources you are not comfortable citing, blocked
Topics and geographies you cannot speak to, excluded
A content mix that leans on the material you are cleared for
None of that is hard. All of it is tedious. And it is front-loaded, which means it sits between you and your first post.
Say it instead
Connect roomvu to Claude or ChatGPT, and the whole setup is one instruction:
“Turn on compliance review, set my broker as the contact, block these three news domains, and drop my news mix to 30%.”
Your assistant sets the review flag, assigns the contact, updates your blocked source list, and rebalances your weekly mix.
Three settings screens. One sentence. Done before your coffee.
Changing your mind is the same
Rules change. Carriers update guidance. A source you were fine with last quarter is not fine now.
“Block that domain and show me everything scheduled that came from it.”
“Pause all my automatic sharing until Monday.”
What this is and is not
Read this part carefully
roomvu’s compliance features are configurable and compliance-ready. They let you build a workflow that matches what your firm requires: review before publish, a named reviewer, source and topic controls.
They do not certify that any specific post satisfies your firm’s rules, your regulator, or your carrier. Your compliance officer does that. What we do is make sure the content gets to them first, and that the settings behind it are one sentence away instead of six clicks deep.
That distinction matters, and we would rather say it plainly than let you find out later.
Who this changes things for
It is no longer a whole thing.
Set up your compliance workflow.
Set up your compliance workflow