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Agent library / Marketing and referrals / Newsletter and commentary drafts

Newsletter and commentary drafts

Your CIO or advisor gives the main points. PitCrew drafts the newsletter or market note in your firm's style and sends it for compliance review. It never publishes anything.

When it runsOn your content calendar
Who approvesCompliance, then marketing
Works withEmail, document storage
Get in touchDescribe your version of this task

How it works

4 steps. A person decides at the end.

  1. Takes the pointsNotes from your CIO or advisors, and past issues for style
  2. DraftsA newsletter or market note in your firm's voice
  3. Checks against policyRuns it through Marketing and social media review
  4. A person approvesCompliance approvesEdits and approves before it goes out

What it reads and what it produces

Reads

  • Your team's points for this issue
  • Past newsletters and commentary
  • Your marketing policy

Produces

  • A draft newsletter or market note
  • The compliance findings on the draft

Rules it follows

  • Never publishesDrafts only. Your team publishes.
  • No predictions or guaranteesIt flags language the Marketing Rule restricts.
  • Uses your pointsIt does not add market views your team did not give it.

Questions firms ask

Last updated: October 2026

Does it write market views on its own?

No. It works from the points your team provides and past issues for style.

Does it go through compliance?

Yes. Every draft goes through review before anyone can send it.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

More in Marketing and referrals

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