The Marketing Compliance Benchmark
2026 Edition | Mortgage · Wealth Management · Depositories
The first annual benchmark for field officer oversight, AI readiness, and program effectiveness across banking, mortgage, and wealth management. 15 minutes. Fully anonymized. Your report is on us.
Why participate?
1. See where you stand.
Your results are compared against firms of similar size and vertical. Know whether your program is ahead of your peers or behind them, before a regulator tells you.
2. Shape the conversation.
The Marketing Compliance Benchmark will be cited in conference presentations, regulatory discussions, and trade publications across the industry. The firms that participate help set the standard.
3. Get the report.
Every participant receives the full benchmark report when it publishes in Q4 2026. The report is not available for purchase. Participation is the only way to receive it.
What the survey covers
- Program effectiveness and maturity self-assessment
- Field officer oversight: monitoring methods, incident response, and third-party risk
- Compliance-marketing relationship quality and joint workflow effectiveness
- Regulatory examination experience: regulators, states, and areas of scrutiny
- Technology adoption, budget trajectory, and evaluation activity
- AI adoption, governance readiness, and policy maturity
All individual responses are fully anonymized. Results are published in aggregate only. No response is ever attributed to a named firm or individual. ActiveComply does not share response data with third parties.