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Ratings and Reviews 0 Ratings
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What is RegEd?
RegEd delivers the most comprehensive compliance management platform within the financial services industry, with more than 80% of top firms depending on its robust features. This all-in-one solution proficiently manages the onboarding process for agents and advisors while guaranteeing adherence to compliance standards, offering a seamless experience paired with “clear to sell” alerts for distribution partners. It efficiently navigates regulations imposed by various governing bodies, such as FINRA, SEC, and state DOI, addressing critical areas including Advertising Review, Conflicts of Interest, and Branch Audits. Furthermore, it incorporates all vital components of compliance awareness, the ability to adapt to regulatory changes, and alignment with the policies and procedures of your organization. As a leading provider of Compliance Education, Product Training, and Annual Compliance Programs, RegEd oversees the completion of over one million Continuing Education courses and insurance certifications each year, ensuring that professionals remain knowledgeable and compliant amid an ever-changing regulatory landscape. This holistic strategy not only bolsters compliance but also equips firms with the tools necessary to stay ahead in a competitive market. By prioritizing education and adaptability, RegEd plays a crucial role in shaping the future of compliance in the financial services sector.
What is Fintel Connect?
Fintel Connect emerges as a leading growth marketing platform tailored for the financial industry, dedicated to equipping banks and financial institutions with cutting-edge tools and insights that enhance their ability to engage potential customers while ensuring the provision of suitable products in a compliant and cost-effective way. Their innovative technology solutions are specifically developed to help financial organizations tackle major obstacles, allowing them to achieve and even exceed their growth targets. In addition, Fintel Connect offers a comprehensive partnership model supported by a committed network of affiliates and influencers, along with an AI-powered monitoring system designed to protect brand reputation and guarantee content compliance. They also provide thorough customer journey tracking and analytics tools that offer clarity on marketing effectiveness. With a solid history spanning over twenty years in performance marketing, Fintel Connect proudly collaborates with more than 85 financial brands and maintains a vast network of over 5,000 financial affiliates and influencers, underscoring their dedication to fostering success within the financial marketing realm. This extensive network not only broadens their outreach but also enhances the collaborative potential for their partners in an ever-changing industry landscape, ultimately driving innovation and growth.
Integrations Supported
AppsFlyer
Authorize.Net
Branch
Google Cloud Platform
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
RegEd
Date Founded
1994
Company Location
United States
Company Website
www.reged.com
Company Facts
Organization Name
Fintel Connect
Date Founded
2018
Company Location
Canada
Company Website
www.fintelconnect.com
Categories and Features
Complaint Management
Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
Compliance Training
Multiple Locations / Departments
Online / Self-Paced
Anti-Bribery Training
Certification Management
Conflicts of Interest Training
Content Builder
Customer Service Standards
Customizable Branding
Diversity Training
Fair Disclosure
Federal / State Regulation Compliance
Gamification
Harassment / Discrimination Training
Industry-Specific Courses
Instructor-Led Training
Interactive Quizzes
Progress Tracking
Reporting / Analytics
Role-Specific Versions
Security / Privacy Training
Text / Email Reminders
Workplace Safety