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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 IntelligenceBank?

IntelligenceBank is a comprehensive marketing operations platform built to help enterprise teams unify digital asset management, streamline creative workflows, and strengthen brand governance — all with integrated compliance capabilities. Tailored for marketing and compliance leaders, it offers greater oversight of content development, review processes, and campaign deployment to boost efficiency, brand consistency, and regulatory alignment. The platform features a secure DAM, configurable workflows, online brand portals, smart forms, and versioned approvals. It also includes granular user permissions, full audit logs, and tools for managing legal claims and regulatory disclosures. Organizations across finance, healthcare, government, franchising, and more rely on IntelligenceBank to improve speed-to-market while reducing risk. With out-of-the-box integrations for creative platforms, CMS, and enterprise tools, IntelligenceBank fits into your existing ecosystem — making it easier to manage assets, maintain compliance, and scale marketing with confidence.

Media

Media

Integrations Supported

Adobe Illustrator
Adobe InDesign
Adobe Photoshop
Drupal
Microsoft 365
Microsoft SharePoint
Outfit
Outreach
P2 for WordPress
Red Marker
Salesforce
Sitecore
Speak
Templafy
WordPress

Integrations Supported

Adobe Illustrator
Adobe InDesign
Adobe Photoshop
Drupal
Microsoft 365
Microsoft SharePoint
Outfit
Outreach
P2 for WordPress
Red Marker
Salesforce
Sitecore
Speak
Templafy
WordPress

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$567/month
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

IntelligenceBank

Date Founded

2009

Company Website

www.intelligencebank.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

Categories and Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Brand Management

Approval Process Control
Artwork Management
Asset Management
Change Management
Fulfillment Distribution
Project Management

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Marketing Planning

Budgeting & Forecasting
Collaboration
Flowchart
Goal Setting / Tracking
Marketing Calendar
Media Planning
Predictive Analytics
Presentation Tools
Project Tracking
Spend Management

MRM

Activity Planning
Analytics / ROI Tracking
Approval Workflow
Brand Management
Budgeting & Forecasting
Content Management
Digital Asset Management
Expense Management
Marketing Calendar
Strategic Planning

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

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