Webinar: Eliminate Inefficiencies in the Onboarding Process

Description: Efficient onboarding, including integrated background investigation and configurable workflows that automate FINRA submissions and fulfillment of licensing, registration and compliance requirements.

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Webinar: Eliminate Inefficiencies in the Onboarding Process

Efficient onboarding of new registered representatives is critical for broker-dealers. Yet many firms continue to rely on paper-based manual processes and redundant data entry, requiring constant intervention in the onboarding process and negatively impacting rep satisfaction. 

RegEd Registered Rep Onboarding delivers straight-through processing of new rep onboarding, including integrated background investigation and configurable workflows that automate FINRA submissions and fulfillment of licensing, registration and compliance requirements. It is the industry’s only onboarding solution that is integrated directly with FINRA WebEFT and supports multiple leading background investigation vendors.

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