RegEd’s AI-Powered Advertising Review Solution Surpasses 350,000 Users, Solidifying its Position as the Most Widely Adopted Solution Among Industry Leading Firms 

Unprecedented user growth has been driven by continuous product innovation, including the integration of artificial intelligence, and widespread adoption among the largest financial institutions. RegEd, the leading provider of compliance solutions for financial services firms, has announced a significant milestone as its Advertising Review Solution reaches 350,000 users across more than 100 successful implementations. This achievement highlights RegEd’s unique ability to support the advertising compliance needs of the financial services industry at enterprise scale, with four of the five largest financial institutions in the US among its client firms.  RegEd’s Advertising Review Solution is the industry’s preferred solution because of […]

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RegEd to Showcase Enterprise Compliance Solutions at 2024 FINRA Annual Conference

Attendees will have the Opportunity to Learn How to Navigate Today’s Evolving Regulatory Landscape with RegEd’s Innovative Solutions at the can’t miss industry event. RegEd, the leading provider of compliance technology solutions for broker-dealers and financial services firms, is pleased to announce its participation in the 2024 FINRA Annual Conference in Washington, DC, from May 14-16, 2024. As a proud sponsor, RegEd will host a double kiosk, located at booth #36 in the M4 level exhibit hall, and a client welcome reception on Monday, May 13. The FINRA Annual Conference is an essential event for securities industry professionals, offering insights […]

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RegEd’s Xchange Alerts Solution Reaches 250 Million Data Updates, Setting New Milestone for Automated Producer Data Reconciliation

The industry’s most trusted solution for rules-based producer data reconciliation to reduce NIGOs and ensure accurate, up-to-date producer data achieves new breakthrough in scale, fueled by nearly 10 years of product innovation and continuous adoption by leading insurance companies and distributors. RegEd, the leading provider of producer management solutions for the financial services industry, today announced a significant milestone for the company’s pioneering Xchange Alerts solution, which has processed more than 250 million data updates over nearly a decade of industry leadership and innovation. The achievement underscores the effectiveness at scale of the solution’s rules-based data reconciliation engine, which, through […]

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RegEd Announces Significant Enhancements to its Market-Leading Xchange Producer Management Solution and Strategic Rebranding to Xchange iX

Continuous Innovation and New Advancements Pioneer an Era of Autonomous Licensing in Financial Services RegEd, a leader in producer management and licensing automation, today proudly unveiled its strategic rebranding of its flagship Xchange solution to Xchange iX, ushering in a transformative era for intelligent and autonomous producer management solutions which span onboarding, licensing and appointment, and credentialing within the financial services sector. This rebranding is a testament to more than two decades of relentless innovation and sustained excellence with its flagship Xchange platform, through which RegEd continues to raise the bar for a “best-in-class” standard. The rebranding to Xchange iX—where […]

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RegEd’s Advertising Compliance Solution Surpasses 6 Million Submissions, Setting New Industry Milestone

RegEd’s Enterprise Advertising Review achieves new breakthrough in scale, fueled by continued adoption by the industry’s leading firms and groundbreaking product innovation. RegEd, the leading provider of compliance solutions for financial services firms, has announced a significant new milestone as its Enterprise Advertising Review Solution surpasses 6 million review submissions supporting more than 200 million review decisions. This new mark underscores RegEd’s unique ability to enable marketing and advertising compliance review processes at enterprise scale, with advanced capabilities including the integration of artificial intelligence (AI). RegEd’s innovation and continuous investment in Advertising Review has made it the choice for the […]

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RegEd Launches ‘Compliance Control Center’ Technology Bundle to Deliver Best-In-Class Oversight for Midsized Broker-Dealers

New Offering From the Industry Leader Brings Together Compliance Management Capabilities Trusted by the Industry’s Largest Broker-Dealers and Delivers Them to SMBs and Growing Firms RegEd, a leading provider of compliance solutions for the financial services industry, has announced the launch of its Compliance Control CenterSM technology bundle. This comprehensive solution will meet the unique needs of SMBs and growing firms, who benefit from an all-in-one approach to compliance technology delivered by a single trusted partner. RegEd draws on its extensive experience serving the leading firms in the industry to bring together advanced compliance tools previously available only to the […]

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RegEd to Showcase Next-Generation Producer Management Solution at 2023 InsureTech Connect Conference

Xchange Producer Management delivers a single solution for all distribution channels, enabling rapid onboarding of agencies and agents to speed time to market. RegEd, the leading provider of compliance technology solutions to the financial services industry, including Xchange, the market-leading Enterprise Licensing and Registration solution, is proud to be a Silver Sponsor of the 2023 InsureTech Connect (ITC) Conference, held from Oct. 31-Nov. 2, in Las Vegas, NV. During the conference, RegEd will present its next-generation Xchange Producer Management solution, which was developed with input from some of the nation’s largest insurance companies. Jacob Spitzley, RegEd Director of Product Management, […]

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RegEd to Participate in 2023 AICP Annual Conference

RegEd, the leading provider of compliance technology solutions to insurance companies, broker-dealers and other financial services firms, is a proud Silver Level Sponsor and participant in the 2023 Association of Insurance Compliance Professionals’ (AICP) Annual Conference in Austin, TX, on Oct. 29 – Nov. 1, 2023. Conference attendees will learn about and discuss key issues facing compliance professionals at Property and Casualty and Life and Health companies. The event will bring together hundreds of senior insurance compliance professionals, regulators and industry thought leaders. “Breaking the Spell on Compliance and Discovering Your Magic” is the theme of this year’s AICP conference. […]

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RegEd’s Brandi Brown Appointed as Education Chair on SILA Board of Directors

RegEd, a leading provider of compliance and regulatory solutions for the financial services industry, is pleased to announce that Brandi Brown, Senior Vice President of Regulatory Affairs at RegEd, has been voted onto the Securities & Insurance Licensing Association (SILA) Board of Directors. Brown will serve as the Education Chair for a two-year term, commencing in January 2024. SILA is a highly respected industry organization dedicated to the promotion and enhancement of the professional growth of individuals and companies in the insurance and securities licensing industry. The Education Chair is a crucial position that plays an instrumental role in shaping […]

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RegEd Subject Matter Experts to Share Insights and Expertise at the 2023 SILA National Education Conference

RegEd, the leading provider of compliance technology solutions for the insurance and securities industries, is proud to announce the participation of its esteemed subject matter experts at the upcoming 2023 SILA National Education Conference. RegEd team members will be actively engaged in sessions and meetings throughout the conference, sharing their knowledge and insights on critical compliance and regulatory topics. RegEd will host a featured conference session during the conference, titled “The P&C Carrier and Insurance Broker of the Future: How Automation Can Drive ROI and Cost Efficiency for Licensing Operations.” This informative session will be presented by two of RegEd’s […]

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