Powerful Credentialing Solutions Enable Unparalleled Efficiencies

RegEd’s Enterprise Registration and Licensing solution has been implemented in more than 150 financial services firms. Xchange is unique in its ability to drive operational efficiency and optimize the full range of processes across onboarding and registration and licensing activities. Producers and reps self-service licensing and registration transactions via a private-labeled web front-end. Data is captured once and then reused and updated automatically through integration with regulatory databases and internal systems. Xchange dramatically reduces transaction processing time — often by 50% or more – and improves speed to market, increasing rep and agent satisfaction, and maximizing the opportunity for revenue generation.


Xchange Enterprise Overview

Manage insurance and securities credentialing in a unified solution.

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Alerts 2.0

The industry’s only fully automated credentialing data management solution.

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CE Central

Simplify producer compliance with state CE requirements.

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FINRA Registration Profiles

Manage registration information for each rep to ensure regulatory requirements are met.

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Outsourcing Services

Gain access to the most experienced team in the industry.

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Producer Contracting

Fully automate and streamline the producer contracting process.

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Registered Rep Onboarding

Fully automate and streamline the rep onboarding process.

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State Requirements

The industry’s most complete and current producer licensing resource.

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Why Xchange?Key Capabilities and Benefits

Firms that have implemented Xchange benefit from lower operational costs, reduced non-compliance risk and increased producer / rep satisfaction.

Complex hierarchy management

Efficient transaction processing and management by exception enables dramatic efficiencies and speeds producer and representative time to market.

Automated data synchronization

Automated data synchronization of producer / rep data with FINRA and the NIPR ensures accurate data populates transactions, reducing non-compliance risk.

Business process automation

Business process automation drives efficiency in transaction preparation, transaction processing and data maintenance, enabling firms to realize a material return on investment.

Comprehensive reporting

Enterprise capabilities provide reporting, both on-demand and using pre-defined report formats. Readily produce documentation to satisfy requests from internal stakeholders and regulator examiners.

Related Updates

Read about the latest trends, hot topics, and developments affecting licensing and registration.

RegEd Named SILA 2017 Organization of the Year

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RegEd has been named the SILA Organization of the Year. The award was announced at the 2017 SILA National Education Conference in Orlando, FL on September 26, 2017.

RegEd Compliance Thought Leaders to Participate in 29th Annual SILA National Education Conference

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RegEd will participate in the 2018 SILA National Education Conference in Indianapolis, IN on Sept. 30-Oct. 3, 2018.

Related Resources

Access thought leadership content to learn more about licensing and registration best practices, RegEd solutions and more.
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