Licensing & Registration

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.