Michael Pouliot
EVP – Head of Xchange Sales

Jacob Spitzley
Director, Product Management


Ensuring a Seamless Transition for Producer Data Management: How to Make the Business Case for a Commercial Producer Data Reconciliation Solution


As of June, 2024 NIPR will no longer offer Company Specialized Reports (CSR), which many firms rely on to maintain licensing and other producer credentialing data. Since the announcement RegEd has been in discussions with industry firms seeking an alternative method for maintaining producer data.

This session features two experts who examine all of the factors to consider associated with building your own producer data management process versus buying a commercial solution, so that firms can make an informed decision to ensure a seamless transition for your producer data management processes.

About RegEd

RegEd is the market-leading provider of RegTech enterprise solutions with relationships with more than 200 enterprise clients, including 80% of the top 25 financial services firms.

Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to cost-effectively comply with regulations and continuously mitigate risk.

Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients.


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