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Recorded live at the 2023 RegEd Compliance Alliance
Removing Friction For Your Financial Professionals:
Streamlined Onboarding Through Next-Gen Technology
Originally recorded April 3, 2023
Speakers
Joe Palmer
BD Compliance Manager
Allstate
Tim Ryder
Vice President, Head of Field Services
National Life
Cheryl Schroeder
Manager, Field Agency Services
Ameritas
Evan Groot
Global Go To Market Director – Insurance
Salesforce
Removing Friction For Your Financial Professionals: Streamlined Onboarding Through Next-Gen Technology
Overview
Recorded live at the 2023 RegEd Compliance Alliance conference, this session features a panel of sales and distribution leaders to discuss the current state of agent and agency distribution. Topics include managing multi-channel distribution, maintaining producer loyalty, data management and digitization, product strategy, agent/agency onboarding and credentialing, field services and more. Panelists share both challenges and opportunities, as well as their thoughts on the future state of the industry.
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.