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Webinar
The Future of Distribution & Compensation Management:
Key Trends and Strategies -
Webinar
The Future of Distribution & Compensation Management:
Key Trends and Strategies
Speakers
Jackie Morales
Senior Principal
Datos Insights
Michael Pouliot
EVP, Sales
RegEd
Jacob Spitzley
Director, Product Management
RegEd
This informative webinar featuring Datos Insights, showcases the most current industry trends and survey findings from leading insurers and financial firms.
The industry faces critical decisions about modernizing their technology to attract and retain top talent, streamline producer management, and enhance operational efficiency. In this session we cover:
✔️ The Aging Workforce Challenge – How firms can bridge the generational technology gap.
✔️ Market Insights & Investments – Discover where firms are focusing their investments to stay competitive.
✔️ Technology-Driven Distribution – Why modern agent portals, CRM integration, and API-enabled solutions are becoming essential.
✔️ Strategic Approaches to DCM Modernization – Optimize onboarding, licensing, appointment, and compensation systems for seamless operations.
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.