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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Fintel Connect stands out as a premier growth marketing platform specifically designed for the financial sector, focused on empowering banks and financial institutions with innovative tools and insights that facilitate effective outreach to prospective customers while ensuring the delivery of appropriate products in a compliant and economical manner. Their advanced technology solutions are crafted to assist financial organizations in overcoming significant challenges, enabling them to reach and surpass their growth objectives. Additionally, Fintel Connect provides an all-encompassing partnership framework along with a dedicated network of affiliates and influencers, complemented by an AI-driven monitoring system to safeguard brand integrity and ensure content compliance. Furthermore, they offer comprehensive customer journey tracking and analytics tools that provide transparency regarding marketing performance. With a robust track record of over two decades in performance marketing, Fintel Connect proudly supports more than 85 financial brands and boasts a vast network of over 5,000 financial affiliates and influencers, showcasing their commitment to driving success in the financial marketing landscape. This extensive network not only enhances their reach but also enriches the collaboration opportunities for their partners in a rapidly evolving industry.

Description

RegEd offers the most extensive compliance management platform in the financial services sector, with over 80% of the leading firms relying on its capabilities. This singular solution effectively oversees the entire process of onboarding agents and advisors while ensuring compliance, providing a streamlined experience along with β€œclear to sell” notifications for distribution partners. It allows for efficient handling of regulations from various authorities, including FINRA, SEC, and state DOI, covering essential areas such as Advertising Review, Conflicts of Interest, and Branch Audits. Additionally, it encompasses all necessary aspects of compliance awareness, adaptability to regulatory shifts, and alignment with your firm’s policies and procedures. As a premier provider of Compliance Education, Product Training, and Annual Compliance Programs, RegEd facilitates over one million Continuing Education courses and insurance certifications annually, ensuring that professionals stay informed and compliant in a dynamic regulatory environment. This comprehensive approach not only enhances compliance but also empowers firms to maintain a competitive edge.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AppsFlyer
Authorize.Net
Branch
Google Cloud Platform

Integrations

AppsFlyer
Authorize.Net
Branch
Google Cloud Platform

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fintel Connect

Founded

2018

Country

Canada

Website

www.fintelconnect.com

Vendor Details

Company Name

RegEd

Founded

1994

Country

United States

Website

www.reged.com

Product Features

Complaint Management

Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Compliance Training

Multiple Locations / Departments
Online / Self-Paced
Anti-Bribery Training
Certification Management
Conflicts of Interest Training
Content Builder
Customer Service Standards
Customizable Branding
Diversity Training
Fair Disclosure
Federal / State Regulation Compliance
Gamification
Harassment / Discrimination Training
Industry-Specific Courses
Instructor-Led Training
Interactive Quizzes
Progress Tracking
Reporting / Analytics
Role-Specific Versions
Security / Privacy Training
Text / Email Reminders
Workplace Safety

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