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About

IntelligenceBank is a marketing operations platform that helps enterprise teams streamline digital asset management, marketing workflows, brand governance, and compliance. With features like a secure DAM, customizable approvals, online brand guidelines, dynamic forms, and audit trails, IntelligenceBank enables faster time-to-market while ensuring brand consistency and regulatory compliance. Used by leading organizations in financial services, healthcare, franchising, and government, IntelligenceBank integrates with creative, CMS, and enterprise tools to centralize content, automate processes, and reduce risk across marketing operations.

About

The industry’s most comprehensive compliance management platform, trusted by more than 80% of top financial services firms. The only unified solution to manage the full lifecycle of agent and advisor onboarding and compliance, delivering a seamless user experience and “clear to sell” signal for your distribution partners. Efficiently manage requirements from FINRA, SEC, state DOI and other regulators of the financial services industry. Including Advertising Review, Conflicts of Interest, Branch Audits and more. Everything you need to be aware of, comply with, and demonstrate compliance with relevant regulatory changes, including managing impact on your firm’s policies and procedures. The leading provider of Compliance Education, Product Training and Annual Compliance Programs, RegEd delivers more than one million CE courses and insurance certificates each year.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Marketing and Compliance Teams

Audience

Financial services firms interested in a powerful compliance management platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$567/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

IntelligenceBank
Founded: 2009
www.intelligencebank.com

Company Information

RegEd
Founded: 1994
United States
www.reged.com

Alternatives

Alternatives

Predict360

Predict360

360factors
 Compliance Star

Compliance Star

Thistle Initiatives
Compliance Aspekte

Compliance Aspekte

expertree consulting GmbH

Categories

Categories

Board Management Features

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Brand Management Features

Approval Process Control
Artwork Management
Asset Management
Change Management
Fulfillment Distribution
Project Management

Digital Asset Management Features

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

Knowledge Management Features

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

MRM Features

Activity Planning
Analytics / ROI Tracking
Approval Workflow
Brand Management
Budgeting & Forecasting
Content Management
Digital Asset Management
Expense Management
Marketing Calendar
Strategic Planning

Marketing Planning Features

Budgeting & Forecasting
Collaboration
Flowchart
Goal Setting / Tracking
Marketing Calendar
Media Planning
Predictive Analytics
Presentation Tools
Project Tracking
Spend Management

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Integrations

Adobe Illustrator
Adobe InDesign
Adobe Photoshop
Drupal
Microsoft 365
Microsoft SharePoint
Outfit
Outreach
P2 for WordPress
Red Marker
Salesforce
Sitecore
Speak
Templafy
WordPress

Integrations

Adobe Illustrator
Adobe InDesign
Adobe Photoshop
Drupal
Microsoft 365
Microsoft SharePoint
Outfit
Outreach
P2 for WordPress
Red Marker
Salesforce
Sitecore
Speak
Templafy
WordPress
Claim IntelligenceBank and update features and information
Claim IntelligenceBank and update features and information
Claim RegEd and update features and information
Claim RegEd and update features and information