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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Marketing and Compliance Teams
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Audience
Financial services firms interested in a powerful compliance management platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$567/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationIntelligenceBank
Founded: 2009
www.intelligencebank.com
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Company InformationRegEd
Founded: 1994
United States
www.reged.com
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Categories |
Categories |
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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
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Integrations
Adobe Illustrator
Adobe InDesign
Adobe Photoshop
Drupal
Microsoft 365
Microsoft SharePoint
Outfit
Outreach
P2 for WordPress
Red Marker
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Integrations
Adobe Illustrator
Adobe InDesign
Adobe Photoshop
Drupal
Microsoft 365
Microsoft SharePoint
Outfit
Outreach
P2 for WordPress
Red Marker
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