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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.

About

Affordable, flexible, and user friendly omnichannel help desk software helping businesses of all sizes deliver WOWing customer experience. Wowdesk automates tracking, recording, life-cycle of customer service requests and then streamline resolution process. Wowdesk brings together all customer requests from multiple channels into one unified platform. Automate your complaint management processes with Wowdesk to meet regulatory and compliance requirements, ensure customer satisfaction, prevent recurring problems and more effectively track and manage customer complaints. Powerful reporting tools and dashboards provide meaningful metrics to measure performance, customer satisfaction, and return on action.

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

Financial services firms interested in a powerful compliance management platform

Audience

From startup to fortune 500..suitable for all industries including professional services, health care, technology, financial, insurance, logistics, hospitality, transportation, and government

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

No information available.
Free Version
Free Trial

Pricing

$5.00/month/user
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

RegEd
Founded: 1994
United States
www.reged.com

Company Information

Wowdesk
Founded: 2018
United States
wowdesk.com

Alternatives

Predict360

Predict360

360factors

Alternatives

 Compliance Star

Compliance Star

Thistle Initiatives
Freshdesk

Freshdesk

Freshworks
SutiDesk

SutiDesk

SutiSoft
Compliance Aspekte

Compliance Aspekte

expertree consulting GmbH

Categories

Categories

Complaint Management Features

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

Help Desk Features

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
Incident Management
Interaction Tracking
IT Asset Management
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Issue Tracking Features

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Integrations

Facebook
Google Drive
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft Word
X (Twitter)

Integrations

Facebook
Google Drive
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft Word
X (Twitter)
Claim RegEd and update features and information
Claim RegEd and update features and information
Claim Wowdesk and update features and information
Claim Wowdesk and update features and information