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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

Ziflow helps creative teams deliver exceptional work. Our creative collaboration platform streamlines feedback on any creative asset from concept to delivery. With over 1,200 file types supported, SOC2 compliance and capabilities like automated workflow, version management and integrations with leading project management solutions, it's the first choice for organizations looking for the best enterprise online proofing solution. Our customers include Showtime, Splash Worldwide, AWS, Hilton, Weber Grills, WeatherTech, Olly and Everyday Health.

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

For busy marketing and creative teams that want to streamline their collaboration, review and approval process.

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

$9.00/month/user
Ziflow offers a free forever plan - try it out today. See additional pricing details for Ziflow below.
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 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 4.5 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • - Ability to organize proofs into custom files - Ability to have several users on an account (working together in real time) - Custom templates (who needs to be updated on changes)
  • I love the automated workflows that allow us to review and approve our creative a lot faster.

Cons

  • I don't have any cons to disclose. Can be tricky to navigate all the features if you are new to the platform, so make sure to have your team do a walk-through of the platform.
  • Noticed a bug or two but the team was very responsive in correcting.

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

Ziflow
Founded: 2017
United States
www.ziflow.com

Alternatives

Alternatives

Air

Air

Air.inc
 Compliance Star

Compliance Star

Thistle Initiatives
Predict360

Predict360

360factors
Compliance Aspekte

Compliance Aspekte

expertree consulting GmbH

Categories

Categories

Online Proofing Features

Audit Trail
Due Date Tracking
File Sharing
Markup Tools
Role-Based Permissions
Status Tracking
Version Control

Video Review & Collaboration Features

Activity Notifications
Annotations
Client Portal
Communication Tools
Customizable Branding / White Label
For Agencies
One-Click Approvals
Roles / Permissions / Groups
Side-to-Side Comparisons
Stages
Threaded Comments
Version Control
Video Editing
Workflow Management

Integrations

Adobe Creative Cloud
Asana
Basecamp
ClickUp
Dropbox
Encodify
Final Cut Pro
Google Drive
Jira
Microsoft Teams
Planview AdaptiveWork
Slack
Trello
Zapier
monday AI work platform

Integrations

Adobe Creative Cloud
Asana
Basecamp
ClickUp
Dropbox
Encodify
Final Cut Pro
Google Drive
Jira
Microsoft Teams
Planview AdaptiveWork
Slack
Trello
Zapier
monday AI work platform
Claim RegEd and update features and information
Claim RegEd and update features and information
Claim Ziflow and update features and information
Claim Ziflow and update features and information