RegEd
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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Ziflow
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.
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IntelligenceBank
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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PerformLine
PerformLine empowers leaders with a first-line of defense solution to mitigate compliance risk across consumer touchpoints including web, voice, chat, email and social. By combining scalable technology with a proprietary rule engine, PerformLine automates the path to discover, monitor and mitigate compliance risks and ensure brand safety. Automatically discover, score, and continuously monitor your brand across millions of web pages, including content sites, search, lead generation, merchants, and partners for regulatory and brand compliance. PerformLine finds and alerts you to potential compliance and brand issues that pose a risk in your marketing and sales channels, quickly and efficiently. Extensive workflow management brings order to your compliance program to drive faster resolutions to potential regulatory and brand violations. Deep intelligence on the channels, partners and reps you monitor to make proactive, data-driven decisions to move your business forward, compliantly.
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