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Description
Cyfeon offers a range of specialized products designed to assist companies in the financial services, communications, and energy sectors in automating essential business operations and enhancing their profitability. Their Commission and Revenue Share Management system is designed to automate and implement contract terms, fees, taxes, and payments accurately and on time, according to the rules you set, while meticulously tracking workflows and auditing approvals to ensure precise disbursements to both internal and external parties, as well as the timely collection of franchise fees. Additionally, the Control Room solution simplifies regulatory compliance by automating the management of watch-lists, research workflows, monitoring of outside trading, FINRA submissions, ad hoc reporting, audit trails, and tracking corporate action items, all within a cohesive Compliance Dashboard. This comprehensive approach not only streamlines operations but also ensures that companies remain compliant with evolving regulations.
Description
RegEd offers the most extensive compliance management platform in the financial services sector, with over 80% of the leading firms relying on its capabilities. This singular solution effectively oversees the entire process of onboarding agents and advisors while ensuring compliance, providing a streamlined experience along with “clear to sell” notifications for distribution partners. It allows for efficient handling of regulations from various authorities, including FINRA, SEC, and state DOI, covering essential areas such as Advertising Review, Conflicts of Interest, and Branch Audits. Additionally, it encompasses all necessary aspects of compliance awareness, adaptability to regulatory shifts, and alignment with your firm’s policies and procedures. As a premier provider of Compliance Education, Product Training, and Annual Compliance Programs, RegEd facilitates over one million Continuing Education courses and insurance certifications annually, ensuring that professionals stay informed and compliant in a dynamic regulatory environment. This comprehensive approach not only enhances compliance but also empowers firms to maintain a competitive edge.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Cyfeon
Founded
2011
Country
United States
Website
www.cyfeon.com
Vendor Details
Company Name
RegEd
Founded
1994
Country
United States
Website
www.reged.com
Product Features
Complaint Management
Case Management
Yes
Complaint Classification
Yes
Corrective Actions (CAPA)
Yes
Customer Complaint Tracking
Yes
Feedback Management
Yes
Forms Management
Yes
Issue Tracking
Yes
Quality Assurance Management
No
Routing
No
Self Service Portal
Yes
Social Media Monitoring
No
Survey Management
Yes
Product Features
Complaint Management
Case Management
No
Complaint Classification
No
Corrective Actions (CAPA)
No
Customer Complaint Tracking
No
Feedback Management
No
Forms Management
No
Issue Tracking
No
Quality Assurance Management
No
Routing
No
Self Service Portal
No
Social Media Monitoring
No
Survey Management
No
Compliance
Archiving & Retention
No
Artificial Intelligence (AI)
No
Audit Management
No
Compliance Tracking
No
Controls Testing
No
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
No
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
No
Workflow / Process Automation
No
Compliance Training
Multiple Locations / Departments
No
Online / Self-Paced
No
Anti-Bribery Training
No
Certification Management
No
Conflicts of Interest Training
No
Content Builder
No
Customer Service Standards
No
Customizable Branding
No
Diversity Training
No
Fair Disclosure
No
Federal / State Regulation Compliance
No
Gamification
No
Harassment / Discrimination Training
No
Industry-Specific Courses
No
Instructor-Led Training
No
Interactive Quizzes
No
Progress Tracking
No
Reporting / Analytics
No
Role-Specific Versions
No
Security / Privacy Training
No
Text / Email Reminders
No
Workplace Safety
No
