"Dacreed was very easy to implement and saves our business significant amounts of time and effort in compliance compared to our old processes. It is also a brilliant platform to create training content and support our members, as well as ensure they are all meeting regulation requirements."
RMA Financial
The challenge
RMA Financial needed a way to systemise compliance across their member network — replacing fragmented processes with a single platform that could handle training content delivery, CPD tracking, and regulatory evidence-gathering in one place.
The solution
RMA Financial implemented Dacreed to centralise their compliance and training operations. The platform allowed them to build and roll out tailored training content, monitor member completion, and maintain the kind of audit-ready records the FMA expects.
The results
- Significant time savings compared to their previous manual processes
- Effortless training rollout to all members from one central platform
- Confidence at audit time with a clear evidence trail across the whole network
If you're running compliance and training across a member network, having everything in one platform — instead of stitched together with spreadsheets and emails — pays for itself many times over.
See Dacreed in action
Book a quick demo and we'll show you exactly how Dacreed makes compliance and professional development easy.
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