Do you deal with a wide range of independent financial advisers, financial intermediaries or introducers? Dacreed can automate all of this and much more.
Would you like visibility of who has done your training across your entire adviser network?
Would you like someone to manage their training on regulatory matters so you don't have to?
Would you like to offer benefits to your networks by giving them access to your valuable training for adviser CPD?
Do you need annual updates and attestations from your financial intermediaries?
We can also help you with all of your internal obligations. Use Dacreed to simplify your compliance:
Specifically designed for parties dealing with intermediaries or introducers, where you are required to provide a core level of training. This allows you to:
This unified system is ideal for lenders in the automotive or retail industries with introducers. All parties in the relationship can get the reporting they need with huge efficiencies for the finance companies and introducers.
See how Dacreed helps financial institutions manage adviser networks, product training, and regulatory evidence at scale.