Automate compliance for your adviser networks
Do you deal with a wide range of independent financial advisers, financial intermediaries or introducers? Dacreed can automate all of this and much more.
Challenges we solve for financial institutions
Training Visibility
Would you like visibility of who has done your training across your entire adviser network? Reporting can easily be segmented by aggregator group and your internal BDMs, to name a few.
Regulatory Training
Would you like someone to manage their training on regulatory matters so you don't have to? If there are common areas of training that advisers or intermediaries hate being trained on again and again, we have standardised training and testing we can share so they only need to do it once.
Network Benefits
Would you like to offer benefits to your networks by giving them access to your valuable training for adviser CPD? Advisers are grateful for valuable training, and it helps your brand. Help them access it by having the training go to them and not making them come to your training.
Annual Attestations
Do you need annual updates and attestations from your financial intermediaries? Whether these are for individuals or the FAPs, we can systemise how these updates and attestations are gathered for you.
FAP Management Visibility
Using Dacreed allows the management teams in subscribed FAPs to see who has completed the training that you have provided. Completion automatically maps to the adviser's CPD record which is visible to management and can be easily used for their professional development plan, increasing the likelihood of your courses being a key component of annual training.
Making Life Easy for Advisers
Advisers already have a lot on their plate. Making your training courses available on the system that they already use means it is easier to access, one less username and password to remember and the reminders all coming through in one system.
Dacreed can automate all of this, and much more
We can also help you with all of your internal obligations. Use Dacreed to simplify your compliance:
- Product training and accreditation
- Evidence regulatory compliance
- Collect annual declarations
- Registers
- Comprehensive reporting
Introducer and Intermediary 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:
- Rely on Dacreed's partner Professional IQ for core compliance training on areas like the CCCFA, Consumer Guarantees Act, Fair Trading Act, Privacy Act, and the Responsible Lending Code
- Reduce the need for BDMs to train or follow up with intermediaries by using the training provided through Dacreed
- Get real-time reporting on completion rates across your network with drill-down reporting for BDMs based on their allocated businesses and contacts
- Allow intermediary companies like car dealerships to update their details and provide annual declarations to your business
- Win favour by reducing the burden on your intermediary network, training done on Dacreed can be done once by intermediaries and provided to multiple parties
- Add to the core training with your own bespoke courses delivered on the same Dacreed platform
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.
Ready to automate your
network compliance?
See how Dacreed helps financial institutions manage adviser networks, product training, and regulatory evidence at scale.