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? Reporting can easily be segmented by aggregator group and your internal BDMs, to name a few.
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.
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.
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.
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.
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.
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.