No matter where you sit within the financial services sector, Dacreed has a solution to help your business.
With thousands of users in the industry, Dacreed works with large institutions, lenders, insurers, funds, associations, aggregators and FAPs from 1 to 250+ financial advisers.
Dacreed is not a compliance consultant. We're not here to sell you on additional compliance services. We listen to what you want to do and use the Dacreed Platform to deliver it to you, ready to go.
Systemise your FMA Compliance obligations by automating how you interact with staff and third parties with reminders and real-time reporting:
Your team will receive automated reminders of all the actions required of them, with real-time reporting allowing you to automate your compliance calendar, manage obligations — complete with audit trails so you are ready for an FMA monitoring visit at any point in time.
"Using one word to describe Dacreed's contribution to Astute — Empowerment. We empower advisers to own their professional development, with full visibility of their progress. In a licensing environment, it's all about trust and teamwork."
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 industry with introducers. All parties in the relationship can, with the necessary consents, get the reporting they need with huge efficiencies for the finance companies and introducers.
Join New Zealand's leading financial services organisations already using Dacreed to manage their FMA obligations.