Dacreed Pressroom

#dacreed

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Blog
Three Key RegTech Trends From 2023
As we reflect on 2023, three key RegTech trends stood out to us... 1. The integration of AI, including Gen AI, in regulatory compliance signalled a significant, albeit cautious, shift among regulated institutions 2. The global political climate highlighted the urgent need to bolster efforts in pre
Jade Couper
December 20, 2023
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News
Embracing Change: The Dacreed Journey
We have exciting news! We're thrilled to unveil a significant transformation – TeamsPlus has evolved into Dacreed! This transition is a testament to our unwavering commitment to simplifying your professional journey. We believe in making compliance and training seamless, which is why we've stream
Jade Couper
October 02, 2023
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Case Studies
RMA Financial Case Study
“Dacreed's TeamsPlus 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 requirement
Jade Couper
September 19, 2023
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Blog
CPD - Not simply ticking the compliance box
CPD - if you are investing your time, use it to expand your skill sets - the value is not simply ticking the compliance box. As a Financial Advice Provider (FAP), it is essential to have good systems in place to easily record and keep up to date with your Continuous Professional Development (CPD).
Jade Couper
September 07, 2023
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Blog
Appreciation in the workplace: Why kudos matters
Success, big and small, happens every day. It doesn’t take much to say a simple well done but feeling appreciated can make a team member's day. Employee recognition in the form of peer-to-peer kudos and feedback is essential for building a tight team that stays together. Recognition is one of the
Tim Larkin
September 05, 2023
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Blog
FAPs are adopting technology to cut the costs of compliance.
Compliance for financial advisors is not only becoming expensive, it is time consuming. But it cannot be avoided. The Financial Markets Association (FMA) requires Financial Advice Providers (FAPs) to have robust systems in place for managing their professional development and compliance.This includ
Jade Couper
September 05, 2023
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Blog
The Game-Changer in CoFI Compliance: Why Dacreed is Essential for New Zealand's Financial Services Industry
In a rapidly evolving financial landscape, compliance with the Conduct of Financial Institutions (CoFI) regulations has never been more crucial. Financial advisers in New Zealand are facing mounting pressure to ensure they're not just ticking the regulatory boxes but truly serving the best interests
Jade Couper
August 31, 2023
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Blog
Staff Retention! - Is your company doing what it can to keep staff churn low?
Investing in professional development and continuous learning is crucial for retaining employees in today's workforce. A reported 75% of businesses are experiencing talent shortages, making it more important than ever to invest in your staff to keep them engaged and satisfied. The gap between what
Jade Couper
August 16, 2023
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Blog
PTEs and training organizations join the wave of organizations using new tech.
As the world of work continues to evolve, the need for ongoing education and professional development has never been greater. Private Training Establishments (PTEs) like [Professional IQ College](https://professionaliq.co.nz/) (PTE for financial services) and training organizations are at the foref
TeamsPlus
March 27, 2023
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Case Studies
Astute case study
“Our LMS solution was not user friendly or very intuitive to use. It did not display the CPD hours completed by an advisor at any given point in time consequently CPD monitoring became a cumbersome and time-consuming process requiring the use of manual spreadsheets." > -Nikhil Ghate, Quality Assura
Tim Larkin
November 29, 2021