RegEd Recognized in InvestmentNews 5-Star Technology Awards for AI-Powered Branch Examiner Assistant

Branch Examiner Assistant, powered by Eddie, delivers contextual regulatory guidance and firm-specific policy intelligence directly within the branch examination workflow

Raleigh, NC, Sept. 16, 2026 (GLOBE NEWSWIRE) --

RegEd, a leading provider of compliance technology solutions for the financial services industry, today announced its inclusion in the 2026 InvestmentNews 5-Star Technology Awards for Branch Examiner Assistant, an AI-powered capability embedded within RegEd’s Branch Audit Management solution. 

This marks the second consecutive year RegEd has received the distinction. In 2025, RegEd was recognized for its AI-Powered Advertising Review solution, which applies intelligent automation to help firms identify compliance risks, streamline reviews and maintain consistent oversight across marketing materials and communications. Together, the two recognitions demonstrate RegEd’s continued investment in purpose-built AI solutions that embed regulatory intelligence into critical compliance workflows. Read the 2025 award announcement. 

The InvestmentNews 5-Star Technology program recognizes innovative technology providers whose solutions address critical challenges for financial services professionals, deliver value to the industry and demonstrate meaningful differentiation in the marketplace. 

Branch Examiner Assistant addresses one of the most persistent challenges in branch examinations: giving examiners timely access to the regulatory and firm-specific guidance needed to evaluate findings consistently and confidently. Traditional processes often require examiners to move between multiple systems, manually research applicable FINRA and SEC guidance and cross-reference internal policies and procedures. This fragmentation can slow examinations, introduce variability and make it more difficult to support defensible outcomes. 

Embedded directly within the branch inspection workflow, Branch Examiner Assistant provides guidance at the point of need. The solution surfaces relevant regulatory information based on the context of an individual inspection question and presents applicable firm policies and procedures alongside that guidance. Examiners can access the information without leaving the RegEd platform or interrupting the examination process. 

How RegEd's Branch Examiner Assistant helps firms: 

• Reduce manual research by delivering relevant regulatory and policy information within the existing examination workflow. 

• Improve consistency across branches by giving examiners standardized access to applicable guidance. 

• Support more defensible outcomes with contextual information that helps examiners make well-supported decisions. 

• Increase examination efficiency by reducing the need to switch systems or search external sources. 

• Protect proprietary information through a secure architecture designed to keep firm compliance documentation within the system.  

“Branch examiners are expected to navigate increasingly complex requirements while conducting thorough, consistent and defensible inspections,” said Ethan Floyd, Chief Product Officer at RegEd. “Branch Examiner Assistant brings regulatory intelligence and firm-specific guidance directly into the examination experience, helping professionals spend less time searching for information and more time applying their expertise. This recognition from InvestmentNews reinforces the value of purpose-built AI that supports compliance professionals within the workflows they use every day.” 

Powered by Eddie, RegEd’s AI Compliance Assistant 

Branch Examiner Assistant is powered by Eddie, RegEd’s AI compliance assistant. Eddie brings contextual intelligence and advanced automation into RegEd’s compliance and credentialing solutions, helping firms reduce operational friction while keeping human expertise and accountability at the center of the process. 

Within Branch Audit Management, Eddie analyzes the context of the inspection question and draws from applicable regulatory guidance and firm-managed compliance materials, including written supervisory procedures and other firm policies. The result is targeted guidance designed to help examiners understand what to consider, recognize potential areas of concern and determine where additional review may be warranted. 

Eddie is designed to supplement professional judgment rather than replace it. By embedding intelligence directly within established compliance workflows, RegEd helps firms strengthen consistency, improve productivity and give compliance professionals clearer information when making decisions. 

“AI creates the greatest value in compliance when it is grounded in regulatory context, aligned with firm policies and integrated into the work compliance professionals are already performing,” said Frank Brienzi, CEO of RegEd. “Branch Examiner Assistant demonstrates that approach in action. This recognition reflects RegEd’s continued focus on developing intelligent technology that reduces complexity, strengthens defensibility and empowers compliance teams to operate more effectively.” 

RegEd’s inclusion in the 2026 InvestmentNews 5-Star Technology Awards further demonstrates the company’s commitment to advancing compliance technology through practical, secure and purpose-built AI innovation. 

About RegEd 

RegEd is the market-leading provider of RegTech enterprise solutions with relationships with more than 200 enterprise clients that represent more than 35 of the top 50 insurance companies.  

Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to cost-effectively comply with regulations and continuously mitigate risk.  

Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients. For more information, please visit www.reged.com.  

Madelyn Matthews
madelyn.matthews@reged.com