Create a REG Exchange
Set up your Exchange within REG Network in minutes.
REG EXCHANGES FEATURE:
Analytics
Track Every Exchange.
Miss Nothing.
You send dozens, sometimes thousands, of information requests across your counterparty network. Without visibility into who has responded, who is overdue, and who needs a nudge, follow-up becomes a full-time job. REG Exchanges Analytics gives you a live dashboard of every Exchange in progress, so you always know where things stand and what needs your attention next.
See Every Exchange. Act on What Matters.
Analytics turns your Exchange activity into a single, real-time view. Instead of chasing responses across email threads and spreadsheets, you get a live breakdown of progress, engagement and outstanding actions, so your team spends less time checking status and more time acting on it.
Key Capabilities
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Comprehensive Dashboards
Get complete oversight of every Exchange from one screen. Progress, response rates and outstanding actions are all visible without digging through individual threads.
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Full Cycle Agency Management
Manage Exchanges centrally from creation to close. See a full breakdown of engagement, including pending, completed, rejected and withdrawn responses, without switching between systems.
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Automated Reminders and Follow Ups
Real-time data shows you exactly who has not responded. Set reminders and automate follow ups so outstanding actions get chased automatically, not manually.
How It Works
Send to one or thousands of recipients
Scale the same Exchange across your entire counterparty base.
Track progress via your dashboard
Monitor status in real time as responses come in.
View response rates and automate follow ups
See engagement broken down by pending, completed, rejected and withdrawn.
Remind recipients of outstanding actions
Automated reminders run in the background based on real-time data.
Keep a continuous conversation thread
Message recipients directly within the Exchange, so context never gets lost across email.
Why This Matters
Informed Decisions Real-time analytics let you react fast instead of waiting for a status update. You see exactly where each Exchange stands, the moment it changes.
Instant Messaging A built in messaging facility keeps a continuous conversation thread with each partner, so nothing gets buried in a separate inbox.
Automated Management Automated alerts, follow ups and reminders keep response rates high without manual chasing.
Real-World Examples
Collingwood Insurance Company Ltd
We would recommend the software to any potential client who is looking to streamline their due diligence function in making it automated and more efficient.
Generis Underwriting
REG is the best present you could give a start-up business. What I like about it is the ongoing monitoring, both from a financial perspective but also a compliance perspective.
Kindertons
It’s sped up the process, especially when it comes to onboarding people, because we’ve obviously got our due diligence to go through and everything’s there and so much quicker.
Frequently Asked Questions (FAQs)
What does the Analytics dashboard actually show me?
The Analytics dashboard provides a live view of every Exchange you have sent, broken down by status (pending, completed, rejected and withdrawn), along with response rates and outstanding actions for each recipient.
Can I automate follow ups, or do I still need to chase responses manually?
Reminders and follow ups can be automated based on real time response data, so outstanding actions are chased without manual intervention.
Does Analytics replace the need for someone to review outstanding Exchanges?
No. Analytics highlights what needs attention, but a person still needs to review flagged items and decide on the appropriate next steps. It removes the manual tracking work, not the judgement.
Can I message recipients directly from within an Exchange?
Yes. Every Exchange includes a built in messaging facility, allowing you to maintain a continuous conversation thread with each counterparty without leaving the platform.
Does this work whether I am sending an Exchange to one recipient or thousands?
Yes. The same dashboard and tracking apply whether you send an Exchange to a single counterparty or scale it across your entire network.
Is Analytics a separate product from REG Exchanges?
No. Analytics is a feature within REG Exchanges, which is included as part of your REG Network subscription.