Products
With many leading retail financial services companies as clients, Worksmart is the UK’s leading provider of compliance management and sales productivity software to the industry. We have designed our software tools to be business rules agnostic to allow your best practice and competitive advantages to be deployed uniformly across all units and locations.
Complaints Management System
Complaints management is a critical but time consuming task for you as a financial services organisation. careSmart can provide you with the ability to accurately capture, classify and analyse the detail of all feedback, enabling you to manage the complaints and customer feedback process to drive business change, reduce customer dissatisfaction and improve profitability.
Perfecting the customer experience
As Treating Customers Fairly becomes a greater influence on your organisation, how you track and monitor your customers feedback, ensuring consistency in every interaction may make you partially FSA compliant… but imagine being able to use that captured data to fully understand the root causes and issues affecting your customers, identifying any areas of concern before they escalate… functionality like this will deliver to your excellence agenda setting the standard for you to be a market leading organisation.
Building a customer service organisation of excellence
The point at which a customer complains is often the greatest test of the relationship between the customer and your organisation. The ability to track and manage that customer’s feedback should no longer be seen as a costly inconvenience but a key opportunity to develop more profitable and sustainable relationships with your customers. Our careSmart software is the result of many years continuous development and refinement with major financial services customers.
Tracsmart
Tracsmart is the core engine that drives all our modules. It is a flexible workflow tool that is deployable to one team or across a whole organisation and manages the connecting of people, business rules and actions. There are tens of thousands of users who use the system as their office; their filing cabinet for all the forms; their email reminders and diary; and their shared tool to allow subordinates to be managed and tested and directors to revie
Training and Competence Management
Tracsmart is the perfect tool to manage both the record-keeping and the implementation of T&C processes. It gives senior management specific information and key performance indicators (KPI) for individuals and teams, and allows for successful monitoring (both in the field or at Head Office) of Training and Competence activities.
Treating Customers Fairly - TCF
Are you still preparing your plan, arguing about the data or still thinking about how to connect your management information to underlying processes? Talk to Worksmart...
Complaints Management
Our Caresmart module is specifically designed to meet the needs of Financial Services managers who have a regulated complaints process to adhere to. Normal helpdesk systems fail to satisfy because there is no audit capacity, no root cause analysis and no upward referral to FOS. Caresmart has been refined over many years by major bank and building society customers to help manage a demanding balance of requirements and compliance regimes.
Testing Management
Testsmart allows companies to better manage knowledge in their organisations. All colleagues are, to an extent, regulated by company rules, guides, codes and statutory controls and the management of this is usually achieved by a mix of communication and review processes.
Fact Find / File Checking
Our Checksmart module manages the entire file checking process and provides comprehensive management information. Its principles can be applied to any process that needs step-completion and authorisation to be closely managed and controlled.
Productivity Management
Our Actsmart module is used by customers to performance manage their staff. You set benchmarks, track activity and view the results. The data is all in the right place and your coaching is more powerful as a result. Using Actsmart gives your team leaders and managers the ability to carry out more one-to-one meetings and handle a greater number of direct reports because the system pre-prepares the review documentation with your own key performance indicator data.
