
Testimonials
Company:
UK Mortgage Broker
Quote:
"We have addressed all regulatory concerns and have a true enterprise solution, where this information is used to drive actions, across all areas of the business."
Position:
Chief Operating Officer
Company:
UK Retail Bank
Quote:
"Our analysis shows that Worksmart has saved over half a day a week of every Sales Manager’s time, plus an almost equal amount of time of each sales person."
Position:
Sales Director
Company:
Corporate Financial Services Group UK
Quote:
"We now have a whole new dimension to our communications and control. It is a huge improvement, particularly in terms of self-service administration."
Position:
Training & Competence Manager
Company:
Major UK Building Society
Quote:
"Our previous system was very laborious and we couldn’t get MI off the back of it, so we were going to struggle with meeting regulatory reporting requirements. This problem has been solved."
Position:
Service Recovery Manager
Company:
Major Outsourcing Group
Quote:
"Worksmart has streamlined everything, particularly with the ability to get sign off. It allows us to have control and immediate access to information in a common format."
Position:
Operations Director
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- About Us
- Financial Products
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- My Job Role is
- The Solution I Want
- Paperless compliance workflow
- Tools to manage compliance and risk
- Robust systems and controls
- Driving sales performance
- Managing my T & C scheme
- Managing complaints in a compliance way
- Stop the clock functionality
- Ensuring my staff are tested and able
- Total organisational compliance
- Quality checking files and cases
- Providing a compliance dashboard
- Worksmart to help me with industry best practise implementation
