checkSmart
checkSmart is the industry leading sales quality checking tool for the Financial Services sector. Proven and effective – it transforms the interface between sales and central quality teams when used in harmony with your CRM and Point of Sale system. Purposely designed to accurately manage the entire file checking process end to end, delivering increased compliancy, sales velocity and comprehensive consistent real time management information.
Benefits
- Intelligently manages and gives central visibility and control by a small core team over many regulated products sold to many customers by many sales people
- Provides strong evidence of appropriate controls over “right product to right people”
- Reduces sales cycle time for increased top line sales performance
- Enhanced process productivity and a strong ROI business case
- Reduced regulatory risk with tightened systems and controls from less people
- Eradicates paper driven processes decreasing the risk of lost information
- Highlights inconsistent sales processes and skills in particular locations, teams or product streams
- Opens the communication channels between teams speeding up the entire sales process
- Delivers to group-wide initiatives on TCF, Compliance, Cost Cutting and Customer Satisfaction
Key features
- Proven robust technology delivering for banks, building societies and financial sector customers nationwide
- Flexibility to work with your specific business structure, products and business rules
- Embedded rules engine allows automated case sampling for a risk based approach
- Themed checks enabling more detailed review of certain products or particular offices
- Ability to drive remedial actions – on time and to standard
- Full security with validation, case review escalation and electronic signatures
- Trending and KPI monitoring for root cause analysis
- Quality Assurance processes for checking the checkers
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