tracSmart

Over a period of ten years Tracsmart has become the industry T&C solution of choice for household Banking and Financial Services brands which rely on a depth of proven functionality and a robust platform to satisfy the toughest of regulatory requirements.

Tracsmart is the tool of choice for over 30 leading companies. It is a flexible workflow tool that is deployable to one team or a whole enterprise and manages the connecting of your people, your business rules and actions. There are tens of thousands of users who use Tracsmart as their office; their filing cabinet for all their forms, reminders and their shared tool to allow subordinates to be managed compliantly and tested. It provides the real time data for Managers/Directors to review actions, breaches and coach for higher performance.

Most of our customers believe Tracsmart is the core of the ‘robust systems and controls’ called for by the Regulator. They believe that the system allows their Managers to actually see what is going on rather than continually comparing incompatible data.

Benefits

• Proven solution to deliver your business rules consistently to teams, offices and regions
• Developed with customers to meet requirements demanded by the regulators
• Embeds best industry practice in training and competence in a traditional sales control style or a modern Learning and Development approach
• Intuitive electronic forms tailored to meet your business requirements
• RDR ready and future proof with business as usual change self-managed
• Self-service administration for employees and managers saves significant management time
• Real time, personalised MI and regulatory reports automatically generated
• Gives management the ability todrive change and see cause and effects

Key features

• Flexibility to deliver your T&C Scheme via intuitive electronic forms tailored to suit
• Workflow software designed to handshake with front and back office processes
• Administered in-house for low costs in use and maximum operational flexibility
• Breach and Professional Standards data visible and reportable throughout in real time
• Integrates seamlessly with 3rd party Point of Sale & HR software
• Complete history of individual’s performance for personnel licensing and tracking
• Secure electronic signature functionality drives paperless performance
• Regulatory reports automatically generated
• 2012 readiness with CPD tracking system as an optional clip in forms set
• Choice of rapid deployment options either Installed or Hosted / SAAS 

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