Strategic Overview

Worksmart is a 10 year veteran of the FSA regulated workflow marketplace – since our first sales tool for a major insurer delivered in 1996 we have moved from sales productivity tools through regulated sales activity tracking and now to enterprise-wide middleware for sales, compliance and HR activities.

All our customer’s decision makers have a difficult balance to maintain over performance and risk, cost and control. 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.

• Connect sales, checking, HR & rewards, customer care, compliance and training teams with a common language
• Directly link complaints feedback to corrective actions and force the organisation to “learn”
• Deliver auditable compliance reporting and MI across the whole business
• Demonstrate that TCF is a given in your organisation’s culture from Board to operator level
• Priced to reward enterprise wide adoption and normally well below internally built solutions
• Drive daily working efficiency and increase the pace of the business by compelling real time activity and viewing real time MI
• Dramatically cut paper usage, form filling, archiving costs and wastage
• Drive a performance management culture where you have confidence that the people are competent and the systems and controls are robust

Worksmart has a number of major bank and building society, life and investment companies, distributors and IFA groups that are current clients and can act as reference sites for us.