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Huge welcome to Close Brothers Asset Management (CBAM)

Emma Howell

Emma Howell

Emma is Business Development Manager at Worksmart and has been involved in some 30 SMCR and Training and Competence systems implementations. After spending a number of years as a Mortgage and Investment Adviser in her early career, for the past 20 years she has put her experience to use in understanding the challenges faced by Financial Services firms and providing solutions that deliver real business benefit.

Exciting News – We would like to give a warm welcome to Close Brothers for coming on board!

Following an extensive review of the market, Close Brothers Asset Management (CBAM) selected Worksmart’s Accord solution to manage their SMCR workflow, activities, forms and reporting.  Accord automates the process, drawing individuals into the system to complete activities, reviews and sign offs in a timely manner and simplifies FCA Directory updates.  Accord also affords business users at CBAM the flexibility to configure templates and create custom forms without the need to incur additional services costs.

Get in touch with our knowledgeable and experienced team and let them guide you to the solution you need: +44 (0)1908 613613 info@worksmart.co.uk

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