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One of the most respected banking & wealth management groups chooses Worksmart

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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.

Worksmart is proud to have added one of the world’s most highly respected Banking and Wealth Management groups to its customer list.

Our client will be onboarding Worksmart’s SaaS Accord solution to manage the very stringent and complex requirements of the Senior Managers and Certification Regime (SMCR), with in excess of 4,000 users in the UK. The group had been using a competitor’s system to manage their obligations, record keeping and reporting under the regime for some years but, at contract renewal and following a review of available solutions on the market, came to the conclusion that Accord was a more configurable, intuitive and cost-effective option; enabling them to take more control over future changes without the need to incur additional services.

In addition to ticking the boxes of the core requirements of the regime itself, Accord offers additional functionality to manage the Training and Competence/Knowledge and Competence requirements of the firm under a single licence agreement.

If you would like to know more about how Worksmart can help your firm meet regulatory compliance across a range of areas, please contact the team on +44 (0)1908 613613 or visit our website.

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