A huge welcome to Close Brothers Asset Management (CBAM)
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) […]
Wealth management practice chooses Accord for their SMCR solution
We are delighted to announce that Helm Godfrey have chosen our dedicated SMCR solution, Accord, to manage their conformance to the SMCR regulation in the U.K. Helm Godfrey is one […]
SM&CR As A Journey – Are We There Yet?
On Thursday the 4th February, I was invited by the TISA team to speak at their most recent SM&CR event. As always, the TISA team had lined up a knowledgeable […]
A Big Thank You From Recognise Bank!
A thank you goes a long way, particularly in these difficult times. That is why I was delighted to receive a thank you from Jason Oakley, Chief Executive Officer, at […]
Ascot Lloyd Chooses Accord For SMCR
We are delighted to start the New Year with the news that Ascot Lloyd have chosen our multi-award winning SM&CR solution, Accord, to manage their compliance with the SM&CR regulations. Established […]
Accord Shortlisted As Best Compliance & Regulatory Technology Solution
We are delighted to announce that Worksmart’s dedicated SMCR solution, Accord, has been shortlisted for the best Compliance & Regulatory Technology solution at the annual Credit & Collections Technology Awards. […]
1pm Selects Accord For Managing SMCR
Worksmart are pleased to announce that 1pm has chosen Worksmart’s dedicated SMCR solution, Accord, to manage their conformance with the SMCR regulation. 1pm Group is an independent AIM listed finance […]
Lowell Financial Selects Accord For SMCR
We are excited to announce that Lowell Financial have chosen our dedicated SMCR solution Accord to manage their conformance with the SMCR regulation. Lowell Financial are widely acknowledged as being […]
Marex Spectron Chooses Accord For SMCR
We are excited to welcome Marex Spectron as new customers of our award winning solution, Accord, for managing their adherence to the SM&CR regulation. Marex Spectron is a UK based broker, with […]
Global ‘Top 10’ Investment Management Firm Selects Accord For SMCR
Worksmart are thrilled to announce the addition of one of the world’s ‘top ten’ Investment – Asset Management organisations as customers for our dedicated SM&CR solution, Accord. Accord will manage their compliance […]