Worksmart Solutions

Worksmart provides a comprehensive suite of solutions tailored for the financial services marketplace, focusing on enhancing complaint management, ensuring quality assurance, and managing training and competence effectively. Their flagship products, Caresmart, Checksmart, and Tracsmart, are designed to address the unique challenges faced by financial institutions.

Caresmart: An award-winning RegTech solution that streamlines complaint management processes across organizations. It features intuitive dashboards that allow teams to manage complaint caseloads efficiently, accelerate resolutions, and generate necessary regulatory reports. With ISO 27001 certification, Caresmart assures clients of its commitment to information security while adapting to growing consumer expectations and regulatory demands.

Checksmart: This quality assurance solution is essential for maintaining high standards in customer interactions, crucial for compliance with Consumer Duty regulations. It offers a configurable, risk-based rules selector for reviewing customer interactions and ensures follow-up actions are implemented for continuous improvement. Checksmart is also ISO 27001 certified, underscoring its reliability in safeguarding data.

Tracsmart: Focused on Training and Competence management, Tracsmart provides tools for regulatory compliance and competence management through configurable performance review templates, workflow and authorization features, and integrations with other systems. This ensures organizations can effectively manage employee competence and support ongoing professional development.

Worksmart's proven track record and client endorsements highlight their capability to deliver solutions that enhance efficiency, compliance, and customer satisfaction in the financial services sector.