Financial Advisors
AITrackRecord provides an efficient working environment to help advisors develop their skill, knowledge and competencies, whilst also enabling them to successfully meet company objectives.
AITrackRecord’s development plans, with automated workflows, support advisors in meeting their RDR and training requirements. The solution enables advisors and their managers to set activities with key milestones and automatic notifications. AITrackRecord records all completed CPD, training and assessments helping advisors to collate evidence that will enable them to qualify for their QCF level 4.
Powerful reporting enables advisors to ensure they are balancing their time effectively between personal development and sales performance. They can review the progress of their development and training plans, as well as their sales performance. Advisors can assign themselves additional training and competency development automatically, based on feedback from their managers or the case checking team. AITrackRecord’s reporting helps advisors to review their overall progress in meeting the 2012 deadline for RDR, enabling them to take proactive action where required.
AITrackrecord supports Financial Advisors by:
- Providing development plans with automated workflows that help drive them through training and development
- Enabling them to monitor their own performance in training, assessments, CPD, sales, reviewed cases
- Automatically notifying them of tasks, training or assessments that require completion
- Reporting on progress on completing CPD and training to meet the RDR 2012 deadline
