Reporting
Delivering advisor training and development, whilst maintaining and proving compliance with FSA regulations, is a substantial challenge for financial services companies. AITrackRecord has been specifically designed to deliver your advisor training and development strategy by enhancing your existing workflows, whilst continually providing business intelligence about your company’s current training progress and compliance status.
AITrackRecord’s powerful reporting provides you with the information you need to efficiently identify advisors, teams and managers that need support to develop their skills, knowledge and competencies. AITrackRecord provides in-system analytics that are integrated into the managers and advisors workflows, making identification of training and development opportunities simple.
In addition to the in-system management information, AITrackRecord also includes over 100 standard interactive reports and dashboards that you can drill down from to see areas that require action. AITrackrecord also has an advanced report writer, enabling you to create custom reports that can be presented as data or in graphical form.
AITrackRecord’s reporting also enables you to accurately collate advisor, departmental or company information for review by accredited regulatory bodies as part of an external audit by the FSA.
AITrackRecord’s advanced reporting functionality enables you to:
- View feedback, case checking, sales, training, assessment, competency information for advisors, managers, departments or your whole company
- Automatically identify training and development opportunities
- Receive automatic notification of non-compliance with FSA regulations or corporate objectives
- Maintain a full audit trail of training, development and compliance information
