Solutions

With ever increasing regulatory demands being placed on companies operating in the financial services industry, it is essential to have complete and accurate visibility of training and development, sales performance, customer feedback and overall corporate compliance. With people as the key enabler within your business ensuring that they are properly trained in both knowledge and skill, with supportive and appropriate management is critical. AITrackRecord will enable you to:

             • Develop individual employee development plans

             • Create automatic employee development workflows

             • Deliver consistent companywide training and competency management

             • Gain a 360 degree view of an employee’s performance by comparing CPD and qualifications training with case audits and customer feedback

             • Ensure consistent companywide sales delivery

             • Monitor the impact of training and competencies against regulatory requirements including TCF, outcomes based regulation, RDR and MMR

             • Have a complete audit trail and evidence log for FSA audits

AITrackRecord is a proactive monitoring solution designed for regulated financial services companies. Information is directly presented to the user for action with a supportive workflow. Triggers ensure that where there are areas of concern these are highlighted, so that a remedy can be applied as quickly as possible.

We work with some of the leading financial services companies in the industry delivering software and consultancy solutions that solve the industry's key challenges around employee development, treating customers fairly, RDR, FSA audits and increasing productivity.