Worksmart

Established in 1995, Worksmart provides many of the UK's most recognised financial brands with market leading software to support Training and Competence, Learning Management, Quality Assurance and Customer feedback. Our customers include three of the 'big four' clearing banks, global top 20 insurers, networks and IFAs. Our continual monitoring of the regulatory landscape and a team with many hundreds of years combined experience in regulated financial services means we understand the challenges our customers face and constantly refine our modules to improve people performance, sales quality and customer experience. We understand the importance of management information in keeping your business both efficient and compliant. The interoperability of our modules enables our customers to drive improvements across business units. For example, to initiate learning needs based on root cause analysis from complaints; to ensure that performance reviews are based on factual MI and that corrective action can be initiated and tracked; or to identify potential vulnerabilities and to automate intelligent file checking to mitigate risk.