With the provision of advice and process management becoming increasingly influenced by digital practice, it’s essential that regulated firms respond quickly to rapidly evolving market needs. Making sure that product innovations are sold appropriately or that new processes are correctly followed is equally important and this is achieved by using Checksmart. This market leading product enables your business to quickly identify areas of risk, and respond immediately if there is a problem.

Keeping a check on your advice and process governance is no longer about random or alphabetical approaches.  It’s all about the rules and the risks.  The margin for human error using paper based or ad hoc checking systems is now outdated given the demand for greater scrutiny and efficiency.

Checksmart has been taking the quality assurance (QA) headache away from a wide range of financial services firms for some time, providing a system that enables everyone in the business to communicate electronically, and with ease. Checksmart takes your internal data and connects it to your QA process, securely, quickly, automatically.

You want to manage your customer interactions with assurance. Consumers want to engage, with assurance. Checksmart provides that capability, along with the reassurance that you are meeting all the industry benchmarks when it comes to proven and best practice.

Implementing Checksmart, reduces your regulatory risk and increases your productivity through more effective risk management and monitoring.  It’s a smarter way to regulatory and business advantage.