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What is Worksmart?

We leverage our vast knowledge in Financial Services alongside a dedicated focus on developing solutions that optimize both time and resources while supporting necessary regulatory changes. Our offerings feature a range of award-winning RegTech tools, all grounded in a deep understanding of market dynamics and regulatory perspectives. Whether addressing Training & Competence (TC), Quality Assurance (QA), the Senior Managers & Certification Regime (SMCR), or Complaints Management, we aim to bolster your Governance, Risk, and Compliance initiatives. As the realm of advisory and process management increasingly transitions to digital platforms, it becomes essential for regulated entities to swiftly adapt to the rapidly evolving market landscape. Furthermore, it is widely acknowledged that critical roles within regulated firms must comply with the FCA’s Training and Competence (T&C) regulations, which have been integral to the financial services industry for decades and a regulatory requirement since the 1990s. In this continuously changing climate, maintaining a proactive stance on compliance obligations is more important than ever, ensuring that organizations can navigate challenges effectively and remain competitive.

What is Claimly?

Claimly is a cutting-edge software platform designed to simplify and improve the handling of complaints and claims. Whether your organization is focused on addressing customer feedback or managing service disputes, Claimly equips you with vital tools that foster efficiency, transparency, and enhanced customer satisfaction. Key features include: Centralized Management: Oversee and sort complaints and claims through an intuitive dashboard that makes tracking easy. Customizable Case Types: Adapt your procedures to fulfill specific business needs for maximum effectiveness. Real-Time Updates: Keep all parties informed with automated notifications and progress updates that enhance communication. Email Integration: Evaluate trends and performance indicators to continuously improve your processes. User-Friendly Interface: Simple navigation enables your team to quickly become adept at using the software. Claimly caters specifically to organizations that prioritize accountability, rapid response times, and building customer trust. By utilizing Claimly, you can turn the management of complaints and claims into a seamless and efficient workflow, significantly boosting your organization's reputation and fostering greater customer loyalty. Additionally, this software encourages a proactive approach to customer service, which can lead to long-term success.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$8/month/agent
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Worksmart

Date Founded

1997

Company Location

United Kingdom

Company Website

www.worksmart.co.uk

Company Facts

Organization Name

ITSM Software S.A.

Company Location

Poland

Company Website

www.claimly.pro

Categories and Features

Complaint Management

Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management

Categories and Features

Complaint Management

Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management

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