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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 Complyr?

Complyr helps organisations across all sectors replace spreadsheets and shared inboxes with complaint management software. Each case keeps evidence, documents, notes, actions and decisions together, with configurable workflows to guide the next steps. Teams can assign work, track deadlines, and use dashboards and audit logs for oversight. Custom reports on selected plans help managers analyse complaint volumes, outcomes and recurring issues. Professional and Enterprise plans add public case capture forms, a secure case portal for approved parties, document templates and custom reporting. Enterprise plan adds advanced workflow logic, custom dashboards, scheduled reports, custom integrations and historic data import. Complyr also offers a dedicated subject access request (SAR/DSAR) solution for data protection teams. Financial services teams can configure FCA DISP complaint workflows and support Consumer Duty oversight. Pricing is published, and a free trial is available after a demo.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

£147/mth /3 users/Starter Plan
Starter Plan: £49 /mth, billed annually, or £57/mth, billed monthly - min 3 users

Professional Plan: £89/mth, billed annually, or £105/mth, billed monthly - min 5 users

Enterprise Plan: contact Complyr

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
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

Complyr

Date Founded

2023

Company Location

United Kingdom

Company Website

www.complyr.co.uk

Categories and Features

Complaint Management

Not specified

Categories and Features

Complaint Management

Case Management
Complaint Classification
Customer Complaint Tracking
Forms Management
Issue Tracking
Self Service Portal

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