Alternatives to eCasework

Predict360, by 360factors, is a risk and compliance management and intelligence platform that automates workflows and enhances reporting for banks, credit unions, financial services organizations, and insurance companies. The SaaS platform integrates regulations and obligations, compliance management, risks, controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform and delivers robust analytics and insights that empower customers to predict risks and streamline compliance. Happy with your current GRC but lacking a true analytics and BI tool for intuitive executive and Board reports? Ask about Lumify360 from 360factors - a predictive analytics platform that can work alongside any GRC. Keep your process management workflows intact while providing stakeholders with the timely reports and dashboards they need.

It is difficult to make data available and actionable when a manufacturing site has many processes. As operations grow, it is becoming more difficult to comply with safety, quality, and environmental regulations. Manufacturing is built on predictability and reliability. Manufacturing by nature is all in the execution of established processes. TenForce was built from the feedback of our clients to map the operational reality in a plant.

All stakeholder engagement activities can be managed from one platform. Additional modules can be added to strengthen governance, environment, and social areas. Borealis' Stakeholder Engagement module gives you the tools to create more effective engagement plans, strengthen relationships with stakeholders, and align processes with industry best practice. To simplify your day, the Stakeholder Engagement module centralizes all stakeholder information and makes it easily accessible. Build stakeholder trust with a proven methodology Plan Connect engagement strategy to execution. The mapping tool in Borealis makes it easy to analyze stakeholders to prioritize the allocation of resources. Engage Communicate with stakeholders in a more relevant and timely manner. Borealis uses AI-driven machine learning to keep records clean and up-to-date. Measure Prove compliance with ever-evolving standards. Borealis lets you easily track and progress, generate reports and documentation, and demonstrate the impacts of your efforts.

LiveAgent is the best-rated and most highly reviewed help desk software for SMBs in 2024. LiveAgent boasts the fastest chat widget and is used by over 150M people worldwide. LiveAgent is a web-based, fully-featured live chat and helpdesk system. LiveAgent leverages the power and flexibility of a universal email, live chat, built in call center, and a robust customer portal. LiveAgent offers over 175+ useful features, including advanced automation features, rules and tags, as well as 195+ integrations. Join companies such as BMW, Yamaha, Huawei, and Oxford University to provide world-class customer services. No credit card needed. Start your 1-month free trial today.

Freshservice is the right choice if you are looking for an IT service desk solution with simplicity. Freshservice is an easy-to-use ITIL service desk from Freshworks that helps businesses modernize IT and other business functions without the complexity and cost. Freshservice provides everything teams need to manage proactive IT services, including asset management, ticketing, configuration management, enhanced impact analysis, robust incident management functions, and more.

Qualityze EQMS Suite is a next-generation Enterprise Quality Management Software. It is specifically designed for businesses to efficiently manage their quality processes, customer expectations and compliance requirements. It helps them address operational challenges so they can achieve excellence in terms of quality, safety and reliability. It comes with pre-defined templates for controlled documents, audit checklists, regulatory forms, material compliance reports and many more. Qualityze EQMS Suite is a set of 14 integrated modules that help create a closed-loop system to manage end-to-end quality from anywhere. Our range of smarter quality solutions is built on the Salesforce.com technology platform. These modules are Nonconformance Management, CAPA Management, Document Management, Change Management, Audit Management, Training Management, Supplier Quality Management, Inspection Management, Customer Complaints Management, Material Compliance Management, Forms Management, Permit Management, Calibration Management, and Maintenance Management, Forms Management and Field Safety Management. Our Quality Management solutions help create a culture of quality and continuous improvements by proactively mitigating quality issues.

Dot Compliance offers the industry's first ready to use Quality Management Solution powered by the Salesforce.com platform. The Dot Compliance solution includes an extensive set of off-the-shelf ready eQMS and compliance pre-configured processes, enabling customers to deploy quickly and cost effectively. Dot Compliance ready to use solutions include full project validation services and product validation packages. Dot Compliance offers the industry’s most cost-effective quality and compliance management solution available, allowing users to quickly deploy flexible and scalable solutions. Automate core quality processes such as Document Management, Training Management, CAPA, Audits, Customer Complaints, Change Management, Supplier Quality, and more. Our solution is fully configurable and offers seamless integration abilities, with easy adaptation and implementation of customer’s specific requirements.

Natively built and operated on the Salesforce platform, QHSE is the fastest growing Enterprise Quality, Health and Safety Management System. Unified QHSE solutions combine EQMS with EHS to help customers of all sizes deliver high quality products and services in a safe and sustainable manner. They reduce risk, inefficiencies, and inefficiencies, while protecting their customers, employees, and brand.

ReviewInc is a leader in Business Reputation Management Services. ReviewInc's growing client base includes major international chains, brand-auto dealers, dental, medical and travel, leisure, property managers, retail stores, restaurants legal services, country club owners, and many more. ReviewInc is dedicated to educating business owners about the importance of customer reviews, and managing your online reputation.

Revolutionize the way you handle case and complaint management with Resolve Enterprise. This software offers a highly adaptable solution designed to streamline your business operations, catering to everything from straightforward incidents or complaints to intricate cases and thorough investigations. With Resolve Enterprise, you can effortlessly monitor and search for every interaction related to a case or complaint using intuitive dashboards and comprehensive reporting tools. It not only assists in managing cases or complaints throughout their entire life cycle but also ensures efficient logging, task allocation, deadline management, and communication updates. Moreover, it provides robust document management capabilities that extend all the way to resolution, reporting, and in-depth analysis, making it an indispensable tool for any organization. By adopting Resolve Enterprise, you can enhance your operational efficiency and improve overall customer satisfaction.

Everest by Lynk Software, Inc., is a cloud-based complaint management and quality control software solution that supports large and mid-sized organizations in a variety industries. Everest is highly customizable and simple to use. It helps organizations improve service quality and customer loyalty by ensuring that every issue or concern is handled efficiently and promptly. Everest users can receive customer queries and complaints via various channels, including phone, email and mobile apps, remote call centers, and the company website.

Case IQ makes it easy to manage HR, fraud, compliance investigations, and more from start to finish with i-Sight. i-Sight is a cloud-based solution that helps organizations manage their investigations and analyze the results. The top features include workflow alerts, case review, collaboration, trend reporting, case assignment, and workflow alerts.

Civica Complaints Management is an enterprise complaint management software, powered by the iCasework platform. A cloud-based and user-friendly interface allows users to manage, capture, and learn from customer complaints, inquires, and feedback across your entire enterprise network. Civica Complaints Management is highly configurable and can be tailored to meet your organization's complaints management needs. This will improve service levels, comply with regulations, and enhance the customer experience.

Workpro does everything you need, and nothing you don’t. This is case management as it should be. Integrate with web forms, social media and company systems. Create, edit and save correspondence without leaving the case. All in an intuitive system trusted by some of the UK’s leading organisations. Consistent, compliant complaints handling: To help you get it right, Workpro provides an all-in-one solution that lets you track and manage every complaint. Know exactly who's doing what and when, using centralised dashboards that your whole team can access. Go beyond your standard HR system: Automate processes, track timescales at a glance and generate reports – all giving you the control and consistency you need to make sure you’re dealing with employees fairly, each and every time.

Aptean Respond, a world-class complaint and case management platform, supports all roles in your customer service team. This includes front-line agents, case managers, team leaders, and executives. Respond's intuitive dashboards and process-driven tools allow your team to quickly resolve cases, manage workloads, access key data, and generate actionable insights. This is all in a way your CRM cannot manage. All the information you need is available in one place with Respond. It allows your team to manage all aspects of customer case management, streamline communication between departments, identify root causes, and dive into case analytics from one platform. Respond's industry-specific templates, reporting tools and templates help you comply with regulatory requirements. Respond offers interactive, customizable dashboards that can easily be configured to display the data required by different user roles.

House-on-the-Hill Software is designed to assist you and your key stakeholders effectively. We offer a range of four versatile solutions: IT Service Management, FOI & Case Management, Facilities Management, and Customer Service. Our software is adaptable, cost-effective, and developed with your needs in mind. The ready-to-use House-on-the-Hill Software is available for deployment either in the Cloud or on-site, allowing you to choose the option that best suits your organization's requirements. Enhance your ITIL-driven service desk with an extensive suite of tools, streamlined workflows, and a self-service portal for users. Our paperless solution facilitates the management of new requests submitted by the public through the portal or via email, enabling these cases to be classified into various types and workflows. This functionality empowers your sales team to deliver exceptional customer support. By leveraging data-driven insights from reports and key performance indicators, you can continuously refine and enhance your service offerings. A focus on innovation ensures that your organization remains adaptable and responsive to changing demands.

Speakfully serves as an intuitive platform for reporting, monitoring, and resolving workplace issues. It offers real-time insights into organizational culture while equipping employees with the means to express their concerns or grievances effectively. In cases of workplace mistreatment, additional context is often needed after a report is filed. Once a submission is made, both employees and administrators can engage in anonymous discussions about the case using Speakfully's messaging feature, promoting complete transparency between leadership and those raising concerns. No longer do users need to juggle multiple applications to assemble information. Speakfully’s case management software allows organizational administrators to manage employee reports, feedback, survey responses, and communications all within a centralized system. Speakfully is committed to supporting users wherever they are, ensuring accessibility for employees in various settings—be it at a desk, in the field, on mobile devices, or anywhere else. For Pro+ users, integration options with platforms like Auth0, GSuite, Okta, and O365 are available, enhancing the overall functionality of the service. This comprehensive approach aims to foster a healthier workplace environment for everyone involved.

SutiDesk offers a user-friendly online helpdesk software designed to assist customer support across organizations of various sizes. Its intuitive and collaborative interface facilitates quick and effective resolution of customer inquiries, while offering comprehensive oversight of support requests. The platform allows businesses to efficiently manage and monitor support tickets and associated activities all from one central location. With SutiDesk, there is no need for installation, making deployment a breeze. It helps in minimizing both ticket resolution times and overall support expenses. Accessible from any device at any time, it ensures top-tier support ticket management capabilities. Additionally, it enhances customer service efficiency through automated processes for converting emails into tickets and managing customer cases. This tool guarantees consistent support for both new and existing customers while enabling the collection of support tickets from various channels. Furthermore, it allows businesses to deliver personalized assistance to their clientele, making it a fully equipped solution that scales with organizational growth. SutiDesk not only streamlines operations but also fosters stronger customer relationships.

Enhance your customer service experience with Salesforce Service Cloud, the premier and most comprehensive application for customer support worldwide. This platform equips businesses with an extensive array of features that facilitate assistance to clients across their preferred communication channels, including phone, email, chat, and SMS. Some of its standout capabilities encompass a lightning console, efficient case management, omni-channel routing, telephony integration, video chat options, and social media customer service, among others. With such powerful tools at your disposal, you can ensure that your customers receive the personalized care they deserve, no matter where they are.

Claimly is an innovative software solution aimed at streamlining and enhancing the management of complaints and claims. Whether you’re a company addressing customer feedback or resolving service disagreements, Claimly provides you with essential tools that promote efficiency, transparency, and overall customer satisfaction. Highlighted features include: Centralized Management: Monitor and categorize complaints and claims through a user-friendly dashboard. Customizable Case Types: Tailor your processes to meet specific business requirements for optimal effectiveness. Real-Time Updates: Ensure all stakeholders are kept in the loop with automated notifications and status updates. Email Integration: Analyze trends and performance metrics to continually refine your operations. User-Friendly Interface: Easy navigation allows your team to become proficient quickly. Claimly is specifically designed for organizations that value accountability, quick responses, and fostering customer trust. With Claimly, you can transform the management of complaints and claims into a smooth and efficient process, ultimately enhancing your business's reputation and customer loyalty.

Facilitating teamwork, secure sharing of information, and enhancing business efficiency for law enforcement agencies globally, we have developed a thorough complaint management solution by merging our award-winning platform with the comprehensive expertise in complaint handling and outsourcing provided by Equiniti Hazell Carr. This results in a versatile and robust platform specifically designed to meet your unique operational requirements, along with expert technical resources and outsourcing options. Our all-encompassing solution is suitable for extensive remediation and rectification initiatives, allowing you to handle complaints or cases proactively before they escalate into larger issues. Additionally, our modular approach allows you to choose individual components to customize your customer service experience, or opt for a fully managed service solution that covers every aspect of complaint management, ensuring a seamless and efficient process for your agency. By leveraging our solution, you can significantly improve the overall effectiveness of your operations while maintaining high standards of service delivery.

Wolken Software offers a suite AI-enabled SaaS 2.0 cloud native applications for Customer Service and Enterprise Solutions, including Wolken ServiceDesk and Wolken HR Case Management. Wolken offers a variety of plug-and-play features for enterprises, including Omnichannel Support, Real Time Reporting, a built-in Business Intelligence tool, Integrations with 3rd Party Apps, Auto Categorization, and Auto Routing incoming queries. Wolken offers easy configuration, low-code customizations and a fast Time-to Market. It also comes at a fractional cost due to simplified costing, reducing your total costs of operations by as much as 50%. We have successfully replaced well-known names at Fortune 500 and Fortune 1000 Companies.

Causia® offers an all-encompassing platform for managing complaints and remediation cases, providing users with unparalleled oversight and control in one cohesive solution. Recognizing that different sectors have unique needs, we have developed multiple editions of our complaints management software tailored to specific industries. This tailored approach ensures that professionals can navigate their challenges with greater ease. With a global presence, Causia® has successfully implemented hundreds of complaints and remediation solutions, boasting a vast number of satisfied users. Our innovative products have enabled clients to efficiently handle millions of complaints while uncovering valuable insights that fuel genuine enhancements. Powered by Salesforce, our software is designed specifically for managing complaints, quality, and compliance across various industries, making it an essential tool for businesses aiming for excellence.

Experience seamless management of your vacation properties with everything you need right at your fingertips. This platform streamlines your check-in process digitally, eliminating long lines and crowded waiting areas. Featuring three apps within one cohesive system, the Customer App allows guests to request maintenance directly, complete online check-ins, and access essential news and information about the property right from their smartphones. The Maintenance and Operators App enables operators to receive support requests complete with photos and details, while providing a calendar for facility activities and instant messaging with management. The Structure Application serves as a single interface for multiple properties, facilitating direct communication with customers, managing both internal and external maintenance teams, and offering an appointment calendar for scheduling. Additionally, it provides assistance reporting and analysis, as well as the ability to send push notifications to customers through their app. This is the only integrated system designed to digitize communication and enhance the operational efficiency of your tourist facility, ensuring that all technical assistance requests can be handled promptly through one application. With the convenience of communication available via both iOS and Android apps, your guests can enjoy a hassle-free online check-in experience that eliminates the need to wait in line. Overall, this innovative solution transforms property management, making it easier than ever to provide exceptional service to your visitors.

Envision having a highly intelligent assistant that diligently tracks all feedback, encourages your team, and distills the most significant action items for your focus. Cutting-edge algorithms uncover underlying challenges on your behalf, presenting all findings in well-organized, prioritized to-do lists. Instant notifications will alert you if urgent matters arise, ensuring you can act more effectively than your competitors. Relax knowing that there’s always someone monitoring the key individuals. We’ve consolidated all feedback into a single KPI that clearly indicates what requires your attention and when. This streamlined approach makes it simpler than ever to share and discuss insights. Do you think this necessitates consulting services, a complex installation, or new systems? Rethink that! OMBEA Insights is designed to be user-friendly for organizations of any size, allowing everyone to benefit from humanized insights. You’ll be operational in just a few minutes, transforming how your team interacts with data and drives results. Plus, the ease of use means that even those unfamiliar with analytics can effectively harness its power.

Utilize essential metrics and data derived from various domains, such as sales, marketing, accounting, human resources, and project management, to make critical decisions; combine this with stakeholder feedback to comprehend the "what" and "why" behind your business data using AI. By leveraging these insights, your business can implement enhancements effectively. The automated processes for gathering, storing, visualizing, and consolidating vital metrics, data, and feedback through artificial intelligence streamline operations. AI also provides customized action recommendations tailored to your company's needs, enabling data-driven choices that align with your business objectives. With Industrytics, you can continuously gather and integrate data from multiple software applications, such as ERP, CRM, and accounting systems, as well as Excel spreadsheets, while benefiting from automated feedback surveys to further refine your strategies. This holistic approach not only empowers your decision-making processes but also fosters a culture of continuous improvement across your organization.

Compliance Star is an innovative compliance software solution designed for on-demand use, providing essential tools for effective risk management and monitoring. It enables efficient remote oversight of FCA Authorised Firms along with their associated Units and Agents, thanks to its real-time data gathering and reporting capabilities. This technology-driven compliance platform streamlines management, workflow, and oversight of firms regulated by the Financial Conduct Authority (FCA). A key feature of Compliance Star is its robust, calendar-based task management system, which supports both automatic and manual task assignments, sends notifications for necessary actions, integrates deadlines into a calendar, issues reminders, and tracks task completion status. By significantly alleviating the compliance workload, this platform is currently leveraged by top regulatory networks. Furthermore, it allows for comprehensive tracking of internal regulatory procedures and delivers a centralized access point for up-to-date data, along with the functionality to generate reports required by the FCA. Consequently, Compliance Star enhances operational efficiency and ensures regulatory adherence for its users.

We are committed to ensuring that all our customers enjoy a successful experience with our offerings. To facilitate this, we have launched a new program called “Get started” with DPO Advisor. We warmly invite all our clients to join us for a "Get started" online meeting, where we will focus on how to effectively utilize DPO Advisor and take the first steps in using the system. These sessions will take place on the last Thursday of every month from 10 to 11 AM. While the meetings are primarily designed for new users or those who have yet to fully engage with DPO Advisor, everyone is welcome to attend and benefit from the discussion. Our goal is to reduce administrative hurdles and optimize human resources so that time and energy can be directed toward actions that foster progress and tangible results. We achieve this by developing intuitive software solutions that eliminate the need for cumbersome spreadsheets and lengthy forms, ensuring that legal language is accessible. Through DPO Advisor and similar products, we empower users to easily and clearly attain the security they need. Ultimately, we believe that by simplifying processes, we can enhance user satisfaction and drive meaningful outcomes.

Sphinx iQ 3 serves as a user-friendly and effective multi-channel survey tool designed to assist you throughout all phases of your projects, from crafting questionnaires to analyzing and communicating results. By integrating both quantitative and qualitative data visualization techniques, Sphinx iQ 3 enables your data to convey a comprehensive and detailed view of your findings. This innovative solution empowers you to maximize the insights gained from your studies and informs your decision-making process. You can personalize your invitation messages and create customized forms, adjusting elements such as design, question quantity per page, question types, and thank-you messages. Enhance your surveys by strategically scripting your forms with conditional questions and referrals, ensuring that you pose the right questions to the appropriate respondents. Additionally, Sphinx iQ 3 allows for the distribution of dynamic and interactive questionnaires that are optimized for various devices, including computers, tablets, and smartphones, thereby enhancing the user experience through responsive design. Ultimately, this versatility ensures that you can engage your audience effectively, leading to more insightful data collection and analysis.

Serviere simplifies the process of service requests by improving communication and streamlining the process. Engineers and managers can collect, analyze and respond in real-time. Customers can track the status of their complaints. Comprehensive solution for efficient service administration.

Lennox Hill's isoTracker Complaints Management is a cloud-based solution designed to efficiently record and handle customer complaints. This comprehensive tool empowers administrators to designate team members responsible for investigating and pinpointing the underlying causes of complaints. Additionally, isoTracker Complaints Management offers users the capability to analyze past complaints and uncover trends, facilitating the development of proactive measures to prevent future issues. By streamlining the complaints process, this solution enhances customer satisfaction and organizational responsiveness.

RegEd offers the most extensive compliance management platform in the financial services sector, with over 80% of the leading firms relying on its capabilities. This singular solution effectively oversees the entire process of onboarding agents and advisors while ensuring compliance, providing a streamlined experience along with “clear to sell” notifications for distribution partners. It allows for efficient handling of regulations from various authorities, including FINRA, SEC, and state DOI, covering essential areas such as Advertising Review, Conflicts of Interest, and Branch Audits. Additionally, it encompasses all necessary aspects of compliance awareness, adaptability to regulatory shifts, and alignment with your firm’s policies and procedures. As a premier provider of Compliance Education, Product Training, and Annual Compliance Programs, RegEd facilitates over one million Continuing Education courses and insurance certifications annually, ensuring that professionals stay informed and compliant in a dynamic regulatory environment. This comprehensive approach not only enhances compliance but also empowers firms to maintain a competitive edge.

CAQ.Net software solutions are in action all around the globe wherever it is important to ensure the quality, safety, and functionality of products and services. Whether strategic quality management or operational quality assurance – thanks to its high degree of automation and uniform data structure, CAQ.Net facilitates effective process management, proactive failure prevention, and a company-wide quality mindset.

A web-based software suite for medical device companies that automates their processes and simplifies regulatory compliance. Modules include Audit Management, CAPA and Complaint Handling. Designed from the start for ISO 13485 compliance and 21 CFR Part 11 compliance.

This tool allows the organization to manage all service request, not just the IT department. The ability to link service requests allows for inter-department communication about a specific service request. Customer care takes care of all complaints and service requests from customers. Asset management encompasses all aspects of assets' lifecycle, including IT assets as well as other assets within the organization. Tasks and projects cover the task management of each employee as well as the management of projects. Forms allow the organization to conduct surveys or polls within its organization in order to make the right decision. Active directory authentication allows users to be integrated to the application. To be notified of every update within an organisation, you don't need to log in. Every important detail is displayed on the Notification screen.

OTRS can be used to support any team within your company. It combines all the tools necessary to make service management successful. - Ticketing - calendaring, - CMDB Process management Reporting Multiple channels for customer access Knowledge base Service catalog and other information. Your teams have all the information they need and workflows at their fingertips to provide seamless service and customer satisfaction. Customers love the self-service options available through an external portal. They can share knowledge bases articles and informational pages, and they can send requests directly to your team. The SERVIEW CERTIFIED TOOL seal was given to the OTRS service management software.

Quantivate has been helping organizations efficiently manage their governance, risk, and compliance (GRC) initiatives since 2005. Quantivate’s scalable technology and service solutions equip organizations of all sizes to make more strategic decisions, improve performance, and reduce costs. Learn about how Quantivate’s integrated platform can simplify GRC management at quantivate.com.

Effex offers a groundbreaking approach to tackling environmental health and safety issues, focusing on areas such as regulatory compliance, corporate sustainability in environmental stewardship, accident prevention, environmental audits, process standardization, and incident management. The EHS solution utilizes state-of-the-art software technologies to deliver a comprehensive and cost-effective management system tailored to the specific needs of various industries and clients. Given that the construction sector has one of the highest fatality rates among all industries, it is essential to effectively manage health and safety to avert further loss of life and reduce long-term injuries. Our commitment lies in establishing high standards for tracking, training, and document management to ensure employee safety in this high-risk field. EffexEHS operates as a Software as a Service (SaaS) platform designed to assist businesses and EHS professionals in addressing the contemporary challenges associated with Environment, Health, and Safety (EHS) management. By leveraging advanced technology, we aim to transform the way organizations approach EHS compliance and safety practices.

Food Safety Software allows for cost-effective transformation in food safety, NPD and customer complaints, as well as supply chain transparency. Our food safety software includes VACCP/TACCP and horizon scanning to help you save time and complete consistent, auditable risk assessment of suppliers and products. You will never be audited in non-conformance and you can be audit-ready 24 hours a day. Transform specification management for raw materials and finished products, and answer customer queries instantly. Automate supplier quality monitoring and internal non-conformance management using automated workflows. This will ensure that non-conformances are promptly closed. Our team will manage all complaints using market-leading software. This will save you time, money, and improve customer service. You can launch new products faster and better together, while still meeting all safety, legality, and profitability requirements.

Software that enables businesses of all sizes to deliver WOWing customer experiences is affordable, flexible, and easy-to-use. Wowdesk automates the recording, tracking, and life-cycle of customer service inquiries, and streamlines the resolution process. Wowdesk combines all customer requests from multiple channels into a single platform. Wowdesk automates your complaint management processes to meet regulatory and compliance requirements, ensure customer happiness, prevent recurring issues, and track and manage customer complaints more effectively. Dashboards and powerful reporting tools provide meaningful metrics for measuring performance, customer satisfaction, return on investment, and performance.

We combine our extensive expertise in Financial Services with a strong commitment to creating solutions that conserve time and resources while facilitating regulatory adjustments. Our portfolio includes a variety of award-winning RegTech solutions, all built on a profound comprehension of the market dynamics and our regulatory insights. Whether it's Training & Competence (TC), Quality Assurance (QA), the Senior Managers & Certification Regime (SMCR), or Complaints Management, we are here to enhance your Governance, Risk, and Compliance strategies. As the landscape of advice and process management increasingly shifts towards digital methodologies, it is crucial for regulated firms to adapt swiftly to the fast-changing market demands. Additionally, it is well recognized that key positions in regulated organizations must adhere to the FCA’s Training and Competence (T&C) regulations, a practice that has been a cornerstone of the financial services sector for many years and a regulatory obligation since the 1990s. In this evolving environment, staying ahead of compliance requirements is more critical than ever.

Medallia allows users to engage in thoughtful and systematic ways through targeted surveys that are both digital and traditional. Our easy-to-implement survey solutions will ensure that you are gathering relevant and actionable data to make measurable customer impacts. Medallia's AI technology uses machine-learning to analyze structured and unstructured customer survey data. It can uncover sentiment, predict behavior, identify commonalities, and recommend actions to improve customer experiences. Create the most effective surveys to improve customer journeys. You can quickly manage innovation and change in every aspect of your experience management program, from design to emails, questions, and translations. Medallia surveys enable you to

The AssurX platform is a powerful software platform for enterprise quality management (EQMS) and regulatory compliance to reliably communicate and coordinate information, documentation, and activities. AssurX allows regulated businesses to quickly identify and control quality issues and risk exposure to avoid quality or noncompliance problems while improving workflow. AssurX QMS software is uniquely configurable to fit any established or dynamic business requirements. The system creates an electronic workflow of tasks, alerts, escalations, and approvals that can be automated to the desired level, mapping precisely to real-world operations. No other system is easier to deploy, configure, and modify. AssurX solutions integrate seamlessly to create a connected quality system. Solutions include audit management, corrective actions, training management, compliant management, document management, change control, risk management, EHS incident management, and more.

Enhance the efficiency of agents and managers alike by providing your support team with an integrated contact center and a comprehensive communications solution. Whether your team is in a traditional office setting or working remotely, we have the ideal solution tailored for you. Our platform boasts advanced features that remain user-friendly, making it easier than ever to manage high volumes of customer inquiries. The Collaboration tool allows agents to maintain connectivity and seek assistance from colleagues or external experts for more intricate issues, all within a single system. You can easily access, customize, and construct your FAQs to suit your needs. By establishing a centralized hub of information for your support team, you will significantly reduce the time spent searching for answers. Furthermore, managers can benefit from a customizable analytics dashboard designed to process all gathered data reports, transforming them into actionable insights to enhance your business strategies. With this comprehensive solution, improving overall support efficiency is not just a possibility but a guarantee.

Improving guest experiences, boosting staff efficiency, enhancing communication, and increasing revenue. A robust and user-friendly integrated suite of web and mobile tools focused on facility maintenance and service automation for hotels, cruise lines, resorts, and various property managers aims to elevate their environments, assets, and overall maintenance while improving guest service standards. IssuTrax™ serves as a versatile issue tracking and maintenance management software solution that fosters productivity, teamwork, and accountability by equipping users with the essential tools and infrastructure necessary for delivering exceptional customer service. By connecting personnel, locations, and resources within a unified system, IssuTrax enables real-time collaboration and establishes a comprehensive framework for creating, monitoring, and managing guest service requests, maintenance activities, safety and environmental concerns, as well as work from external vendors, all seamlessly integrated into one platform. This innovative approach not only streamlines operations but also ensures that every aspect of guest satisfaction is meticulously addressed.

Wix Answers is the first industry-wide unified customer support platform. Agents are more efficient, and teams gain deeper insight into their operations by having all support channels integrated into one platform. Wix Answers employs an AI-powered, centralized approach to knowledge management. This makes customers more self-reliant, agents more efficient, and organizations run more smoothly.

HappyFox is a cloud-centric platform for managing customer support, specifically crafted to empower businesses of all scales to enhance their customer satisfaction levels. Boasting a fully customizable interface that is mobile-compatible and supports multiple languages, HappyFox enables users to effortlessly connect with their preferred third-party applications. This is truly an exemplary representation of top-tier software in its field.

Tailored questionnaires are crafted to deliver a customized experience across both mobile and desktop platforms. Customers provide valuable insights through their unstructured survey responses. The Text Analysis Tool leverages Artificial Intelligence methods to automatically interpret this feedback, helping you identify key aspects of the customer journey. By engaging customers, employees, and managers, you can enhance response times with automatic alerts regarding the customer journey sent via email or SMS. With the Close the Loop Chat feature, you can address the immediate needs of customer satisfaction survey responses effectively. Notably, this functionality enables companies to communicate directly with consumers through an integrated chat on the platform, while customers simultaneously receive email feedback that mimics a conversational format. This innovative approach not only improves engagement but also fosters a stronger connection between businesses and their customers.

EasyForm stands out as a highly dependable and efficient platform for managing field services. This platform is designed to facilitate the creation of intricate field service applications tailored for data collection purposes, all without the need for any coding expertise. Users can effortlessly design forms that incorporate advanced features such as GPS tracking, barcode scanning, and digital signatures. The integrated workflow engine streamlines the building process, adapting to the specific needs of your organization. Additionally, the report builder allows for the creation of professional Excel and PDF reports, while users can also generate visual representations like bar charts, pie charts, and dashboards. Alerts and scheduling options further enhance process management, and the inclusion of location intelligence boosts productivity by ensuring timely visits to clients or sites. Recognizing that each company has unique reporting needs that can evolve in a fast-paced business landscape, EasyForm eliminates the hassle of coding for new reporting requirements. With its intuitive Drag and Drop interface, creating a new form is now just a matter of a few clicks. Users can also personalize their applications by adding their logos and selecting preferred skin colors, making it easy to tailor the platform to fit the company's branding. Overall, EasyForm empowers businesses to optimize their field service operations with flexibility and ease.

SalesAgility, the creators and maintainers of SuiteCRM, is the award-winning Customer Relationship Management software. The application is fully scalable and enterprise-ready to meet any business size. The application can be customized to suit your current and future business processes. The best part is that the application is Open Source and free to all users. SalesAgility is excited to welcome SuiteCRM 8, the company's largest release since 2009. SuiteCRM 8 will bring fundamental changes to the UI as well as a new core framework.