Transform the way your people behave with customers.
Drive desired behaviors by embedding your capability framework into daily life.
Complying with laws, regulations,
rules, self-regulatory standards and
codes of conduct.
Engage your customers with needs based, compliant conversations.
Get complete visibility of every coaching, compliance and customer relationship metric and insight across every part of your organisation right down to employee level in real time.
All dashboards are tailored based on your organizational hierarchy so your executives, managers, and staff members see the things that matter to them.
Turn paper forms and controls into beautiful digital experiences with built in referencability to third party content and a vast library of rich interactive components. Our simple self service admin area allows to you create, configure and deploy forms in an instant.
Goals and Actions
Never lose sight of actions or meeting follow-ups. Turn insights into actionable items with our simple, elegant actions engine.
Instantly search using keywords to find a specific team, employee, form, control, action or insight. Every piece of structured and unstructured form data indexed is available from our google-like search bar.
See the evolution of a form, conversation or control over time with built in event logging that allows your staff to see what form changes had been made and by whom.
Add two party sign-off workflow to forms and controls to help document positive reinforcement of coaching and compliance outcomes.
Notify your staff of their coaching and compliance obligations through simple weekly messages that can be configured by role.
Document and file upload
Add documents, images and other file types to forms to provide details for coaching, compliance or conversations. This allows you to keep all information in one place and avoids data duplication.
Export data for use in external systems or for review in tools like Spreadsheets. For ongoing exports we also provide API integration.
Scheduling and automation
Scheduling allows coaching sessions or compliance assessments to be automatically generated based on a schedule or events.
For example monthly one on one forms can automatically be generated for managers or a quarterly review can be scheduled.
Annual health and safety reviews can be scheduled or a monthly sales audit form can be created automatically.
This helps embed an organization’s operating rhythm and ensures that people are prompted to perform these activities.
Similarly, coaching or compliance actions can be generated based on events. Induction forms can be generated automatically when someone joins the organisation or coaching forms can be generated based on compliance outcomes.
Powerful APIs and Integration
Built on leading microservices container based architecture the Product includes powerful APIs that support integration with external systems. This allows you to query data from the product and it provides data portability.
Turn on machine learning to bring you amazing insights derived from semantic analysis of the structured and unstructured data on the platform. See who could use a top up in coaching training or a potential area of non-compliance starting to appear or a customer exhibiting signs of moving into a new buying cycle for mortgages.