Transform the way your people behave with customers.

 
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Coaching

Drive desired behaviours by embedding your coaching frameworks into daily life.

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Compliance

Complying with laws, regulations,
rules, self-regulatory standards and
codes of conduct.

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Conversations

Engage your customers with needs based, compliant conversations.


Features

 
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Dashboard

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.

 

Digital Forms

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.

 

 

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Actions

Never lose sight of actions or meeting follow-ups. Turn insights into actionable items with our simple, elegant actions engine.

 

 

Search

Instantly search using keywords to find a specific team, employee, form, control, action or insight.  Every piece of structured and unstructured form data indexed and available from our google-like search bar.

 

 

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Audit Log

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.

 

 

Sign-offs

Add two party signoff workflow to forms and controls to help document positive reinforcement of coaching and compliance outcomes.

 

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Notifications

Notify your staff of their coaching and compliance obligations through simple weekly messages that can be configured by role.

 

 

Machine Learning

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.

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Request a Demo and one of our team will personally be in touch with you.

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