FCA complaints handling. Compliance and reporting by Workpro

Based in Edinburgh, the Workpro team is delighted to join the FinTech Scotland community. We specialise in software for FCA-compliant complaints handling and reporting.

Improved customer service and management insights are just as important to our customers. Resolving complaints well is important for customer retention and reputation, so good practice is good for business. Of course, the way complaints are handled is also subject to external scrutiny.

Workpro FS (Workpro Complaints for Financial Services) was a natural evolution from our origins serving ombudsman and regulators. Complaints in both sectors involve more than just expressions of dissatisfaction. They bring to light issues which can have serious implications for all parties. Robust processes must be followed, and lessons learned from outcomes. Root cause and trend analysis feed into continuous improvement initiatives.

Workpro’s client base extends from the UK to the US, Canada, Bermuda, Cayman Islands and beyond. Workpro’s HR case management configuration is also being adopted by financial institutions for employee relations casework.

While many big names are attracted to Workpro, our clients include small to medium sized firms, or niche departments within bigger-name organisations. Workpro clients appreciate all the accreditations, security, and resilience our system provides, without the big company overhead.

We would love to talk to you more about our products for the financial services community. Please contact us on info@casltd.com or visit our website: workpro.com