We are using Cookies in order to facilitate your navigation on this website. You can read about how we use Cookies and how to manage them at any time on our Privacy page. By continuing to navigate on this website - or by clicking on the Close button (right) - you accept our policy regarding the usage of Cookies.
X
For all enquiries please call
01527 871938

Insight Training and Competence (TC) System

Insight Training and Competence (TC)

Insight is an innovative training & competence (TC) system that brings together a number of key functional need areas into a single solution. As well as improving the efficiency of an organisation, it provides a consistent approach to the management of TC across disciplines. It also provides an auditable process, demonstrating to the employees, management, the FCA and most importantly an intermediary's clients that fair, compliant processes are in place to serve and protect their needs. In doing so, Insight provides a valuable set of tools that enable an organisation to manage the potential risks to its business reputation and so avoid the threat of regulatory sanction and financial penalty that could interrupt the operation of the business and damage their brand.

Download our TC Overview document for full details.

Insight is available with a number of modules that can be purchased as individual products, or as a combined solution.

Insight training and competence business benefits include:

  • Maximising the potential of the advisers
  • Helping advisers to monitor and adhere to their development goals
  • Helping develop advisers to meet the increasing professional standards demanded now and in the future
  • Increasing the potential span of control for the supervisors
  • Keeping a consistent approach to training and competence across all advisers and all supervisors
  • Keeping an audit trail of the training and competence plans
  • Demonstrating to the FCA the seriousness that the organisation is placing on Training & Competence
Insight provides a valuable set of tools that enable the organisation to manage the potential risks to its business reputation.

Why Insight TC?

Driving these processes from within a single system enables key data to be shared across the different areas of a business and across multiple geographic locations. As new courses are completed and tests passed, new competency levels and qualifications are logged. Issues and deficiencies are quickly flagged in the complaints management or case checking module all of which can drive new items and actions in the development plans for advisers and supervisors.

Insight is more than a simple off-the-shelf learning management system - it is an effective and powerful workflow engine that can manage the wider business processes.

Insight is available with a number of modules that can be purchased as individual products, or as a combined solution.

Our clients include
Our partners include
Redland Business Solutions Limited, No.2 Greenbox, Westonhall Road, Stoke Prior, Bromsgrove, Worcs, B60 4AL