Skip to Content
  • Mortgage Compliance
  • Management Documents
  • Risk Management
  • Insurance Compliance
  • Business Operation Forms
  • Compliance Consulting
  • Financial Compliance
  • Quality Management
  • Regulatory Compliance
  • Adobe PDF Documents
  • Treating Customers Fairly
  • Sale and Rent Back

Compliance Training

06 - Sep - 2010

Mortgage and Insurance Compliance Consultants.

Quality Management

Quality Management - Regulatory Compliance

Lotus Smartsuite Award Winning DatabaseQuality Procedures Prospecting View Adobe PDF Document Training Plan

Lotus SmartSuite and Quality Management

Over the past eleven years Compliance Training have developed the Mortgage and Insurance Broker Directly Authorised Intermediary sales process.

From a bottom up approach, Compliance Training built the required forms and documents within the IBM® Lotus® SmartSuite® award-winning office suite

Quality Management and Regulatory Compliance

By following our sales procedures (see training video's) you will always demonstrate Regulatory Compliance, you will be confident that your sales procedures are fully auditable, open source so easily embed into your organisations Quality Management process and Compliance Training.

The Quality Management sales procedures and the IBM® Lotus® SmartSuite® award-winning office suite will keep you on track, so you will be safe in the knowledge that it will speed up your sales procedures, will not let you down and maintain your TCF and Regulatory Compliance.

Quality Management - Benefit's to your Regulatory Compliance

 

Total Quality Sales System

  • Provides cost-effective desktop productivity procedures that help increase employee Regulatory Compliance productivity and Compliance Training
  • Provides a Step by Step helicopter view for new and exciting employees
  • Easy to follow for internal and external audits
  • Demonstrate TCF (system and controls)
  • Fully open source, providing full control over your business, without third party intervention including procedures for:
  • Data Protection,
  • Health and Safety
  • Training Process,
  • Financial Control
  • Complaints Handling
  • Audit Control

IBM Lotus SmartSuite 9.8:

  • Lets you easily convert files from earlier versions of Lotus SmartSuite and other business applications including Microsoft Office Filters that exchange documents seamlessly to and from Lotus 1-2-3 and Microsoft Excel, Word Pro and Microsoft Word, or Freelance Graphics and PowerPoint.
  • Combined with Lotus Notes and the Internet, makes Lotus SmartSuite the industry's most complete suite for addressing the needs of both enterprise and individual users.
  • Provides cost-effective desktop productivity applications that help increase employee productivity

BM Lotus SmartSuite Release 9.8 highlights

Windows® XP support: IBM® Lotus® SmartSuite® Release 9.8 supports the Windows XP platform.

It provides Lotus SmartSuite enterprise customers with streamlined installation and seamless enterprise-wide integration between Lotus SmartSuite and the operating system.

New technologies allow administrators to create user settings centrally and download those customization settings automatically to individuals or groups of individuals.

Administration improvements will reduce help desk inquiries as well as total cost of ownership.

Desktop applications coexistence: Lotus SmartSuite Release 9.8 is data-savvy. Lotus SmartSuite users can share files with users of previous versions of Lotus SmartSuite and all versions of Microsoft Office, including Office XP. Lotus SmartSuite 9.8 has enhanced Microsoft Office compatibility, including support for MS WordArt objects. Lotus SmartSuite can create or open files from WordPerfect and many other popular desktop applications.

InstallShield for Windows Installer: Lotus SmartSuite includes an enhanced install program using Microsoft Software Installer (MSI).

The installation features in Lotus SmartSuite Release 9.8 enable quick and easy customizable installation.

Customizable administrative-based installs make deployment easier than ever and, more importantly, simplify the end-user experience.

Lotus SmartSuite users will have less downtime, and administrators will have fewer support calls.

Users may also register SmartSuite quickly using their Internet connection during installation.

Benefits

  • Provides cost-effective desktop productivity applications
  • Meets the needs of both enterprise and individual users
  • Helps increase employee productivity
  • Exchanges documents seamlessly to and from other business applications

IBM® Lotus® SmartSuite®, the award-winning office suite, features these applications: Lotus 1-2-3®, the spreadsheet that started it all;

Word Pro®, the word processor for today's Internet centered-world;

Lotus Organizer Release 5.04, the world's leading personal information manager;

Freelance Graphics®, the presentation graphics package for everyday communication;

and Approach®, the relational database your whole team can use.

IBM Lotus 1-2-3 and IBM Lotus Organizer are also available as stand-alone products.

Compliance Training and Quality Management - Contact Details

As you read Compliance Training and Associates can offer you every assistance in your Regulatory Compliance, so if you are

  • new to the industry,
  • wanting to improve your Quality Management process
  • or seeking Compliance Training and support

 

then contact one of the Associates for further free information.

  • Published for professional firms in the financial services industry and not for non-professional consumption. Whilst every care is taken in the preperation of the content of documents and web pages, no liability is accepted by the publishers or any of the authors publication or contents for any loss or damage by relying on any statement, documents or information however caused.
  • Compliance Training
  • Interactive Dynamic PDF Forms
  • ISO 9000
  • Smart Management
  • Regulated Complaints
  • Money Laundering Rules
  • FOR-PMI Ltd
  • Compliance News
  • FSA News
  • Financial Services
  • Total Quality Sales System
  • FSA Regulation
  • Compliance Procedures