Financial Services Complaint Management Software

Automated, accurate FCA reporting – to ease your workload and protect your reputation.

Treat your customers fairly, every time – with a system which handles and records each complaint to the highest standards demanded by the FCA.


Workpro automates your reporting – mapping your product and case categories to the precise FCA terminology. But it goes much further, offering total visibility of every part of the complaints process, and the control you need to improve working practices.

Reduce the risk of poor complaint-handling

Workpro comes with FCA timescales and targets built-in - your team is guided through the correct complaint-handling workflow. It includes all your mandatory correspondence templates, such as the FCA Summary Resolution Communication. Your FCA DISP reports are generated with the click of a button.

Workpro is focused on customer care, offering a consistent, fair and transparent process. That includes processing data directly from a web form – as well as capturing and recording the complaints you resolve at the frontline.

Workload management and performance monitoring are addressed too, giving you complete oversight – and a clear process for learning from complaints.

Benefits at a glance

  • FCA DISP reporting
  • FCA targets and templates
  • Treat the customer fairly, every time
  • Improve productivity

Included as standard

  • Three-stage complaints workflow
  • FCA-compliant targets and alerts
  • Templates for letters and emails, including SRC
  • Standard reports library including FCA DISP
  • GDPR-compliant data protection case types
  • All customisable and extendable

Clear, FCA-compliant complaints tracking


Key features

View all features

Log & track all casework

Respond & resolve

Management information

Security & maintenance

Flexible hosting to suit your business

Workpro is available as Software as a Service or as an On-Premise installation. The choice is yours.

Installation options

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