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Training & Competence Expertise

AITrackRecord helps financial services organisations enhance the outcomes and outputs from their Training and Competence (T&C) schemes and processes. We provide financial services organisations with unparalleled Training & Competence know how based on extensive T&C practitioner experience and industry contribution and engagement. We can help you get the best out of your existing scheme or help you plan for the future through our highly consultative approach  Learn more…

Competence Development Management

Ensuring your employees are competent and trained effectively can have a significant impact on company performance and the bottom line. Strict FCA and PRA regulations also mean that firms need to be able demonstrate that their employees have the right competencies, qualifications and are fit and proper to carry out their roles. Find out how AITrackRecord can help you manage your employees’ competence development Learn more…

Individual Accountability Regime Management (IAR)

AITrackRecord can help your firm address the regulatory aspects of the Senior Managers Regime (SMR), Senior Insurance Managers Regime (SIMR), Certification Regime (CR) and Conduct Rules to make it easier to successfully manage and keep track of all aspects of IAR. If you have to adhere to the new regime, you must have the right solutions and processes in place to ensure accountability, certification and conduct are tracked and managed. Learn more…

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Other Expertise

CPD Management

AITrackRecord will help your firm formulate a proactive CPD strategy, focused on linking CPD to personal competence and increasing its relevance to your business. Find out how we can help you manage your CPD activities.
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Record Keeping

Effective record keeping can be a substantial challenge, with relevant employee records potentially spread across different departments and in a variety of formats. Find out how AITrackRecord can help you tackle this and other record keeping challenges Learn more…

Training & Competence Reporting

Firms need to ensure that they are collecting and analysing the right data to help them manage their business through informed decision making and good governance. Find out how AITrackRecord can help your firm tackle training and competence reporting. Learn more…

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