Ombudsman for Banking Services and Investments (OBSI)

OBSI Press Release

Challenge

• Needed a case management system to track and manage investigations
• Wanted the system to be accessible to OBSI staff across Canada
• Senior managers wanted the ability to monitor investigations in real time and provide feedback and advice to investigators

Solution

• Selected i-Sight Complaint Management Software for flexibility, security and ease of use
• New cases can be entered quickly and efficiently, then referred to investigators for followup
• At every stage, progress in the investigation is recorded and relevant staff are kept fully informed

Results

• Staff find it easier to collaborate and share information
• Improved management oversight of investigations
• More comprehensive reports, prepared in less time
• Advanced reporting tools make it easy to cross-reference cases, identify trends and detect problems

"We appreciated i-Sight’s flexibility, and we were able to configure the software to meet the specific complaint-management and investigation needs of our staff across Canada"

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