A Unique Solution for Your Ombudsman Office

• Financial Services
• Complaint Tracking
• Fraud Investigation
• Anti-Money Laundering
• Ombudsman Software
• Compliance Investigation Software

Record. Respond. Report.

i-Sight Ombudsman Software is the choice of some of North America’s leading ombudsman offices, including the Ombudsman for Banking Services and Investments and the Royal Bank of Canada.

Each Ombudsman has a unique process for handling consumer complaints. With flexible workflow rules, configurable forms, letter templates and ad-hoc reporting, i-Sight provides a complete solution for your office.

Receive Complaints

i-Sight allows your team to record new complaints received through any channel, quickly and easily. Any authorized staff member can log new complaints using i-Sight’s intuitive web form. The intake form is completely customizable, so you can record all of the information needed for subsequent reporting.

Acknowledge Complaints

Many Ombudsman offices have procedures that require acknowledgement of complaints and regular status updates for the consumer. i-Sight can automate those processes, saving you time and ensuring that all internal processes are respected.

Track Milestones

i-Sight uses workflow and “alerts” to ensure that every milestone is met. Users are notified when status updates are due, and escalation notices are issued when deadlines pass.

Manage Complaints

Once a case has been assigned to the appropriate person, he or she can begin to record the resolution process. From within the specific complaint file, the case owner can

• Record notes
• Set reminders
• Assign tasks to others
• Send emails
• Generate letters using automatic templates
• Attach documentation
• Send for review
• Record the outcome

Benefits of i-Sight Software for Ombudsman Offices

• Quickly and accurately capture new complaints
• Acknowledge complaints promptly
• Maintain comprehensive records
• Improve efficiency by collaborating across the organization
• Effectively manage milestones and key dates
• Ensure necessary reviews are completed
• Effortlessly generate necessary reporting

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