FCA Dashboard

All your FCA compliance tools in one place

FCA Dashboard puts all your FCA Compliance and Competency controls at your fingertips

One Easy to Use Portal

The FCA Dashboard provides users with a centralised view of all important areas of FCA compliance,  giving instant access to information based on user privilege-level.

It is also a portal for direct login to FCA Tracker and FCA online learning, and pulls together up to the minute headline sales, compliance statistics and reporting all in one place, enabling you to easily manage and maintain compliant operations on a daily basis.

Competency Assessments & CPD Logs

Ensuring that your team-members remain competent to discuss both finance and insurance is at the heart of a dealer’s ability to transact business. FCA Tracker’s competency assessments ensure that everyone involved in regulated activities can prove that they are suitably qualified to carry out those tasks.

The FCA Dashboard seamlessly draws this information from the online portal, and provides management with an instant status overview of all staff training, including the monitoring of both online competency training and the Continuing Professional Development (CPD) annual requirement.

Document Library & Complaints Process

Regulation can be a tricky business and people can’t be expected to remember everything. That’s why every regulated team-member and user has access to a customisable library of reference documents which can be housed in the Document Library of the FCA Dashboard. Whether you need a reminder of why, when, how or what, you can easily and quickly find the answer!

The recording of customer complaints and their outcomes is critical to the continued success of any business. Using the FCA Dashboard Complaints tool makes this job simple and straightforward, enabling root causes to be identified so that remedial action can be taken swiftly. The FCA Dashboard makes complaints handling easy, enabling reports to be run to analyse customer complaints data and identify trends with ease, and also providing the data required for GABRIEL submissions.

Find out more

Complete the form and contact us today for a no obligation demonstration of how the FCA Dashboard can help you with the management of your dealership compliance.

ISO 27001:2013