Overview
Singular’s Complaint Tracking and Management application is designed to streamline the process of capturing, tracking, and resolving customer complaints. Singular helps your firm enhance customer satisfaction, improve operational efficiency, and maintain compliance with regulatory requirements.
Key Features
Centralized Complaint Repository
Store all complaints in a single, secure location with search and filtering options.
Real-Time Tracking
Monitor the status and progress of each complaint in real-time through an intuitive dashboard.
Easy To Use Workflows
Funnel complaints to appropriate members for follow-up and investigation.
Analytics and Reporting
Generate customizable customer or internal complaint reports.
Automated Notifications
Notify relevant stakeholders and customers of updates and resolutions through email.
Compliance Management
Connect appropriate product and problem codes to each complaint, ensuring compliance with FINRA regulations.
User-Friendly Interface
Enjoy an intuitive interface that simplifies conducting, tracking, and storing interviews and all relevant data for both users and administrators.
Benefits
- Enhanced Client Satisfaction: Quickly address and resolve complaints, leading to higher client satisfaction and loyalty.
- Improved Efficiency: Reduce response times and streamline processes with automation and centralized management.
- Actionable Insights: Utilize data-driven insights to identify root causes, improve processes, and prevent future issues.
- Scalability: Adapt to growing organizational needs with a solution that scales with your business.
- Regulatory Compliance: Maintain adherence to FINRA and SEC regulations effortlessly.
Why Trust Patrina Compliance with your data? Just ask our clients.
We couldn’t be the leader in regulatory compliance innovation without the trust of our clients. Compliance professionals like you.
We chose Patrina because the solutions our previous archive partner provided did not meet our growing needs... Patrina's service is impeccable.
I recommend Patrina to my state- and SEC-registered RIA clients because their email archiving system is equal to any in the market, and better yet, it's less expensive than any of the others. Patrina offers a comprehensive compliance suite so that my SEC and state RIAs can inexpensively capture everything in one portal...
