Regulated Complaint Management

Financial services complaint management software

Complyr helps banking, consumer credit and insurance complaint teams capture cases, manage investigations, keep customers informed and report on outcomes. Replace spreadsheets and scattered emails with clear complaint records and workflows all in one place.

Make complaint decisions you can explain and evidence. Complyr’s fully configurable workflows support your FCA DISP complaint process, while connected case records help you prepare Financial Ombudsman Service (FOS) submissions. Use complaint reporting to identify recurring issues and support Consumer Duty oversight.

Three colleagues reviewing information together at a laptop

Meet FCA expectations and handle financial services complaints with confidence

Keep investigations moving, explain decisions clearly and spot recurring problems. Complyr gives your complaint team the workflows, case records and reporting tools they need to handle FCA DISP complaints and support Consumer Duty oversight.

89% fewer FOS referrals

Keep complaint evidence, conversations and decisions connected inside a case so your team can give customers consistently fair and well-supported answers

Complyr case actions showing structured workflow and next steps

96% closed in under 8 weeks

Keep your FCA DISP complaint process on track with clear ownership, structured workflows and visibility of important flags and next actions

Complyr workflow dashboard showing complaint progress across stages

Turn complaint data into action

Spot recurring issues with reliable complaint management information. Splice and dice your data to track trends, analyse root causes and evidence improvements

Complyr reporting dashboard showing complaint metrics and trends

Take control of regulated complaint handling

From investigation to management oversight, give your team the tools to handle financial services complaints, support customer needs and explain every decision.

Keep complaint files evidence-ready

Keep evidence, correspondence and decision rationale in one case file. Review the full complaint history and download relevant files for FOS submissions or compliance audits

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Structure your FCA DISP workflow

Fully configure workflows around your FCA DISP complaint process. Keep investigation steps clear and important flags visible so handlers know what needs attention

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Keep everyone in the loop

Exchange messages and files with customers, brokers and repairers via a secure case portal. Have full control over what they can see and keep your internal complaint file private

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Strengthen Consumer Duty oversight

Use complaint analytics to identify root causes, recurring issues and areas for improvement. Track outcomes to assess whether the fixes in place are working

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Questions + Answers

Financial services complaint management software FAQs