Gain Decision-Making Insights, Automate Processes, and Improve Performance
Through TruOI, financial industry companies can integrate and manage all corporate and location technology, customer forms, knowledge bases, and compliance requirements (from any system) on a single platform with user-level access permissions and single sign-on.
With insightful dashboards and performance-driven speedometers pulling data from all systems, you are able to visualize and manage an organization’s performance — from multiple locations — to correlate metrics and uncover areas needing performance adjustment.
Not only are you able to see how your organization is performing, but the platform also initiates automated business instruction based on timing or pre-programmed performance limits to keep the operation focused on company and team members success.
TruOI even connects directly to your corporate training systems to deliver automated, up-to-date feedback, training, success instruction, and team member guidance based on timed objectives, KPI's, or operational goals — all on one platform alongside a full audit trail.
One Platform. One Sign-On. One Price.
Don't Take Our Word for It
WHAT OUR CLIENTS ARE SAYING
One Platform - One Price
The TruOI Operational Intelligence system is an easy to use and easy to deploy, no
programming skills required, operational success platform that operates with teams of
any size — whether you have a crew of five or 50,000.