Complaints Pro: RG 271 Compliance Simplified

Complaints Pro guarantees 100% RG 271 compliance, streamlines reporting, and eliminates spreadsheet chaos. Keep your Complaints Management data report/audit-ready, accurate and efficient at all times.

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Trusted by leading financial services providers

Feedback from financial services providers who made the switch

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I have seen about 20 different Complaints Management systems in my time in the Financial Services Industry and Complaints Pro® is by far and away the best.
 
National Manager Complaint Solutions
Aware Super
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We highly recommend Complaints Pro for Superannuation Services to manage superannuation-related dissatisfaction and complaints.
 
CRM Product Owner
Michael Holmes
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"Complaints Pro for Banking got us ASIC RG 271 compliant fast, the whole bank love's how easy it is and Causia's support is incredible"
 
Team Manager
Top Australian Bank
"Complaints Pro for Insurance got us ASIC RG 271 compliant fast and Causia's support is amazing"
 
Manager
Large Australian Insurance Company

Speak To An RG 271 Expert

In a quick conversation, we'll discuss your approach to managing RG 271, show you how that compares to other similar Financial Services companies, and demonstrate how Complaints Pro will streamline your processes.

Are you managing RG 271 Complaints in Excel? Is generating the RG 271 Report taking TOO LONG?

If you're still tracking complaints in Excel or using a limited Complaints Management system, chances are generating those ASIC reports requires lots of work. Thats not to mention that you're still at risk of RG 271 fines.

Complaints Pro replaces outdated and unsuitable systems with an intuitive, automated platform that guarantees 100% compliance to RG 271. You never have to worry about data accuracy, reporting delays, or compliance breaches.

  • Ditch the spreadsheets & manual tracking: No more chasing updates, navigating endless tabs, or losing critical data. Complaints Pro streamlines every stage of the complaints process.
  • RG 271 IDR Reporting Simplified: Use Complaints Pro's One Button IDR Report Generator to create an upload ready CSV file in the correct ASIC format. No more sleepless nights preparing or cleaning up data, and ensure your data is always audit-ready.
  • Turn messy Excel Spreadsheets into valuable insights: Report on all fields within Complaints Pro and generate real time reports and dashboards. Using Drag & Drop Customisation for Reports and Dashboards, gain deep insights into complaint data and identify recurring issues.

With Salesforce-powered technology and 20 years of industry expertise, Complaints Pro is the leading complaints management system for Australian financial services companies.

CASE STUDY: NRMA

Complaints Pro was implemented in 6 weeks, and then rolled out to 186 users responsible for Complaints Management, and a further 300 call centre agents for capturing Complaints and Feedback.

NRMA CASE STUDY

CASE STUDY: Wesley Mission

Complaints Pro was implemented within 2 months, and rolled out to 50 users across all program areas. Plus, a further 500 Wesley Mission staff users for capturing Complaints and Feedback.

WESLEY CASE STUDY

The only RG 271 compliance experts in Australia

Complaints Pro is the only complaints management system built specifically for RG 271 compliance. Fast to implement, cost-effective, and fully customisable. Powered by Salesforce and backed by deep industry expertise, it’s the smarter way to stay compliant.

complaint management approch

Guaranteed RG 271 compliance. Always.

With Complaints Pro, compliance isn’t a guessing game. Every action, entry, and report is automatically aligned with ASIC RG 271. The system won’t let your team input non-compliant data, reducing risk and human error. Plus, it updates with every ASIC change—so you’re always compliant and audit-ready.

RG 271 compliance.
one click reports

One-Button RG 271 Report Generation

Manually fixing data before reporting is a thing of the past. Complaints Pro ensures every entry is ASIC RG 271 compliant from the start. When reporting time rolls around, just hit ‘Generate Report’ — no data cleanup, no stress. The system compiles everything instantly and precisely, as ASIC requires.

Full implementation in just 1 week

Forget a 6-12 month development project. Complaints Pro can be fully implemented in as little as one week, with minimal disruption! It’s fast, cost-effective, and guarantees 100% ASIC RG 271 compliance from day one. Instead of wasting time on setup, your team can focus on what really matters—growing the business.

1 Week implementation
Effortless to use

Effortless to use, powerful in results

Complaints Pro is intuitive, self-guided, and requires no expensive training—new users can navigate it in under 15 minutes. It integrates with your email and CRM, automating complaint management for faster resolutions. With built-in best practices and real-time insights, your team handles complaints better than ever before.

The #1 complaints management software for Australian financial services

Experts in RG 271 compliance

We specialise in RG 271 for Australian financial services. With deep expertise in complaints management, we ensure your processes are always compliant, efficient, and audit-ready.

The most cost-effective solution

Complaints Pro can save financial services teams up to 60% on complaints management costs. It offers full RG 271 compliance without the expensive overhead.

Fast, cost-effective, and easy to customise

Complaints Pro is fully RG 271 compliant in just one week—without expensive, drawn-out projects. Easily customise it in-house, saving time and IT costs.

Hosted in Australia and Powered by Salesforce

Rest assured that all of your data is being hosted and backed up in Sydney, Australia. Plus, Complaints Pro is powered by Salesforce, the leading SAAS provider in the world.

Book a demo and see Complaints Pro in action

Get a tailored walkthrough of Complaints Pro’s key features and see how leading financial services teams use it to effortlessly stay RG 271 compliant.

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Frequently Asked Questions

Can’t our IT team just build this in-house?

You could—but expect a costly, 12+ month project with ongoing updates for every RG 271 change. And when reporting time comes, can you guarantee full compliance with all 197+ ASIC regulations? Complaints Pro is ready now, fully compliant, and automatically updated—so you don’t have to worry.

How do I know Complaints Pro is the right choice for financial services?

Complaints Pro is trusted by Australia’s leading financial services providers, including Aware Super, Mercer, and IMB Bank. Designed specifically for managing financial services complaints, it ensures compliance, efficiency, and proven results.

Does Causia really understand RG 271 compliance?

Absolutely. With 20+ years of experience in complaints, quality, and compliance, Causia are the industry’s leading RG 271 experts. Complaints Pro is the only system with RG 271 compliance built in, out of the box—so you don’t have to worry about staying up to date with regulations.

Is my data secure with Complaints Pro?

Yes. Complaints Pro is powered by Salesforce, the world’s leading application provider. Your data is stored in highly secure Salesforce data centres worldwide, ensuring the highest level of security and compliance.

We already have a system, so why switch to Complaints Pro?

If you rely on spreadsheets, emails, or outdated systems, you're likely dealing with inefficiencies, errors, and compliance risks. Complaints Pro centralises everything into a single source of truth, automating tracking, reporting, and compliance so nothing slips through the cracks.

How does Complaints Pro handle data and reporting?

Complaints scattered across Excel, emails, and phone calls make compliance a nightmare. Complaints Pro integrates with your CRM, email, and other systems to centralise complaints, ensuring accuracy, consistency, and seamless regulatory reporting.

Will Complaints Pro work as we scale?

Yes. Complaints Pro is built to manage high volumes of complaints across multiple AFSLs, mergers, and growing teams. It ensures consistent reporting, compliance, and process improvements, no matter how complex your structure becomes.

Will my team actually use Complaints Pro?

Yes. Complaints Pro is intuitive, self-guided, and requires minimal training. Staff can log complaints effortlessly, ensuring higher reporting rates and better compliance—without the hassle.

Isn’t implementing a new system too time-consuming?

Not with Complaints Pro. While traditional systems take 6-12 months to implement, Complaints Pro can be fully implemented in as little as one week. It’s fast, cost-effective, and designed for financial services teams that need compliance without disrupting operations.

Let’s look at the numbers

20
years

Experience in complaints management best-practice

Experience in complaints management best-practice

1
week

Software implementation time

#1
software

for Complaints Management in Financial Services

Speak To An RG 271 Expert

In a quick conversation, we'll discuss your approach to managing RG 271, show you how that compares to other similar Financial Services companies, and demonstrate how Complaints Pro will streamline your processes.