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Book a Demo FREE: RG 271 Risk Assessment
Book a Demo FREE: RG 271 Risk Assessment

Complaints Pro for Superannuation Services

Your member-centric, enterprise complaints management solution

  • ASIC RG 271 Compliant
  • In-built AFCA EDR Processes
  • ISO 10002: 2023 Compliant
  • Powered by Salesforce
  • Hosted in Australia
Superanoution services

Your member-centric, enterprise complaints management solution

  • ASIC RG 271 Compliant
  • In-built AFCA EDR Processes
  • ISO 10002: 2023 Compliant
  • Powered by Salesforce
  • Hosted in Australia
Book a Demo

Is your current complaints management process disorganised, time consuming, and error prone? Complaints Pro for Superannuation Services is the solution.

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OLD WAY
Spreadsheet Hell
Your current excuse for a Complaints Management Process
  • Managing complaints in a spreadsheet
  • No clear structure or centralised workflow
  • Few complaint capture channels
  • Non-standardised processes
  • Difficult and confusing reporting structure
  • No birds eye view
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NEW WAY
Complaints Pro for Superannuation Services
Where you finally get your Complaints Management Process together
  • One uniform system
  • Clear and simple self-guided workflows
  • Compliant out of the box
  • Multi-channel complaint capture
  • Simple and easy to use reports and dashboards
  • Fail-safe processes
  • Role based privileges

Trusted by industry leaders

Send and Receive (2)

Streamlined Communication Management

Send and receive both emails and SMS directly from Complaints Pro, with email signatures and ‘from email address’, that reflect the brand the complaint is related to.

Send and Receive (2)

Intuitive Information Capture

Self-guided wizards make it easy to capture lodged as open and closed on first contact complaints, whilst ensuring all data required for compliance is collected. Also, with clever features like being able to drag and drop emails from outlook directly into a case file, gather evidence with ease.

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Workload Tracking

Track open cases, investigations, and to-do’s by due date, severity, and other criteria. View items that need actioning in a variety of formats, including monthly calendar view, Kanban, and list/detail views.

Reports and Dshboards

Analytics and Reports

Provides interactive dashboards, an extensive report library, and ad-hoc report design tools with full drill-down support. Reports can also be delivered daily, weekly or monthly to your mailbox.

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Case Management

Ensure streamlined end to end processing of all cases regardless of severity, whilst adhering to required SLA targets and other regulatory requirements, with key features such as:

  • Role based privileges
  • Evidence management
  • Activity timeline: A real time transcript of every single action during the complaints management process

Want to see Complaints Pro for Superannuation Services in action?

Book a demo today.

Book a Demo

What's the investment?

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Complaints Management
$3000
Book a Demo

Add-ons

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Primary User $150 /mth

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Lite User $100 /mth

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Other User $50 /mth
Book a Demo

Don’t take our word for it

Industry Logo (Superannuation Services, Yellow)Artboard 1-1

"Causia seamlessly integrated Complaints Pro for Superannuation Services with our existing CRM, making the project effortless. From requirement extraction to POC delivery, solution design, and test scripts, the Causia team delivered on all fronts, making it a genuine success.

Complaints Pro for Superannuation Services has been exceptionally well-received by both end-users and business leaders, and I've received positive feedback from regulators and our trustees. I highly recommend Complaints Pro for Superannuation Services to manage superannuation-related dissatisfaction and complaints."

Michael Holmes - CRM Product Owner

Some common questions

Is Complaints Pro for Superannuation Services CPS 234 Compliant?

Yes, Complaints Pro for Superannuation Services is 100% compliant to all regulatory bodies that govern both the Superannuation Services industry and financial services industry as a whole.

What happens if ASIC RG 271 is updated?

Causia is responsible for keeping your system up to date with any and all RG 271 updates.

Do I have to manually extract and prepare data from Complaints Pro for Superannuation Services for my IDR regulatory portal report?

No. Complaints Pro for Superannuation Services has a one button ASIC IDR Regulatory Portal Report Extract. When combined with a reconciliation report, you get full visibility into your data before submitting the report to ASIC.

Is a Salesforce license required in order to use Complaints Pro for Superannuation Services?

No, users only need a Complaints Pro for Superannuation Services license as it includes the Salesforce platform.

How long does it take to implement Complaints Pro for Superannuation Services?

Complaints Pro for Superannuation Services can be implemented into your organisation in as little as 6 weeks, including full training.

If we end up getting confused and require help, how can we obtain assistance post purchase?

Via the online support portal. Causia's customer success team are always ready to ensure that your questions are answered and everything is running smoothly, at zero additional cost.

Where will my data be stored?

Thanks to Salesforce, your data can be stored in your choice of secure Salesforce data centres worldwide.

Take a look at some case studies and related articles

The Ultimate Guide to RG 271

Overwhelmed by the chaos that is RG 271? We break down everything you need to know.

NRMA Case Study

Discover how Complaints Pro for All Industry provided a clean, simple, and futureproof solution to NRMA's complaints handling chaos.

Wesley Mission Case Study

Learn how Complaints Pro for Community Services standardised Complaints, Quality, and Compliance for one of the largest non-for-profit organisations in Australia.

9 Costly Mistakes in Complaints Handling

Discover the most common complaints management practices that could be critically effecting your company's performance.