Is it me or is this worrying? This is easily checked pre and post-launch at very little cost (by a firm like us !) Could this be the end of ROBO advice? Read the article: https://lnkd.in/efsx8q7
I go into many businesses and see huge amounts of activity and real talent developing systems, processes and products. The problem is if I ask someone to describe what happens at the sharp end of the business, it is full of inaccuracies and assumptions. As a result,...
Wait for it… only 1% of advised consumers were aware versus 10% of non-advised. This could apply to any business with complexity (Or even no complexity). One option to address this is have the customer experience checked by experts (We have been doing this for...
Great article on CX – 50% of execs said they were going to focus on customer experience in 2018 to differentiate their businesses. A key addition to the base of starting to build a customer-focused business is to use mystery shopping to benchmark behaviours at every...
The concerns around the unregulated activities of some Introducer firms and the harm they could represent to all financial institutions who use their services continues to intensify. As much as Introducers can act as quick and relatively cheap lead generators for...
“The Financial Conduct Authority (FCA) has said firms should revisit advice given in the past after it found unacceptable examples of suitability reports as part of a review which involved 700 firms”. Having gone through a fact find and full advice, the customer is...
