Barton Hatcher Ingram

Client Overview

Independent Financial Advisor's, size: SME.

Client Need

Customer survey to support the FSA "Treating Customers Fairly" legislation.

Objective

To deliver a solution that provides independent customer feedback inline with the IFA Treating Customers Fairly legislation.

CSM Delivered

Email invitation to Online survey, quarterly reporting, B2C.

Results

The new tool delivered against the requirements laid down by the FSA, whilst also capturing what customers LOVE, and provided existing customers an opportunity to ask about other financial products.

During a standard compliance review, the FSA took unusual step of obtaining a full copy of the research methodology, the survey and questionnaires. Whilst the FSA does not endorse specific research agencies, the client received a very high compliance pass mark and was verbally commended for their "independent" customer engagement.

Would You Like:

• FSA compliance with a tried, test and trusted process?
• Compliance costs that offer your customers a mechanism to "get in touch" for new products?
• An independent benchmark across all IFS's in your organisation?

Fancy a chat to discuss your needs?

FREE PHONE 0800 970 9940