Feedback is managed more effectively
The Customer Feedback Centre gives you a slick, simple process to gather, collate and analyse client feedback and that means that you can focus on what’s most important, the results.
Online or Paper-based Questionnaires
- Intelligently designed questionnaires cover all aspects of financial advice and planning
- Questionnaires collated automatically
- Import feedback requests from your back office or CRM solution
- Send your feedback requests out in seconds
- Excellent response rates
Extensive management information
- View results for an individual, group or your business as a whole
- Traffic lights highlight performance
- Easy to understand graphs and icons show feedback results
- Benchmark against your internal service standards
- Site comparisons with the entire TCF Centre community
- Email alerting for negative responses
Identify referral & testimonial opportunities
- Identify clients who will give you referrals or testimonials
- Graphs, icons and email alerts tell you the type of feedback you have received at a glance
- Automatically ask for a referral when a client responds positively to a questionnaire
- Automated links to social or business networking sites promote viral marketing and professional connections
Delivering fair outcomes for all your clients
- Automated process means you can ask 100% of your clients for their opinions on your service
- Management information targeted against the six Treating Customers Fairly outcomes
- Meaningful results for regulatory assessments
- Action plans with measurable success criteria
Customisable for a personal approach
- Personalise your feedback questionnaires
- Tailor to your specific approach
- Add your logo and corporate style
- Set your own email templates
- Feedback requests carry your brand
- Add your own additional questions about your approach to communication, client care or to gauge interest in other services that you offer