Trinity - Treating Customers Fairly

To quote the FSA:

‘Treating customers fairly is something all firms should be doing in their day-to-day business.’

In many Financial Services Organisations [FSOs] there are large volumes of potential products that can be ‘sold’ to customers. How do staff in the front line know which products are most suitable, how do they navigate through the organisations product catalogue? And then how do they evidence this to the customer, and the FSA?

With the Trinity software solution you will be able to help your staff, and indeed customers and prospects, find the right product for them. It will simplify and support what could under normal circumstances be a difficult conversation or process.


For further information contact us

 

Solution Overview

Scope of Solution

 

  • Make it easy for customers to buy
  • Help staff navigate their way to the right product
  • Help customers to see you are doing the best for them
  • Simplify the buying decision process
  • Corporate logic delivered right in the front office
  • Consistency, knowledge and great customer experience
  • Achieving the treating customer fairly principles
  • Evidence for you, the customer and the FSA

    The basic principles are to ensure:
  • Low or no system training overhead
  • A simple and yet engaging customer experience
  • Tracking and workflow to maximise business
  • A measure of performance and the ‘value add’
  • Evidenced ‘advice’ for customer and FSA
  • Leads generated for other specialised channels
  • Can be delivered ‘as is’ standalone to the internet or mobile phones.


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