SVARfair’s consultancy service has helped our clients achieve clear communication strategies, accreditation and quality assurance in their service offering. We have completed a range of projects that have specifically focused on:
Client relationship management (CRM) – marketing to specific customer segments, in particular those with life changing issues such as the elderly, divorced, disabled and bereaved. Advisers and providers devising approaches to treating customers fairly in after sales care, including the management of orphan clients.
Relationship management (RM)
Treating customers fairly (TCF) – identifying and exploring business opportunities through TCF principles.
Benchmarking advice standards
Delivering financial advice – across a range of different distribution channels and media. Piloting and implementing a generic financial advice service and on advising in the ‘older client’ market.
Financial capability – how the provision of appropriate information and advice can help consumers. The creation of support mechanisms such as offering generic financial advice and information, web guides on ‘how-to’ and on specific planning areas such as IHT
Later Life planning – establishing and developing better quality advice provision and accreditation for the older client market and Later Life planning training and accreditation.
Corporate Social Responsibility (CSR) – developing CSR themes around specific customer offerings.