SVARfair has a strong track record in achieving clear communication strategies, accreditation and quality assurance in their service offering.
We have completed a range of projects, specifically focused on:
- Client relationship management (CRM).
Marketing to specific customer segments with particular focus is those with life changing issues, ageing, later divorce, adapting to disability and bereavement.
We work with advisers and providers devising approaches in treating customers exceptionally with extra care, including the management of orphaned clients.
- Benchmarking and advice standard design
- Financial advice delivery
- Accreditation design
- Quality assurance
We cover a range of distribution channels and media including appropriate piloting and implementation
Financial capability. We understand how the provision of appropriate information and advice can help consumers. We create support mechanisms such as generic financial advice and information, web guides on ‘how-to’ and on specific financial planning areas
Later Life planning.
Designing a better quality advice provision and accreditation for the older client market.