See your firm’s scores against the 4 Consumer Duty outcomes.
Learn how you compare against industry averages.
Gain clarity on what to include in your Consumer Duty plan.
Understand how these factors could boost your revenue.
The FCA has published its final Consumer Duty paper. Financial advice firms must create an implementation plan by the end of October 2022 and be following the new rules by July 31st 2023 for new and existing products/services. No mean feat given the scope of the paper.
To help, the Elevation team at VouchedFor is offering 500 financial advice firms a free Consumer Duty Report on a first-come-first-served basis.
The reports are powered by your clients’ feedback and will uncover your firm’s strengths and weaknesses against each of the four Consumer Duty outcomes, helping you get ready for the Consumer Duty in time for the 31st July deadline as well as identifying ways to drive revenue.
Complete the form to request a free Consumer Duty Report.
A member of the Elevation team will help invite the client feedback that will fuel your report.
Your report aims to improve both compliance and revenue.
Elevation is a new system from VouchedFor that helps advice firms deliver first-class client experiences and meet Consumer Duty requirements using actionable data from client feedback. It is fuelled by analysis of over 250,000 client reviews.
Elevation shows advice firms how their client experience compares with industry averages. It also reveals the specific things that advisers should do to increase prospect conversion, generate more client recommendations and reduce risk.
The system produces a live Consumer Duty Report that advice firms can use to measure and improve progress made against the four Consumer Duty outcomes. This report can also be shared with the regulator.
All feedback collected through Elevation can be private.
Feedback or questions? We’d love to hear from you. Please email firstname.lastname@example.org.
This offer is produced and delivered by Elevation, which is a system created by VouchedFor Ltd (company number 07485300). The offer is governed by VouchedFor’s terms and conditions and our promotional partners assume no responsibility for the offer’s promotion or fulfilment.
*We asked 5 consultants what they’d charge to run a client survey and produce a report. The lowest quote received was £2,500+VAT. None of the offerings included the industry benchmarking and commercial data that this report will include.