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Consumer Duty Expert Advisory Service

Alongside our partners TCC, a renowned consultancy firm specialising in financial services, and Recordsure, a unique AI RegTech provider, we can offer your organisation advisory services on Consumer Duty regulations.

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Consumer Duty Regulation

The Consumer Duty, a pivotal piece of legislation came into effect on July 31 2023. This landmark regulation places significant responsibilities on financial institutions to act in the best interests of their customers, ensuring fair treatment and improved outcomes for all consumers.

Download our handy infographic for a quick recap:

Download our Consumer Duty Infographic

Our Tailored Advisory Services

Products & Services

We help you review products and services with greatest risk of causing consumer harm. Capturing and analysing insights from consumer feedback are just one of the ways you can do this.

Consumer Understanding

Our experts will help you develop new communication standards, ensuring each consumer channel is effective in supporting customers.

Consumer Support

We help you identify improvements in specific customer journeys to better support customers in vulnerable circumstances. We also help review your customer support channel approach and the metrics you are using to monitor this.

Data Strategies

We can help review your existing data strategy approach to ensure customer intent, feedback and improvements can be extracted from the data.

Price & Value

We can help provide access to the right data to enable you to track and identify customer concerns and complaints around price and value, by identifying customer intent and feedback.

Customise our offering

Can’t see what you need or want a chat to discuss your requirements? Get in touch with our team.

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Triage Review Assess your firm’s underlying documentation to spotlight areas where compliance issues are likely reside
Readiness Assessment Expertise from our specialists who can provide a detailed review.
Plan Validation We can work with your firm to validate that you’re using the right solution to correct any compliance gaps

Our Consumer Duty Resource Hub

[INFOGRAPHIC] Preparing yourself for the FCA Consumer Duty Act

Protect, empower, and act in good faith with your customers by downloading our handy infographic outlining the 3 key elements of Consumer Duty.

[GUIDE] Achieve Positive Outcomes through Compliance

What is the criteria of the Consumer Duty and how can you ensure that your organisation is doing everything it can to adhere to regulations?

[BLOG] Our Team of experts share their insights

We caught up with our Client Success team and our Head of Solutions & Architecture to gather expert insights on how organisations should be shaping Consumer Duty requirements into actionable growth.

[GUIDE] The What, Why and How Behind Understanding Customer Intent

In this short guide we explore the importance of customer intent and the risks associated with overlooking it.