Upcoming webinars
Overcoming the challenges of managing vulnerable customers for debt collection and management
This webinar is for those working in the debt sector of financial services. Debt firms operate in a space where every client is, probably, financially vulnerable. There is a need to understand the full picture of a customer’s situation – especially when vulnerabilities are complex, layered, or go unspoken.
Overcoming the challenges of managing vulnerable customers for insurance firms
This webinar is for insurance firms. Many firms face real challenges in identifying and supporting vulnerable customers, largely due to limited interaction with the end client. Intermediaries handle much of the customer relationship, which introduces a layer of separation and increases the risk of inconsistent or missed assessments.
Overcoming the challenges of managing vulnerable customers for building societies
This webinar is for those working within building societies or small banks. Building societies face complex challenges when it comes to identifying and supporting vulnerable customers. Many vulnerabilities are hidden and go far beyond what credit scores or open banking data can reveal.
Overcoming the challenges of managing vulnerable customers in financial advice and wealth management
This webinar is for financial advisers, wealth managers, insurance brokers, intermediaries and mortgage brokers. Firms face a range of challenges when it comes to evidencing vulnerable customers. While most advisers/brokers understand their client’s personal situation, they lack the systems and structure to record this in a consistent manner.