Helping financial service providers respond to FCA guidance and rise to the challenge of supporting those in vulnerable circumstances.
How do you support customers in vulnerable circumstances? How do you meet FCA guidance on this? How can you embed a culture of customer-centricity that ensures you design for all customers now and in the future?
Stu Charlton, Experience Strategy Director of Financial Services at cxpartners, presents this webinar drawing on experience working with RBS, AXA and Hargreaves Lansdown.
We are six months on from the FCA publishing guidance about the fair treatment of customers in vulnerable circumstances. And while there is no simple formula, checklist or algorithm for meeting the challenge, understanding and designing for those in vulnerable situations results in a better experience for all.
Having designed services for cancer patients, people suffering financial shocks, survivors of domestic abuse and people who have experienced a mental health crisis, we’ll share some of what we’ve learned, to help financial services firms rise to the vulnerability challenge.
You’ll hear how to:
– Help vulnerable people trust requests for information
– Avoid making well-intentioned interventions increase the risk of harm
– Turn obligation into opportunity, and improve things for all of your customers.
cxpartners helps the world’s best companies to become truly customer-centred and thrive.
Wake Up Call: How to protect your IP when working with contractors, employees, collaborators and suppliers
8:30am
-9am
Online
BCI Webinar
In this webinar, business lawyer Jessica Bent will discuss the legal issues to ensure your intellectual property (IP) ownership and rights are clear and protected across all the relationships your business relies on. It will help you identify when IP comes into existence and what you need to protect, own and monetise it.
Freelancers’ Day – Co-work with us
8:30
-17:30
Future Leap, The Old Chapel, 16 Oakfield Road, Clifton, Bristol, BS8 2AP
Open Day
Luck isn’t a strategy – Systemise your sales engine: a keynote with Ryan Hall
12.30pm
-2pm
Barclays, Bridgewater House, Finzels Reach, Bristol, BS1 6BX
BCI Keynote
Every B2B founder or sales leader hits the same wall eventually. In the early days, growth feels personal. You’re the one sending the emails, working the deals, closing on gut instinct and sheer willpower. But then the cracks show up. The pipeline swings from feast to famine. Your best salesperson leaves, and half your revenue walks out the door with them. Your marketing feels like random acts of hope. You’ve got tools, tactics, a CRM full of contacts. But no system. No engine. Just effort.
In this talk, we’re bringing together two frameworks he’s been refining for years. Demand That Scales and Systems That Sell, into one blueprint that will help you take control over the way you go to market. We’re going to cover the full journey. How to generate consistent, predictable demand using LinkedIn and email, without relying on referrals, random inbound, or hoping your content goes viral.
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