March 20, 2023

TOPIC

Customer Communication

TIME

12.15pm

LOCATION

Zoom

AGENDA

Following the Consumer Duty Conference we had a request for a deeper dive into Customer Communication and how firms can ensure clarity and consistency to deliver good customer outcomes.


Anyone who is involved in general or specific communication with customers will find this useful so please feel free to forward this to anyone in your firm, particularly:

  • Sales Teams
  • Dealing Teams
  • Market Analysis (Daily/Weekly Reports)
  • Client/Customer Services
  • Marketing, Social Media & PR
  • General Customer Communications

Shapes First and Reynolds Busby Lee will talk to AFEP member about  practical steps they can take for ensuring clear communication for customers.  They will focus on how firms can understanding their target audience and how to ensure and measure the suitability of your communications, how to check if you’re getting it right and next steps firms should be taking to make sure they’re ready for 31st July.

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