How are firms articulating a healthy culture using our technology?

CDi-i-Final

About

In module three, we introduce you to our award-winning continual assessment and improvement technology, explaining how our methodology aligns with the FCA’s four cultural drivers: Purpose, Leadership, People, and Governance.

We demonstrate how our latest product offering, Consumer Duty Insight (CDi) – which utilises our continual assessment technology, Clever Nelly – maps to regulatory benefits. You will also hear video testimonials and be able to access case studies from firms discussing how they use our technology to articulate their culture and correlate employee competence with customer experience and business performance improvements.

CDi connect

What is
Clever Nelly?

Clever Nelly is a multi-award-winning Artificial Intelligence tool that uses a personalised, continual assessment approach to improve knowledge and competence in the flow of work.

It guarantees that the training you provide is learned, retained, and translated into in-role competence.

What is
Consumer Duty Insight (CDi)?

Consumer Duty Insight (CDi) uses Clever Nelly’s continual assessment technology to assess Consumer Duty culture and competence firm-wide on a continual basis.

CDi diagnoses, embeds, and supports firms in benchmarking their organisation’s end-to-end competence and cultural assessment programme.

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How does our continual assessment model align with the FCA’s four cultural drivers?

This document explains how our continual assessment technology aligns with the four drivers of the FCA’s cultural framework.

CDi aligns with the FCA’s cultural framework by embedding the Duty’s objectives directly into the daily workflow. By requiring individual accountability through regular, personalised assessment, our technology ensures that employees across all functions understand their specific role in delivering good outcomes.

This continual approach provides firms with the objective data needed to evidence that their purpose is understood throughout the organisation and that their culture actively supports the interests of their customers.

CDi connect

Consumer Duty Insight: Regulatory benefits mapping

This document outlines the functionality and key regulatory benefits of CDi.

Operating in the flow of work and requiring, on average, less than one minute of an employee’s working day, CDi diagnoses, embeds, and supports firms in benchmarking their organisation’s end-to-end competence and cultural assessment programme.

Created in collaboration with industry experts, CDi features a comprehensive bank of standardised questions mapped to the four outcomes of the Duty.

Alongside the standard question set, CDi incorporates firm-specific questions unique to your context and Consumer Duty programme.

CDi connect

How are firms articulating a healthy culture using our technology?

LV Logo

Case Study | Identifying training weaknesses at LV=

"Under Consumer Duty, we can identify where the weaknesses are."

In this video

Rachel McGann, Training Specialist at LV=, discusses the benefits of identifying training weaknesses under the Consumer Duty and how the management information (MI) provided by our technology enables them to demonstrate a consistent approach to continuous improvement.

Measurable outcomes:

42%
Improvement in advisor knowledge of vulnerability

62.5%
Reduction in complaints

85%
Reduction in Call Wait Times

Logo-Allianz

Case Study | Improving sales performance at Allianz Partners

"Allianz Partners Health have seen record-breaking sales since we launched Clever Nelly. We can see how the effort we put into Clever Nelly to get the most out of our people, and enable them to do the best job possible, translates into these incredible results. It feels very rewarding."

In this video

Nadine Rother, Business Performance Lead at Allianz Partners, explains how the company increased sales growth and improved SLAs, First Touch, and Audit Scores by using Clever Nelly to optimise colleague performance.

Measurable outcomes:

26%
Sales growth

72%
Improvement in FTR (First Touch Resolution)

53%
Improvement in SLAs for Sales Support & Retention

NewDay_1

Case Study | Creating consistency at NewDay

"Clever Nelly really helps agents to build their knowledge – with that comes great confidence and consistency to provide customers with the right outcomes."

In this video

Francesca Rea, former Director of Operations at NewDay, explains how our technology supports customer-facing staff in building their knowledge, which in turn improves confidence. Consistent support drives the right behaviours, ensuring customers receive accurate information and achieve the right outcomes.

Measurable outcomes:

18%
Improvement in employee competence

7%
Improvement in Quality Assurance

35%
Reduction in Call Hold Time

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Case Study | Reducing risk & errors at Phillips & Cohen Associates

"We’ve really found a way to improve the learner experience with Clever Nelly, high-risk failures are essentially gone, and fewer people-based errors are happening."

In this video

Curtis Vincent, Chief Human Resources Officer at Phillips & Cohen Associates, explains how our technology reduces risk to the business, clients, and customers by improving speed-to-competence, enabling the business to reduce errors and better serve customers.

Measurable outcomes:

$1.5m
Annual savings by reducing high-risk failures

15.6%
Improvement in frontline competence

14.6%
Improvement in Quality Scoring