Financial Services firms have an obligation to ensure vulnerable customers are treated fairly and
receive good outcomes. A key contributing factor to achieving this is the knowledge and competence of employees, particularly their ability to recognise and appropriately respond to their vulnerable customers’ needs.
While many organisations are investing heavily in training and resources to support vulnerable
customers, ensuring this knowledge is embedded and applied over time is equally important. Expertly created Vulnerable Customer (VC) questions in Clever Nelly ensure employees remain confident, competent, and prepared – both over time and when it matters most.
Learn More about Vulnerable Customer Question Set by downloading the guide below:
