Sesame and Bankhall have launched an online client feedback service to network members and directly authorised customers.
The service, TCF Centre, is an automated customer feedback system, which can be used by advisers to help improve their business processes and service, as well as providing ongoing evidence that adviser firms are treating their customers fairly. TCF Centre's feedback questionnaire can be e-mailed out to clients with one click and asks a range of questions about the fact-finding process, risk profiling, product understanding, documentation and overall service. Questionnaire responses are then compiled automatically and immediately by the system, identifying positive respondents to help ...
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