Golley Slater Contact Management | Treating Customers Fairly

Kaleidaview – Treating Customers Fairly (TCF) Solution

The Business benefits

• Concise TCF ‘dashboard’ across your financial products.
• Comprehensive and informed Management Information platform to support Financial Services Authority regulatory / compliance requirements.
• Quickly deployable, customised to your business and sitting outside your IT infrastructure.
• Cost saving by reducing information management costs
• Revenue generating by identifying product or service opportunities and saving lost customers.

What is Kaleidaview?

Giving customers a voice in your business, Kaleidaview is a powerful viewpoint research tool that brings together telephone based surveys with on line access to Management Information.

How does it work?

Your customer data, segmented by your business product, channel or outlet is loaded into Kaleidaview (typically monthly) and sample sizes set. Our tele-researchers speak to the customers and gain their satisfaction / TCF scores across their experience of your financial products. As soon as the survey is completed, the Management Information section of Kaleidaview is updated in real time and simultaneously published to your customised Kaleidaview web site. Being web based, the MI is accessible to anyone in your organisation with a suitable password.
 

The result

• Clear identification of TCF ‘hot spots’.
• A common measurement standard across your business.
• Tracking over time, a TCF / customer satisfaction dashboard across your financial products.
• 24/7 access to key customer satisfaction scores and other customised MI to your specification.
• League tables of TCF performance by product, customer segment, sales person or intermediary as required.
• Organisation-wide access allows benchmarks to be set and measured against over time.
• An efficient outsource solution as all is needed is your customer data.
   

Contact: Richard George, Business Development Director, 02920 786040 / 07980 897829. rgeorge@golleyslater.co.uk