"The vast majority of advisers do great work for their clients - their main challenge is evidencing this for the Consumer Duty, without detracting from the time they spend serving their clients."
- Gareth Thomas, COO of PlannrCRM
VouchedFor, the review site for financial and mortgage advisers, has partnered with Plannr to integrate its enhanced client survey tool, Elevation, into PlannrCRM.
The parnership will eliminate the need for manual client feedback collection, streamlining monitoring and evidence gathering to support Consumer Duty compliance.
The first stage of the integration will automatically send feedback requests throughout the client’s journey, assisting advice firms in meeting their Consumer Duty obligations and placing valuable insights in the hands of advisers and senior leadership.
Future developments could include pushing client feedback data back into Plannr and automating emails to clients whose answers highlight the need for further information.
Gareth Thomas, COO of PlannrCRM, said: “We want to help advisers work smarter, not harder. The vast majority of advisers do great work for their clients - their main challenge is evidencing this for the Consumer Duty, without detracting from the time they spend serving their clients. Our integration with Elevation will help them save time meeting regulatory requirements.”
Alex Whitson, managing director at VouchedFor, added: “We built Elevation to help advisers take the hard work out of the Consumer Duty and raise their client experience to the next level. Our integration with Plannr is the next logical step, making it easy for firms to collect and monitor client feedback.”
