Help for

Investment Administrators

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The Challenges

  1. Building effective and compliant complaint handling procedures and training them throughout the organization. Learning to compensate customers coherently. Ensuring that feedback from dissatisfaction improves practices and training staff throughout the organization to use them.
  2. Explaining to clients why complaints have to be upheld
  3. Ensuring that systems provide a safe and efficient service

Solutions

Help for you

Adam helps a wide range of organisations like yours - from dispute resolution centres, law firms and publishers to life assurers and small IFAs. For a complete list click here

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