1st April 2009

The Customer Feedback Centre teams up with Panacea

The TCF Centre FinQS logo

Panacea has teamed up with Axa Winterthur and technology provider FinQS to help small firms gain valuable client feedback and confirm whether the service proposition you have in place is valued by your clients.  Smaller IFA practices will now be able to compete with larger retail advice practices in gaining valuable client insight on their experiences and what they value.

The web-based AXA Winterthur TCF Centre provides Panacea members with discounted access to an innovative way to collect feedback from your clients.  We feel this is one of the best ways to market your business as well as having an easy route to build referrals and testimonials.  In addition to this, TCF Centre helps evidence the TCF culture within your practice by producing management information on how you react to your client comments.

This is the latest addition to AXA Winterthur’s Professional Edge service, which is designed to help advisers develop their business in line with industry regulations, through a range of AXA-supported services.

Features of the TCF Centre include:

  • questionnaires designed to test performance against the six Treating Customers Fairly outcomes**
  • online feedback
  • centrally collated responses enabling IFA firms to review the feedback and produce valuable management information about their performance
  • the ability to review trends either on a firm or individual basis
  • the ability to produce action plans based on the feedback received and to measure the success criteria and measure improvement
  • access to a library of TCF related documentation
  • access to a discussion forum enabling discussion with peers in a safe environment
  • the ability to set specific benchmarks and measure progress across different business areas, advisers or processes and against other firms, through the use of pre-populated questionnaires. 

Panacea has arranged discounted access to TCF Centre from £10pm per feedback individual. 

Click here to see The TCF page on this site

For more information contact:

Sim Sangha  BA (Hons) IMC

Sales Director

FinQS

Phone: 01564 711153 
Mobile: 07736 792184

e-mail: sim.sangha@finqs.co.uk

Website: www.finqs.co.uk

FinQS is a trading name for Financial Quality Solutions Limited (company number 6446848).

Internet communications are not secure and therefore FinQS does not accept legal responsibility for the contents of this message. Although FinQS operate anti-virus programmes, we do not accept responsibility for any damage whatsoever that is caused by viruses being passed. Any views or opinions presented are solely those of the author and do not necessarily represent those of FinQS. Replies to this email may be monitored by FinQS for operational or business reasons. FinQS is committed to providing the highest standard of service to all our clients through skilled and professional people. As part of our training and development commitment, calls to FinQS may now be recorded and monitored for training purposes.

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