Customer feedback online survey

Do you know what your clients think of you?

Under the FSA’s TCF strategy, firms' are required to have in place sufficient management information to demonstrate to the FSA and their clients that they are consistently treating their customers fairly.

Whilst obtaining feedback from your clients can form part of this management information, actually knowing what your clients think of you and the services you provide has many more uses.

Proactively asking for feedback from your clients builds loyalty and confidence in you, particularly when we are going through difficult times, and can set you apart from your competitors.

In conjunction with the The Customer Feedback (TCF) Centre, Professional Edge is able to provide you with an online survey which is quick and easy to use; this efficient process allows you to gather and action client and staff feedback.

You have the ability to set your own benchmarks and measure how your firm is doing across different business areas, Advisers or processes and against other firms, through the use of pre-populated questionnaires.

Features at a glance

  • The questionnaires have been designed to test your performance against the six Treating Customers Fairly outcomes
  • Online feedback process
  • Centrally collated responses enabling you to review the feedback and produce valuable management information about your firm’s 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 allowing you to ask questions of your peers in a safe environment

View the online demo

Watch the 5 minute demo for an overview of how the feedback system works.

View the TCF Centre survey demo

Access the TCF Centre survey

Advisers can access the survey at a subsidised rate of just £10 +VAT per adviser per month.

Access the AXA Winterthur Wealth Managements TCF Centre here