Business user insights
Guides, top tips and insights tailored to individuals working within the financial services industry, helping you to create better outcomes for your clients.

Key takeaways from the FCA’s vulnerable customer review
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Key takeaways from the FCA’s vulnerable customer review
11th March 2025 by Darryl
Monthly financial services review data update: February
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Monthly financial services review data update: February
10th March 2025 by Darryl
Monthly financial services review data update: January
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Monthly financial services review data update: January
10th March 2025 by Darryl
Jacqueline Dewey named in Women in FinTech Powerlist 2024!
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Jacqueline Dewey named in Women in FinTech Powerlist 2024!
7th March 2025 by Darryl
How to ask for customer reviews
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How to ask for customer reviews
24th February 2025 by Darryl
The value of the Net Promoter Score (NPS)
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The value of the Net Promoter Score (NPS)
10th February 2025 by Darryl
What are Consumer Duty cross-cutting rules?
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What are Consumer Duty cross-cutting rules?
21st January 2025 by Darryl
How to improve Consumer Duty board reporting
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How to improve Consumer Duty board reporting
20th January 2025 by Darryl
2024: A year in review for Smart Money People
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2024: A year in review for Smart Money People
13th January 2025 by Darryl
FCA's Consumer Duty priorities for the rest of 2024/25
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FCA's Consumer Duty priorities for the rest of 2024/25
18th December 2024 by Darryl
Why you should invite customers to leave reviews
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Why you should invite customers to leave reviews
16th December 2024 by Darryl
How customer reviews can help with SEO
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