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

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Why you should always respond to customer reviews
Why you should always respond to customer reviews
Why you should always respond to customer reviews
9th May 2025 by Darryl
Posted in For Business, Business guides
Monthly financial services review data update: April
Monthly financial services review data update: April
Monthly financial services review data update: April
7th May 2025 by Darryl
Posted in For Business, Business guides
Balancing purpose and profit: How ethical narratives drive customer loyalty
Balancing purpose and profit: How ethical narratives drive customer loyalty
Balancing purpose and profit: How ethical narratives drive customer loyalty
29th April 2025 by Emma
Posted in For Business, Business guides
Meet our British bank awards 2025 finalists!
Meet our British bank awards 2025 finalists!
Meet our British bank awards 2025 finalists!
29th April 2025 by Darryl
Posted in For Business, Awards
Monthly financial services review data update: March
Monthly financial services review data update: March
Monthly financial services review data update: March
11th April 2025 by Darryl
Posted in For Business, Business guides
Monthly financial services review data update: February
Monthly financial services review data update: February
Monthly financial services review data update: February
8th April 2025 by Darryl
Posted in For Business, Business guides
How customer reviews can help you to evidence Consumer Duty outcomes
How customer reviews can help you to evidence Consumer Duty outcomes
How customer reviews can help you to evidence Consumer Duty outcomes
26th March 2025 by Darryl
Posted in For Business, Business guides
Gen Z is the most underinsured generation, despite risk of theft and loss
Gen Z is the most underinsured generation, despite risk of theft and loss
Gen Z is the most underinsured generation, despite risk of theft and loss
12th March 2025 by Emma
Posted in For Business, Financial insights
Key takeaways from the FCA’s vulnerable customer review
Key takeaways from the FCA’s vulnerable customer review
Key takeaways from the FCA’s vulnerable customer review
11th March 2025 by Darryl
Posted in For Business, Business guides
Monthly financial services review data update: January
Monthly financial services review data update: January
Monthly financial services review data update: January
10th March 2025 by Darryl
Posted in For Business, Business guides
How to ask for customer reviews
How to ask for customer reviews
How to ask for customer reviews
24th February 2025 by Darryl
Posted in For Business, Business guides
The value of the Net Promoter Score (NPS)
The value of the Net Promoter Score (NPS)
The value of the Net Promoter Score (NPS)
10th February 2025 by Darryl
Posted in For Business, Business guides
What are Consumer Duty cross-cutting rules?
What are Consumer Duty cross-cutting rules?
What are Consumer Duty cross-cutting rules?
21st January 2025 by Darryl
Posted in For Business, Business guides
How to improve Consumer Duty board reporting
How to improve Consumer Duty board reporting
How to improve Consumer Duty board reporting
20th January 2025 by Darryl
Posted in For Business, Business guides
2024: A year in review for Smart Money People
2024: A year in review for Smart Money People
2024: A year in review for Smart Money People
13th January 2025 by Darryl
Posted in For Business, Smart Money People news
FCA's Consumer Duty priorities for the rest of 2024/25
FCA's Consumer Duty priorities for the rest of 2024/25
FCA's Consumer Duty priorities for the rest of 2024/25
18th December 2024 by Darryl
Posted in For Business, Business guides