Smart Money People Logo
Go to business site

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.

For Business
Home / Resources / For Business
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
Why you should invite customers to leave reviews
Why you should invite customers to leave reviews
Why you should invite customers to leave reviews
16th December 2024 by Darryl
Posted in For Business, Business guides
How customer reviews can help with SEO
How customer reviews can help with SEO
How customer reviews can help with SEO
3rd December 2024 by Darryl
Posted in For Business, Business guides
New research: Understanding and disclosing vulnerability - a broker’s perspective
New research: Understanding and disclosing vulnerability - a broker’s perspective
New research: Understanding and disclosing vulnerability - a broker’s perspective
27th November 2024 by Darryl
Posted in For Business, Business guides
Business article: Is embedded insurance the key to unlocking customer loyalty?
Business article: Is embedded insurance the key to unlocking customer loyalty?
Business article: Is embedded insurance the key to unlocking customer loyalty?
18th November 2024 by Guest author
Posted in For Business, Business guides
The impact of not collecting customer reviews
The impact of not collecting customer reviews
The impact of not collecting customer reviews
5th November 2024 by Darryl
Posted in For Business
Takeaways from the FCA’s Consumer Duty review in payments
Takeaways from the FCA’s Consumer Duty review in payments
Takeaways from the FCA’s Consumer Duty review in payments
5th November 2024 by Darryl
Posted in For Business, Business guides
Insights from our recent savings webinar
Insights from our recent savings webinar
Insights from our recent savings webinar
18th October 2024 by Darryl
Posted in For Business, Financial insights
How to use customer feedback to improve service
How to use customer feedback to improve service
How to use customer feedback to improve service
11th September 2024 by Darryl
Posted in For Business
Insurance Uptake Score results H2 2023: annual travel insurance to see surge in uptake over next 12 months
Insurance Uptake Score results H2 2023: annual travel insurance to see surge in uptake over next 12 months
Insurance Uptake Score results H2 2023: annual travel insurance to see surge in uptake over next 12 months
27th August 2024 by Emma
Posted in For Business, Industry news