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Marketing solutions
group Golley Slater has developed what it calls an “elegant”
solution to the problem that many financial services firms have
of proving that they are compliant with the financial regulator’s
TCF requirements.
With the FSA’s Treating Customers Fairly (TCF) regulation
implementation pending, the marketing solutions group has re-jigged
a wed-based management insight tool, called Kaleidaview, which it
originally created for Norwich Union. Initially aimed at helping
the insurance firm track how happy their customers were, it is now
being marketed as an ideal tool to help firms easily adhere to TCF
guidelines by December of this year.
Kaleidaview consists of three components: a data management tool,
research questionnaire and a management insight suite.
The concept is to deliver an organisation-wide dashboard of performance,
which is available all day every day, featuring benchmark standards
and allowing everyone in the organisation to monitor how they are
measuring up against the TCF standards.
Questionnaires will be delivered over the telephone and customer
data is loaded and merged and made available to anyone with authorised
access to the site.
Kaleidaview has been nominated for two national awards in their
sector, which are to be announced in the autumn.
- Pensions
Age August 2008
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