VouchedFor, the review site for financial and mortgage advisers, has partnered with Plannr to integrate their enhanced client survey tool, Elevation, into PlannrCRM.
The move is the start of a partnership in which both parties hope will offer advisers “significant efficiencies” by eliminating the need for manual client feedback collection.
PlannrCRM chief operations officer, Gareth Thomas, said: “We want to help advisers work smarter, not harder.
“The vast majority of advisers do great work for their clients - their main challenge is evidencing this for the Consumer Duty, without detracting from the time they spend serving their clients.
“Our integration with Elevation will help them save time meeting regulatory requirements.”
The first stage of the integration will automatically send feedback requests throughout the client’s journey, helping advice firms meet consumer duty obligations.
While future developments could include pushing client feedback data back into Plannr and automating emails to clients whose answers highlight the need for further information.
VouchedFor managing director, Alex Whitson, added: “We built Elevation to help advisers take the hard work out of the consumer duty and raise their client experience to the next level.
“Our integration with Plannr is the next logical step, making it easy for firms to collect and monitor client feedback.”
Elevation claims to deliver a higher response rate, of 40 per cent on average, than other survey solutions.
With the PlannrCRM integration, firms will be able to "effortlessly" ask for feedback for all clients which, the companies said is a fundamental element of consumer duty.
tom.dunstan@ft.com
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