The Customer Feedback Centre for Advisory Firms Satisfied clients, better marketing and improved business results

Extensive management information

View results for an individual, group or your

business as a whole

Traffic lights highlight performance

Easy to understand graphs and icons show

feedback results

Benchmark against your internal service standards

Site comparisons with the entire TCF Centre

community

Email alerting for negative responses

Do you know what your clients really think about

your service? And if you do, are you making the

most of the feedback your clients give you?

What is The Customer Feedback Centre?

An online client feedback solution which tells

you what your clients think

A simple, elegant process to gather, collate

and analyse client feedback

It promotes your services through automated

marketing and social networking It can be set up in minutes

How will it benefit your business?

It develops your overall proposition and

measures its success on an ongoing basis

It helps you generate more referral business

It promotes targeted marketing

It provides valuable TCF evidence

It leads to more effective client management.

The Customer Feedback Centre is simple to use and

we provide all the content and support you need to

deliver a well crafted client feedback programme.

Simply register at www.tcfcentre.com and your firm

could be up and running in just minutes.

Online or Paper-based Questionnaires

Intelligently designed questionnaires cover all

aspects of financial advice and planning

Questionnaires collated automatically

Import feedback requests from your back office or

CRM solution

Send your feedback requests out in seconds

Excellent response rates

"TCF Centre helps us to view our business

from our clients' perspective.” Chris Glazier, Managing Director, Tom French & Associates

"We are pleased to endorse this tool as a key support service in helping IFA's

improve and develop their overall service." Gary Kershaw, Compliance Director, Simply Biz Services Plc

Delivering fair outcomes for all your clients

Automated process means you can ask 100% of your clients

for their opinions on your service

Management information targeted against the six Treating

Customers Fairly outcomes

Meaningful results for regulatory assessments

Action plans with measurable success criteria

Customisable for a personal approach

Personalise your feedback questionnaires

Tailor to your specific approach

Add your logo and corporate style

Set your own email templates

Feedback requests carry your brand

Add your own additional questions about your approach to

communication, client care or to gauge interest in other

services that you offer

Get started quickly and easily

Getting set up is quick and easy and we provide all the

support you need including online training courses and

advice about best practice to ensure you get immediate

return on investment. In addition The Customer Feedback

Centre Library contains a wealth of information and advice

on how to make the most of your client feedback.

"Whilst meeting our primary

requirement to address TCF obligations,

it also monitors adviser risk and

encourages viral marketing through its

new social marketing links - tasks

impossible to achieve cost effectively

without this system.” Graham Cross, Chief Operations Officer, Helm Godfrey

Partners Limited

"The service and support we receive from

FinQS is second to none.” Rebecca Barnes, Marketing Manager, Web Financial Services Ltd

Contact FinQS on 01564 711153 or

register now at

www.tcfcentre.com/register.aspx

Identify referral & testimonial opportunities

Identify clients who will give you referrals or

testimonials

Graphs, icons and email alerts tell you the

type of feedback you have received at a

glance

Automatically ask for a referral when a client

responds positively to a questionnaire

Automated links to social or business

networking sites promote viral marketing

and professional connections