Vulnerable Customers
Support When It’s Needed Most
Provide the right support at the right time with journeys designed to identify and assist vulnerable customers. These workflows enable discreet disclosure, tailored messaging, and escalation pathways — all while maintaining a respectful, compliant approach.
Reduce your Cost to Serve
Key Outcomes & Benefits:
- Proactively support vulnerable customers by enabling discreet, secure disclosure through digital channels.
- Build trust through empathetic, tailored messaging that reflects individual needs and circumstances.
- Ensure regulatory compliance with structured processes for identification, response, and escalation.
Key Features:
- Customisable workflows to guide customers through self-identification and support options.
- Segmentation tools to deliver sensitive messaging based on behaviour or flagged interactions.
- Automated alerts and escalation triggers to route cases to the right team for timely follow-up.
Vulnerable Customers
Support When It’s Needed Most
Provide the right support at the right time with journeys designed to identify and assist vulnerable customers. These workflows enable discreet disclosure, tailored messaging, and escalation pathways — all while maintaining a respectful, compliant approach.
Useful Links
Clicks the links below for further valuable resources and information.
Key Outcomes & Benefits:
- Proactively support vulnerable customers by enabling discreet, secure disclosure through digital channels.
- Build trust through empathetic, tailored messaging that reflects individual needs and circumstances.
- Ensure regulatory compliance with structured processes for identification, response, and escalation.
Key Features:
- Customisable workflows to guide customers through self-identification and support options.
- Segmentation tools to deliver sensitive messaging based on behaviour or flagged interactions.
- Automated alerts and escalation triggers to route cases to the right team for timely follow-up.