Many advisers that we speak to are looking for a really practical way to evidence that they’re meeting the new Consumer Duty requirements.
Elevation is an enhanced client survey from VouchedFor which does exactly that.
Find out more
It collects completely private feedback, and benchmarks your performance against the industry - making it easy to evidence what you’re doing well, and identify areas where you need to focus.
In addition, you’ll get:
- Weekly email alerts - get notified if any recent reviews show signs of potential risk, so you can respond in real time.
- Consumer Duty Report - measure your firm’s performance against the four outcomes, helping you meet ongoing monitoring, culture and governance requirements.
- Value Assessment - make it easier to evidence ‘fair value’ by benchmarking drivers of ‘value’ against the industry.
