EATT 2023 Disturbance Demo – Elevation by VouchedFor
Elevation is powered by insights from client feedback
It helps firms with their ongoing Consumer Duty response
It also helps drive revenue
In their own words:
“Elevation, created by VouchedFor, uses powerful client surveys to help advise firms to improve client experience, increase revenue and meet Consumer Duty requirements.
Its intuitive firm- and adviser-level dashboards track your progress vs the industry against these 3 goals:
1. Creating brilliant first impressions, increasing new client conversion rate
2. Delighting existing clients, generating advocacy and retention
3. Safeguarding clients’ best interests and mitigating risk
Its analysis of over 250,000 clients’ feedback reveals the specific things (aka ‘drivers’) to focus on to drive improvement. These cover everything from the clarity of correspondence to the understanding of risk.
Elevation also produces a Consumer Duty Report which reveals how you score against each of the 4 Consumer Duty outcomes.”
HQ: Teddington, London
Product Displayed: Elevation
Presenter: Alex Whitson, Managing Director & Sam Hillier, Product Manager