Best practice communications training
Rooted in 10 years of communications testing, and most pertinently, the insight from testing hundreds of documents with a thousand customers in the run up to the 2023 Consumer Duty deadline, The Wisdom Council brings you Best Practice Communications – an e-learning module.
Support to embed best practice across your firm
The module is designed for all those across an organisation writing customer-facing materials from compliance to operations, front office to marketing.
It is evidence based, including direct customer feedback and worked examples and can be accessed via a secure third-party portal or through your own e-learning platform.
The benefits of our training
The training will allow for better communications through:
- Identifying the issues that many customers face when reading documents from financial services providers
- The common misconceptions of ‘Financial Services Customers’
- How to understand your customer
- Practical steps to writing engaging customer communications
- How to spot a good communication
Contact us
We draw on deep industry expertise, insight and our independent perspective to develop the tools you need to make savings and investments more accessible to all.
Get in touch to find out how, together, we can deliver financial products and services that your client wants and needs.
The Wisdom Council
- contactus@thewisdomcouncil.com
- Cannon Green, 27 Bush Lane,
London, EC4R 0AA