Treating Customers Fairly

Treating Customers Fairly

Do you find it difficult to establish a strong TCF compliance process?

Let Global Connect Marketing assist you in meeting your Treating Customers Fairly (TCF) compliance needs. The TCF program directs regulated firms to put their customers’ best interests first in all sales and marketing strategies. Consumer Duty is even more stringent and requires businesses to meet the necessary standards. Our team can steer you through the compliance process and ensure your business complies with all relevant regulations.

Remain compliant and meet all relevant regulatory requirements.

Under the TCF and the Consumer Duty regulations, companies must ensure they are not marketing or selling unsuitable products or services to customers.

This requires:

• Continually having an up-to-date understanding of your customers and their needs
• Offering customers clear information on product and service features, benefits, risks, and costs
• Prove to regulators that successful customer outcomes met the necessary standards.

Partner with our dedicated team of CATI interviewers to discover valuable insights while adhering to strict codes of conduct. With our services, you can achieve the following:

• Evaluate your audience’s level of product knowledge
• Accurately segment your consumer groups for targeted and appropriate communication
• Monitor whether customers are treated fairly before, during, and after the sale
• Provide a clear channel for communication, comments, and complaints
• Gather feedback that helps identify areas for improvement
• Maintain a complete audit trail by recording interactions to support compliance

Why Choose Global Connect Marketing for Compliance Support?

As a trusted partner, Global Connect Marketing is equipped to help financial services companies meet their compliance obligations. Our team of expert agents:

• Follow strict codes of conduct and industry regulations
• Adhere to rigorous standards around data protection, handling, and confidentiality
• Provide transparent call records and a detailed audit trail