Insights and articles

CRM Insights Series 1: Seeing the whole picture: customer characteristics and the CRM Code

Insight & Support’s latest thought piece considers how firms can ‘understand the characteristics of the customer’ when investigating a case under the CRM Code.

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Insight & Support’s latest thought piece considers how firms can ‘understand the characteristics of the customer’ when investigating a case under the CRM Code.

Life after lockdown – supporting case studies and guidance notes

As part of their new Coronavirus insights series: Life After Lockdown, Insight & Support have created a training session for Registered Firms on supporting customers after lockdown.

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As part of their new Coronavirus insights series: Life After Lockdown, Insight & Support have created a training session for Registered Firms on supporting customers after lockdown.

Coronavirus Insights Series 2: Life after lockdown – Supporting customers

Insight & Support provide considerations for firms dealing with customers who may be apprehensive about living in the ‘new normal’ in this thought piece.

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Insight & Support provide considerations for firms dealing with customers who may be apprehensive about living in the ‘new normal’ in this thought piece.

I refuse to remote work any longer….I’m connected working

As organisations start to work out if, how and when employees will return to the office, our Head of Insight and Support, Anna Roughley blogs about her experience and thoughts on connected working.

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As organisations start to work out if, how and when employees will return to the office, our Head of Insight and Support, Anna Roughley blogs about her experience and thoughts on connected working.

Coronavirus; working through it – summary

In response to the coronavirus pandemic, Insight & Support published a series of thought pieces focusing on authorised push payment (APP) scams, vulnerability, and SME financial difficulty.

Coronavirus; working through it – summary Read More >

In response to the coronavirus pandemic, Insight & Support published a series of thought pieces focusing on authorised push payment (APP) scams, vulnerability, and SME financial difficulty.

Insights Series 1: Coronavirus; working through it Part 3: SME Financial Difficulty

Insight & Support have launched a series of thought pieces for registered firms to help support them and their customers during this challenging time. This article focuses on the impact coronavirus is having on SME businesses and what registered firms can do to support those SME’s who may be experiencing financial difficulty during these challenging times.

Insights Series 1: Coronavirus; working through it Part 3: SME Financial Difficulty Read More >

Insight & Support have launched a series of thought pieces for registered firms to help support them and their customers during this challenging time. This article focuses on the impact coronavirus is having on SME businesses and what registered firms can do to support those SME’s who may be experiencing financial difficulty during these challenging times.

Insights Series 1: Coronavirus; working through it. Part 2: Authorised Push Payment Scams

Insight & Support have launched a series of thought pieces for registered firms to help support them and their customers during this challenging time. This article focuses on how scams are potentially impacted by COVID-19, and provides firms with insights and considerations to help them respond to this increased risk ensuring the best possible outcomes for their customers.

Insights Series 1: Coronavirus; working through it. Part 2: Authorised Push Payment Scams Read More >

Insight & Support have launched a series of thought pieces for registered firms to help support them and their customers during this challenging time. This article focuses on how scams are potentially impacted by COVID-19, and provides firms with insights and considerations to help them respond to this increased risk ensuring the best possible outcomes for their customers.

Insights Summary – Vulnerability Series: DCAs and DPFs – Empowering Agents

Insight & Support are delivering a series of work focused on vulnerability in the personal customer space, designed specifically for our registered Debt Collection Agencies and Debt Purchase Firms.

Insights Summary – Vulnerability Series: DCAs and DPFs – Empowering Agents Read More >

Insight & Support are delivering a series of work focused on vulnerability in the personal customer space, designed specifically for our registered Debt Collection Agencies and Debt Purchase Firms.

Insights Series 1: Coronavirus; working through it. Part 1: Vulnerable customers

Insight & Support have launched the first thought piece in the Coronavirus Series; working through it, aiming to support registered firms and their customers during this challenging time. This article provides considerations for firms on identifying and supporting vulnerable customers during the pandemic.

Insights Series 1: Coronavirus; working through it. Part 1: Vulnerable customers Read More >

Insight & Support have launched the first thought piece in the Coronavirus Series; working through it, aiming to support registered firms and their customers during this challenging time. This article provides considerations for firms on identifying and supporting vulnerable customers during the pandemic.