LSB Insight

The LSB’s Insight team provide knowledge, practical considerations and unique insight to promote better outcomes for personal and business customers. The team host roundtables and forums, deliver practitioner support, and produce research and thought pieces, all aimed at supporting firms’ adherence to the LSB’s best practice Standards and Codes.


The team also offer various training and call calibration sessions for registered firms. All training sessions can be tailored to a firm’s individual requirements, with a focus on any current areas of development. Registered or not, find out more about what we offer below.

Find out more about registering with the LSB by visiting this page of our website.

Forums

Area: Business
Attendees: Management, specialist teams, first line teams
Length: 60 minutes
Channel: Online
Purpose: Focusing on issues relating to the business Standards, the Forum provides a space for insightful discussions on emerging industry risks, and how best to prepare for them, in a Chatham House rules environment. You will hear from, and contribute to, a wide range of views from decision-makers within the industry.

Area: Personal
Attendees: Management, specialist teams, first line teams
Length: 60 minutes
Channel: Online
Purpose: Focusing on issues relating to the personal Standards, the Forum is an opportunity to learn from colleagues across the industry in a Chatham House rules environment. The Forum provides an opportunity for risks which have not yet materialised to be discussed. You will hear from, and contribute to, a wide range of views from decision-makers within the industry.

Training

Area: Personal/Business/CRM
Attendees: Vulnerable customer teams, first line staff, specialist teams, training staff, management
Numbers: 15/20 a session
Length: 60/90 minutes
Channel: In person or remote
Purpose: By identifying the impact vulnerabilities can have on customers, whether personal or business, your colleagues will be confident in providing effective support. The training provides helpful strategies for probing customers’ circumstances tactfully and diplomatically, with a focus on taking action when required. The training is designed to be interactive and includes a case study, to reinforce learning. Because of the evolving nature of vulnerabilities, this training is continuously updated to provide up-to-date insights, and it can be used to complement existing, internal training.

Area: Personal/Business/CRM
Attendees: Complaints teams, 1st line staff, specialist teams, training staff, management
Numbers: 15/20 a session
Length: 60 minutes
Channel: In person or remote
Purpose: This training provides your colleagues with the skills and confidence to identify when things have gone wrong and put in place steps to put them right. Using a series of real-life complaint case studies, the training offers tips and approaches
for supporting customers with complaints. This includes how to prevent problems from escalating through good conversation
management techniques and providing solutions that are accepted by the customer.

Area: Personal/Business/CRM
Attendees: First line staff, specialist teams, training staff, management
Numbers: 15/20 a session
Length: 60/90minutes
Channel: In person or remote
Purpose: The training provides practical tips and strategies to help your colleagues have productive, meaningful, and rewarding conversations with your customers. This includes looking at specific areas including preparation, putting empathy into action, dealing with challenging calls, and conversation management. Drawing on the most up-to-date insights from our work, as well as information gathered from the LSB’s Compliance team, the training will give your colleagues the tools and confidence to address complicated situations and improve outcomes. There is also an emphasis on agent wellbeing and managing stress effectively.

Area: Personal/Business/CRM
Attendees: First line staff, specialist teams, training staff, management
Numbers: 15/20 a session
Length: 60 minutes
Channel: In person or remote
Purpose: The training is focussed on using empathy as a way to deliver excellent customer service. It equips your colleagues with the confidence to connect with and understand your customers, and to use this understanding to take appropriate action. The training covers what empathy is, how to engage empathetically throughout all stages of the customer journey, and how doing so leads to better customer outcomes.

Call calibration

Area: Personal/Business/CRM
Attendees: Management, quality assurance teams, or first line staff
Numbers: 15/20 a session
Length: 120 minutes
Channel: In person or remote
Purpose: Call calibration sessions are an extremely valuable way for firms to review how they are treating customers. By listening to a selection of calls with members of the LSB’s Insight team, firms are encouraged to discuss what works well and where there are areas for development. We draw on the most up-to-date insights from our work, and the information gathered from our Compliance oversight team, to help properly shape future interactions and improve outcomes.

Interested? If you’re registered with us, get in touch to arrange a session. No registered yet? Reach out using the contact details below
to enquire: insight@lstdb.org.uk

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