In our commitment to outstanding customer service, Parmenion hasn’t just set the bar – we've raised it. I feel proud to share our statistics for 2023, as they’re a testament to the dedication of our people who put our advisers and their clients first.
Why does this matter? Bad customer service can cost advisers money, unsatisfied clients, and damaged reputation. According to our research with the lang cat, 88% of advisers have had to apologise to clients for platform issues in the past year, and 91% say poor service impacts them every day. You can read what I had to say about this in my previous article or get your copy of the research.
Let's delve into our 2023 performance figures
Our dedicated Client Services and Operations teams play a pivotal role in achieving these milestones. Their commitment is to give advisers and their clients good service every single time. Of course, things do go wrong sometimes and we don’t always get it right, but how we respond when that happens is really important. Having our customer service teams in-house means we can see exactly what’s happened, and act fast to put it right.
It's not just about the numbers, here's what people say
"Quick and easy way of confirming info, thank you"
"Really like this service, quick saves time and convenient"
"They allow us to respond to our clients quickly and efficiently with accurate data and information. We have money with other providers and platforms, and in comparison the service we get from the chat team in particular is second to none. Tiny wait times, always happy to help"
Constant improvement is our mantra
If you’d like to hear more from me, join my live webinar “Never Stop Improving" on Tuesday 6th February at 11am where I’ll share how we’re building more value for your business in our developments. If you can join live on the day, you'll also have the chance to put your questions to me on the spot. Register now if you want to get involved - I hope to see you there.
This article is for financial professionals only. Any information contained within is of a general nature and should not be construed as a form of personal recommendation or financial advice. Nor is the information to be considered an offer or solicitation to deal in any financial instrument or to engage in any investment service or activity. Parmenion accepts no duty of care or liability for loss arising from any person acting, or refraining from acting, as a result of any information contained within this article. All investment carries risk. The value of investments, and the income from them, can go down as well as up and investors may get back less than they put in. Past performance is not a reliable indicator of future returns.