The current challenges of the financial markets mean that retention of high net worth customers becomes critical. At present there is a dichotomy for these customers between commoditised products with every service through every service channel (web, call centre, in person) or personalised products and services where they deal only with their client manager.

At f2X we believe there is an appropriate middle ground to ensure your customers’ requirements are met and prospective customers are encouraged to take up your services. For this reason we have developed a number of services particular to the financial services market:

• Improvements to user communication
• Aid the marketing and sales processes in attracting new customers
• Making sure your company personality and key messages are delivered
• f2X webcapital product
• Aimed at financial services, we can help you get critical forms and quotes for specialist products out on the web in rapid time
• Online service improvement - using your existing technologies where appropriate or sourcing and implementing new products
• Bring your business services out to your existing clients
• Services to encourage referrals from IFAs
• Simplifying the process for prospective customers to get in touch with you – whether this is setting up appointments online or just logging their needs
• Meet obligations relating to online services
• Know your customer (KYC)
• Put in place audit trails
• Ensure triggers in place for process improvement via online mechanisms (e.g. follow up prospects, identify suspicious activity)
• Consistent data capture
• Client screening & classification
• Treating customers fairly (TCF)
• Fair treatment
• Personalisation
• Target promotions
• Clear information
• Offer services however the customer prefers to work with you
• Transparent complaints process
• Markets in financial instruments Directive (MiFiD)
• Best execution
• Suitability
• Appropriateness
• Auditable order management
• Customer data protection
• Improvements to infrastructure
• Our experienced expense cost savings team can help you reduce your costs to fund improvement projects where required
• Ensuring your online platform is available and accessible; we can assess your current architecture and implement improvements from search engine optimisation to hosting

Using our experience in financial services f2X are able to provide our clients with an exemplary service based on an informed approach.  It requires insight underpinned by a preparedness to view what can appear to be intractable problems with a different perspective.  Clients that are open to challenge and willing to think differently have seen some spectacular results.

To learn more about the f2X offerings for Financial Services please email us at This email address is being protected from spam bots, you need Javascript enabled to view it or alternatively call us on 0845 094 4182.