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Qualitative • QUantitative

What factors do you take into consideration when assessing whether a ‘good outcome’ has been delivered for a customer?

To assess whether a good outcome has been delivered, we look at both qualitative and quantitative information. We have identified key management information that is relevant for each of the outcomes listed above, this management information includes but is not limited to:


  • Customer reviews and feedbacks  
  • Product reviews including testing of the customer journey  
  • Fair value assessments  
  • Retention rates  
  • Complaints data  
  • Transactions data  
  • Account closures  
  • Active accounts data  
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