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June 11 - GMT (Greenwich Mean Time, GMTZ)
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June 11 - GMT (Greenwich Mean Time, GMTZ)
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June 11 08:00 - 09:0060 mins
Registration & networking
June 11 09:00 - 09:1010 mins
Opening Remarks
- Ludwig Bull - CEO & Founder, CourtCorrect
- Amir Ali OBE - Board Member, CourtCorrect
June 11 09:10 - 09:4030 mins
FOS keynote address 2024
- Embedding the principles of Consumer Duty within firms
- Insights into previous decisions
- Industry expectations from the FOS
- Lauren Long - Ombudsman Leader, Financial Ombudsman Service
June 11 09:40 - 10:1030 mins
The Past, Present and Future of Complaints Resolution
- The historical origins of complaints resolution in the UK
- Where we are today: current topics, trends and challenges
- Consumer Duty: outcomes over processes?
- Personalising communication at scale: setting the right tone
- Identifying customer vulnerabilities and aligning with regulation
- The future of complaints resolution: artificial intelligence with human oversight
- What is artificial intelligence (AI)?
- Use cases for AI in complaints resolution
- Risks, opportunities and skills
- Complaints Resolution & Access to Justice
- Ludwig Bull - CEO & Founder, CourtCorrect
June 11 10:10 - 10:5545 mins
Evidencing the customer journey and providing fair outcomes
- How we are evidencing customer support within Consumer Duty
- Strategies for demonstrating how you are taking account of individual customer’s needs
- Showing how you are building communication that meets all customer’s understanding
- Reviewing the customer experience to deliver and demonstrate fair outcomes
- Building enough touchpoints in the customer journey to gain full understanding
- Outlining how the customer has found it as easy to complain as it was to buy
- Methods firms are using to demonstrate fair value for money
- Gathering data to support regulatory intervention
- Evidencing the entire life cycle of the customer journey from application onwards
- Chioma Nwachukwu - Senior Customer Resolutions Manager, Everyday Loans
- Maria Lagutina - Data Products Director – Customer identity, Networks & Interactions, NatWest
- Sean Meritt - Complaints Manager & Consumer Duty Lead, C. Hoare & Co
- Emma Shiel - Customer Oversight & Improvement Manager, Phoenix Group
June 11 10:55 - 11:2530 mins
Morning Networking & Coffee Break
June 11 11:25 - 12:1045 mins
Embedding Consumer Duty and wider best practice across the business
- Assessing what have firms have been doing to embed learnings
- Affecting cultural chance as well as process change
- Ensuring Consumer Duty is at the forefront of complaints hander’s minds
- Taking a step back to see how much Consumer Duty has moved the bar
- Integrating processes across the business and teams to embed Consumer Duty
- Serena Joseph - Chair, Risk Committee, Kroo Bank
- Leigh-Anne Gray - Head of Complaints, Ergo Travel Insurance
- Edward Marks - Head of Group Customer Outcomes, The AA
- Derek Logue - Head of Private Bank & Wealth Management Complaints, Barclays
June 11 12:10 - 12:5545 mins
Providing exceptional outcomes to vulnerable customers
- Assessing prevalence of vulnerable customer interactions in current market conditions
- Building support options for the major forms of vulnerability we are witnessing
- Evidencing interactions to show have you have met a vulnerable customer’s needs
- Capturing learnings from front-line handlers to continually improve processes
- Breaking out of siloed working to embed learnings across the complaints function
- Creating internal forums and communications channels to join thinking
- Unifying culture, operational resilience and operational resilience to review end-to-end vulnerability customer processes from the top down
- Supporting vulnerable customers when relying on legacy tech and channels
- Bill Haines - Head of Complaints, Quilter
- Sam Nurse - CEO, Money Advice Hub
- Emma King - Account Director, Sigma Connected
- Adam Samuel - Lawyer, Compliance and Dispute Resolution Consultant, Adam Samuel
June 11 12:55 - 13:5560 mins
Lunch & Networking
June 11 13:55 - 14:2530 mins
Providing clear communication
- Ensuring all aspects can be understood by customers
- From headline pricing to Ts & Cs
- Dovetailing complaints insights with communication building
- Setting the correct tone of voice for the organization
- Creating a style guide as a frame of reference across the organization
- Scott Lee Holloway - Voice of the Customer Manager, APS Bank
June 11 14:25 - 15:1045 mins
How organisations have been shaping their customer communication
- Steps firms are taking to aid consumer understanding
- Exploring the channels that financial institutions are using to provide clarity
- How customer’s circumstances have been changing
- Recent considerations around use and tone of language
- Scott Lee Holloway - Voice of the Customer Manager, APS Bank
- Ludwig Bull - CEO & Founder, CourtCorrect
- Abbi Fry - Head of Complaints, NFU Mutual
- James Clements - Head of Complaints, Wise
- Stacey Ffowcs Williams - Account Director, The First Word
June 11 15:10 - 15:5545 mins
Exploring opportunities for automation
- How organisations are utilizing automation in their complaints handling
- Ensuring there is enough human intervention to provide assurance and oversight
- Exploring processes around affordability to avoid irresponsible lending
- Creating processes to identify trends, establish outcomes and issue efficient responses
- Reviewing a sample of cases to test processes and applying to outstanding cases
- Noor Ahmedi - Group Head of Customer Relations, OSB
- Ludwig Bull - CEO & Founder, CourtCorrect
June 11 15:55 - 16:1015 mins
Close of conference & networking
- Amir Ali OBE - Board Member, CourtCorrect
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