EQ Views

The Role A Specialised Complaints Management System Can Play Under The New Consumer Duty

Monday, 21 August 2023

The Consumer Duty adds an extra layer of responsibility to ensure fair treatment and transparency when dealing with consumers. EQ explores how using technology can help firms to effectively navigate these new regulatory requirements, while simultaneously enhancing customer satisfaction.

Capital Markets

EQ Expert: Steve Banfield

Wednesday, 9 August 2023

We caught up with Steve as part of The EQ Experts series that spotlights our talented colleagues here at Equiniti.

Capital Markets

Take Control Of your Investor Targeting Programme

Thursday, 27 July 2023

Ensuring that you have the best shareholder profile can be a complex task. Mark Robinson outlines six key steps to achieve successful investor targeting.

Capital Markets

Managing Shareholder Questions At Your AGM For Effective Engagement

Monday, 26 June 2023

Client Director Madeleine Cordes advises on actions the Company Secretary can take to ensure that the Company is well-prepared for an AGM. Effective engagement with shareholders is particularly important at the Q&A section of the meeting.

Customer Engagement

FCA Complaints Data Trends And the Role Of Root Cause Analysis

Thursday, 15 June 2023

The latest FCA data indicates that many firms are firefighting rather than maximising root cause analysis to reduce complaints. We look at how companies can turn this around and put their data to work.

Customer Engagement

Understanding And Adapting To Customer Vulnerabilities

Tuesday, 6 June 2023

Learnings for the Extra Support Club Discussion Group, EQ reviews how regulated companies are acting decisively to support the increasingly complex needs of their vulnerable customers during the cost-of-living crisis.