22040EQD Charter Website Imagery 2100X140019

Expert Assessment Team

Optimising the delivery of customer engagement solutions

The Expert Assessment (EA) Team makes the most of your customer engagement projects.

In Safe Hands

The EA team is made up of experienced customer management subject matter experts from a variety of disciplines such as: customer treatments, conduct risk, data analysis and process design. We work with you to understand your needs and to build a solid solution. 

Our experts use workflow, technical case management solutions and specialist resourcing to achieve your goals. The best efficiencies will be found by using automated elements such as Equiniti’s MMX platform. With you all the way, the EA team work during all project phases, to optimise the delivery of the customer engagement or contact programme.


The Process

Working with us from early on in the project allows careful treatment design, ultimately helping to achieve your goals. We are always mindful of capability and data constraints.

A common challenge in larger projects is how to agree the treatment strategies before the operating model and data capabilities are identified. This can lead to delays in go live and unnecessary complexity in delivery.

The EA team will always work towards identifying the “fastest, safest route to live”. 

EAT Define Icon.PNG


EA focus in this stage is on assessing the data quality and availability, optimising the treatment principles and leading the overall solution design.

EAT Mobilise Icon.PNG


The EA team will aim to identify the fastest, safest route to live considering the data readiness, treatments required and capabilities available.

EAT Deliver Icon.PNG


As the project progresses, the EA team will continue to advise on treatment design, delivery processes and optimising the pipeline of cases.


To find out more about how Equiniti can help your organisation, get in touch with us today.

We have detected that you are in United States. We think that Equiniti US would be more suited to deal with your needs.