Servicing clients

Servicing clients in a pandemic

Head of Client Experience at Foster Denovo, Paula Brazier shares her thoughts with IFA Magazine on servicing clients during a pandemic and maintaining a good client experience.  Servicing clients throughout the pandemic has brought about a number of changes, and when the first national lockdown was announced in March 2020, life as we knew it changed completely.

The transition from working in the office to working from home of course threw up some challenges. But with a robust IT system and tools in place, alongside our existing processes, we were able to adapt quite quickly.

And at the same time we took the opportunity to review our current servicing processes, both for clients and our advisers, and identify any areas that needed work.

Read the article in full from IFA Magazine.

You can also read Paula’s article in full, in the October edition of IFA Magazine