In today’s complex landscape, financial services providers face increasing challenges in protecting consumers while meeting Consumer Duty requirements. Understanding and identifying where vulnerabilities may fall is essential. And vulnerability is a broad scale.

From those with financial and digital vulnerabilities, through to mental and physical health challenges, or even sudden lifechanging moments like a bereavement – vulnerability is a spectrum. Financial services providers must be equipped with insights that enable them to adapt in line with their customers experiences in the moment.

Join us for this insightful webinar, where we will guide you on how to embed customer segmentation as the foundation of your organisation’s strategy to adapt and respond effectively to consumer needs. You’ll learn how to apply segmentation strategies that support you in complying with the FCA’s Consumer Duty requirements, focusing on both fixed and dynamic vulnerabilities. We’ll demonstrate how to leverage data-driven insights alongside human-centred design principles to provide supportive and personalised experiences for vulnerable customers – from the most strategic level through to operational execution.

We’ll share valuable tips, tools, and insights for applying your segmentation across the business to not only adhere to Consumer Duty but also build and maintain customer loyalty in today’s competitive landscape.