Here’s a quick and easy way to collect client feedback, supporting your proof of compliance with TCF...
easyTCF has been designed specifically for financial and mortgage products.
Products covered include protection, mortgages, financial planning, ASU, PPI, home insurance, private medical and travel. Simply select and send the appropriate email to obtain product-specific feedback from your clients.
- Save money – there’s no postage or admin overheads.
- Get more feedback by making it easy for clients to respond.
- Automatically receive a report in your inbox every month.
- See who has responded at a glance and send reminders.
- Read completed questionnaires as they arrive.
All you have to do is add a client’s name and email address to the database then select the appropriate email. A link in their email takes them to a short questionnaire. Their responses are emailed straight back to you and also collated into a monthly report.
But don’t take our word for it – try it yourself free for 30 days.