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The enhanced client survey to transform your business

Power your Consumer Duty response and grow revenue using client feedback

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WORKING WITH

What is Elevation?

Convert more prospects

Elevation is an enhanced client survey from VouchedFor. It helps you collect client feedback and act on it to drive business growth.  


Increase client referrals

Mitigate risk and meet Consumer Duty

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Elevation demo video

More than a survey tool

Elevation is an enhanced client survey from VouchedFor. It helps you collect client feedback and act on it to drive business growth.  


Built on 250,000 clients’ feedback and 12 years’ expertise, the survey has been carefully engineered by testing hundreds of questions to arrive at the most valuable ones.


Elevation offers completely private feedback, industry benchmarks, and a real-time Consumer Duty Report. That’s why more than 1,000 advisers from leading advice firms have chosen Elevation as their preferred survey solution for Consumer Duty.

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STUART PHILLIPS

CEO

THE PRIVATE OFFICE

Consumer Duty Report

Adviser performance management

Identify and address risk

price_and_value

Spot key markers of risk, early.

Firm-level dashboards allow you to drill down into individual responses, to identify potential issues with specific clients - for instance, relating to understanding fees, or not reading correspondence.

Elevation produces a bespoke Consumer Duty Report.

Review the data for each individual adviser and their clients.

Powered by client feedback, the report monitors your performance against the four Consumer Duty outcomes at every stage of the client journey.


For each outcome, you’ll see your total score, your score for clients in vulnerable circumstances, and the industry benchmark.


Advisers and their managers gain specific insights on how to improve, enabling more targeted training and business growth.


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Contact

You can reach us via email at customer_service@vouchedfor.co.uk

For more information on any of the above please get in touch.

Or you can give us a call

+44(0)203 111 0580

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