Supporting Vulnerable Customers reviews

4.9 (374 reviews)
AI summary of reviews

Attendees particularly value Helen’s expert, compassionate use of personal experience to make vulnerable-customer issues relatable and memorable. They describe sessions as interactive, thoughtfully structured and engaging, combining practical examples, discussions, workbook exercises and useful signposting resources. Her FCA knowledge, empathy and ability to answer questions help participants explore difficult conversations with confidence. Reviewers say they leave with concrete tools, improved awareness and approaches they can apply immediately in customer-facing and wider workplace roles.

Expert facilitationPractical resourcesInteractive learning

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worthy, useful and very informative

Lisa E · 26 Aug 2023
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Response: Lisa, thank you for taking the time to leave such positive feedback. I am so pleased you found the course useful and informative.

Helen, provided lots of information that helped give me more confidence in dealing with these conversations and the logging of the cases and what things we should be looking out for.

Heather K · 11 Aug 2023
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Response: Thank you for taking the time to leave such positive feedback Heather. I am so pleased you feel more confident in dealing with vulnerable customer conversations and what to look out for.

Very engaging and good knowledge.

Alicia F · 10 Aug 2023
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Response: Thank you for taking the time to leave feedback Alicia, it is much appreciated. I am glad you found the course engaging.

Helen's passion was infectious, and the course was a much-needed reminder that the customer is at the heart of what we do.

C J · 02 Aug 2023
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Response: Courtney, thank you for your lovely feedback, I am so pleased you found the course helpful.

I felt the training was brilliant. Not only did the training address all key elements on how to clearly process of identifying, processing and actioning results for vulnerable customers. Helen is clearly passionate about what she is training others in, her delivery was excellent. She came into the session with a clear training programme but also made time and ensured all of our questions were answered how we wanted them to be. I loved the training and would recommend Helen to any business.

Grace M · 28 Jul 2023
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Response: Thank you for your positive and detailed feedback Grace. I am so pleased you enjoyed the training and your recommendation is much appreciated.

Really good course and it was heartening to realise we already implemented many of the techniques in support of vulnerable people.

Alan B · 27 Jul 2023
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Response: Thank you for taking the time to leave feedback Alan, I am glad you enjoyed the course and that it confirmed you are already using many of the techniques mentioned.

The course was incredibly well designed and presented. It was emotionally engaging which helped really hit home that this course is representing all people with vulnerabilities across a wide spectrum. The resources provided compliment the course and will form part of an essential took kit to move forward with, applicable not only within our working roles as well as our personal lives.

Rachael L · 27 Jul 2023
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Response: Rachael, I really appreciate you taking the time to leave such positive feedback. I am pleased you found the course engaging and helpful for both work and personal life. Thank you.

I have a great deal of experience dealing with vulnerable customers, but in a face to face environment. I was interested to see, how the event would equip me, with the skills to identify and address vulnerabilities over the telephone, and via e-mail - which is how much of my day to day communications are carried out. I feel the event helped me to do this, and I now feel more confident. Helen was very engaging and passionate about coaching, and the subject matter. So much so that I listened to one of her podcasts during our lunch break, on the day. I would recommend that my colleagues attend the event, and the wider business. Thank you.

Lisa P · 27 Jul 2023
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Response: Lisa, thank you for your lovely feedback, it is much appreciated. I am so pleased you feel more confident after the course.

thank you Helen - informative, relevant and interesting course. worthwhile taking time out to reflect on practice.

Janet W · 26 Jul 2023
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Response: Janet, thank you for taking the time to leave such positive feedback. I am so pleased you found the course informative and interesting.

the course refocused my attention more on the dealing of vulnerable customers and to think more about what the person you are talking to may be going through.

Val B · 24 Jul 2023
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Response: Val, thank you for taking the time to leave such positive feedback, it is much appreciated.