Supporting Vulnerable Customers reviews

4.9 (381 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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Showing 161–170 of 386 reviews

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“

The training was very informative and was delivered in a friendly manner; many topics to think about, understanding of the therminology "a vulnarable customer" and how to deal in such situations. Nice balance of theory and practice. Thank you, Helen!

Maia T · 13 Sep 2023
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Response: Thank you for taking the time to leave such positive feedback Maia. I am so glad you found the course informative.

“

It was very informative! I feel more confident in speaking with customers who may be showing signs of or experiencing vulnerability. I also feel a lot more confident in knowing what to do with the information that the customers provide me and know where to signpost them if necessary. Helen answered any queries I had and I would recommend her to anyone!

Phoebe G · 07 Sep 2023
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Response: Thank you for your detailed and positive feedback Phoebe, it is much appreciated. I am very pleased that you feel more confident in speaking with vulnerable customers and with where to signpost if necessary.

“

The course was great, I feel like I learned so much but what made it even nicer was that Helen shared her own personal experiences so I feel like we connected with her on a deeper level and what she was saying had come from experience. She was so lovely and inviting! I came away from the course with so much more knowledge. Thank you

Lauren N · 07 Sep 2023
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Response: Lauren, thank you for taking the time to leave such detailed and positive feedback. I am so pleased you enjoyed the course and that you gained more knowledge as a result.

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Helen was great. It was a lot of information and was very glad to have some break time to take away and reflect. Very happy with what I learnt today.

Holly D · 07 Sep 2023
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Response: Thank you for your positive feedback Holly. We do cover a lot of information in the time but I'm glad you were happy with the course.

“

Gained a lot of knowledge from this. happy to have done it with Helen who was so lovely. Thanks again.

jess s · 07 Sep 2023
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Response: Jess, thank you for your kind comments. I am so pleased you gained a lot of knowledge from the course.

“

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.

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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.

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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.

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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.

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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.