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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Helen was extremely knowledgable and provided lots of thought provoking facts and experiences that can be applied in a professional and personal manner. I genuinely feel better equipped to do my job better

Jake R · 29 Mar 2023
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Response: Jake, thank you for taking the time to leave this feedback and it's great to hear you now feel better equipped in your job.

Lovely lady and great course I would do it again

Ross L · 29 Mar 2023
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Response: Thank you Ross for your kind comments and pleased to hear you enjoyed the course.

Great course would be great to have more real life cases to be able to understand different mixtures of vulnerabilities.

Edward E · 28 Mar 2023
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Response: Thank you Ed for your feedback and for the suggestion of more real life cases which I'll take forward.

Great course, I learnt a lot! Thank you!

Katie C · 27 Mar 2023
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Response: Thank you Katie for the feedback and I'm so pleased you learnt a lot from the session.

Helen was great presenting our course today on dealing with vulnerable customers. The thought and consideration she has in delivering these was brilliant, bringing fidget toys in for those of us that suffer with attention based brains was a stroke of genius.

Adam C · 24 Mar 2023
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Response: Adam thanks for your great feedback. Thanks too for your contribution to the rich discussions and it's good to know the fidget toys were helpful.

Really helpful to understand different point of view of the same thing...

Giuseppe D · 24 Mar 2023
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Response: Thank you Giuseppe for your feedback and it's great to know you found the course really helpful.

Very informative, well delivered session. The trainer was able to answer all questions, and was very knowledgeable on the topic.

Charlotte M · 23 Mar 2023
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Response: Thank you Charlotte for your feedback and it's great to know you found the session very informative.

It was clear that Helen had thought hard about making the course relevant to our business. Vulnerable Customers is a wide-ranging topic, so the two valuable insights for me were to think of a systems-approach across the business; and the case study example clearly illustrated the pitfalls of providing solutions for vulnerable customers without listening to what is actually needed. All really useful, and could only have been provided by someone outside of the business.

Steven S · 23 Mar 2023
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Response: Thank you Steven for sharing your comments. I'm so pleased you found the course really useful and have taken plenty away some valuable insights.

A fascinating course - super helpful and engaging.

Becky F · 23 Mar 2023
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Response: Becky, thank you for taking the time to leave your feedback. It's great to know you found the course helpful and engaging.

This course was a big eye opener and has made me more aware of how many people are struggling in the world and to be as empathetic as possible to all of our customers. Helen was superb and gave excellent advice on how to communicate with vulnerable customers- have taken lots of notes and tips that I will use going forward

Hannah M · 17 Mar 2023
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Response: Thank you Hannah for the great feedback. I'm pleased to hear that the course has been an eye-opener and you've taken lots away to help with your customer conversations.