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Quality

Insurance brokers and financial advisers want their customers to have received the best possible information before taking decisions. This is why an average of 2.75 advice sessions take place before a customer says yes or no.

The time invested up to the time a transaction is agreed or declined amounts to between 5.6 and 6.3 hours! And then there is the back-office time of between 2.1 and 5.0 hours. The continuous assistance provided to existing customers (customer service, administration) takes up between 1.4 and 1.8 hours per customer per year.

A sample check of 66,000 deals concluded by financial advice firms legally required to record complaints found that 99.5% of all business transactions resulted in no objections.

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