Utilities company sought audits of risk assessment policies

The challenge

The client wished to improve its customer contact strategy to reduce formal complaints and improve its reputation

Our approach

  • We reviewed a sample of underwriting assessments
  • We compared decisions against risk policy
  • We reviewed complaints responses and timelines


Our delivery

  • We recommended underwriting assessment improvements to minimize risk
  • We re-wrote the complaints process to reduce response times to less than 21 days (from 40+)
  • We improved training schemes to educate staff on customer service expectation

 

“…The Rockstead consultative approach was one that resonated well with senior management and staff and helped us improve our culture internally.”

“The Rockstead consultative approach was one that resonated well with senior management and staff and helped us improve our culture internally.”
 

Rockstead, here so firms can grow safely.

Whether you are a LENDER, FUNDER, INVESTOR or CRO find out how we make the difference to our clients’ businesses.

LENDER

find out how we make the difference for lenders

Learn More

FUNDER

find out how we make the difference for funders

Learn More

INVESTOR

find out how we make the difference for investors

Learn More

CRO

find out how we make the difference for CROs

Learn More
  • Contact Us
    Contact Form