Operational Team Training
Supporting Vulnerable Customers in
Banking & Financial Services
Vulnerability can affect any customer at any time. Front-line operational staff play a crucial role in recognising and supporting those who need extra help, and this course, Supporting Vulnerable Customers in Banking, is designed to equip you with
the knowledge, skills, and confidence to do just that.
the knowledge, skills, and confidence to do just that.
Learning
What will we cover?
The meaning of customer vulnerability in financial services
Identify and understand the key FCA drivers of customer vulnerability
Identify the obvious and subtle signs of vulnerability across all communication
channels
channels
Creating effective and empathetic communication
How to maximise your organisation's tools, pathways and support policies
How to confidently approach the challenges of your role
Practice with real-life, interactive case studies
Opportunities to bring examples from your organisation to the course
Learning
Format
A Closed Group one-day programme either in person or online:
Online: 2 x 2.5 hours
In person: 6 hours
Learning
Fees
Online Training
£345 per person (plus VAT)
Minimum group size 15
Maximum group size 25
In Person Training
£495 per person (plus VAT)
Minimum group size 10
Maximum group size 20
On customer premise
Travel added to fees and any overnight if applicable
Credentials
All of our training is CPD accredited
Kalgera's vulnerability training for financial institutions proudly holds a CPD accreditation, a recognised mark of quality and relevance within the professional community.
This ensures our course is continually updated to provide the most current and valuable knowledge, fostering proactive learning and skill enhancement. It offers the dual advantage of enhancing both individual career prospects and the effectiveness of your entire organization.
This ensures our course is continually updated to provide the most current and valuable knowledge, fostering proactive learning and skill enhancement. It offers the dual advantage of enhancing both individual career prospects and the effectiveness of your entire organization.
Promotes high standards of service and ethics.
Increases efficiency and productivity within your organization.
Ensures up-to-date knowledge and skills.
Let’s talk
If you want to work with us, speak to us for press and speaking opportunities or comment, then please do get in touch.