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When we use the Customer Wellbeing Questionnaire

The Customer Wellbeing Questionnaire is a versatile tool and can be used in a variety of situations, and in different customer journeys.

We've currently approved to use in the following customer journeys:

HUB

  • Lifetime Mortgage adviser journey
  • Pension Consulting
  • Destination Retirement
  • Digital Wealth
  • Non-advised GIFL
  • SsPAS

Retail

  • Lifetime Mortgage Drawdown
  • Lifetime Mortgage Redemption

DB
Onboarding - buy-in to buy-out

If you are interested in introducing the Comentis Assessment in one of your customer journeys then please speak to the Customer Team.