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.