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Financial Services Industry

Ready for streamlined case and complaints management. Ready for outstanding customer experiences. Ready for simplified regulatory compliance.

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Your Industry Segment

Each industry has its own unique challenges. So, you need a software partner with deep expertise and years of experience in your specific segment.

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We work in many segments across the financial services industry. Tell us your needs, and we’ll create the solution for you!
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Financial Services Complaints Management

In this competitive industry, you can’t settle for cookie-cutter solutions. Instead, say yes to specialised financial services complaints management software that helps your business win.
Financial Services Complaints Management
Get the tools you need to nurture long-term customer relationships while driving operational excellence with Aptean Respond.

Ardonagh Group Optimises Complaint Management with Aptean Respond

The Ardonagh Group, the UK’s largest independent insurance broker with global reach, faced significant operational inefficiency due to fragmented tools and disparate processes.

Implementing Aptean’s complaint management system has streamlined complaints handling processes and enhanced reporting—allowing the Group to focus on excellence and maintain a truly customer-centric approach.

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Aptean Respond
Are you ready for simplified complaints handling? Ready for watertight regulatory compliance? Ready for elevated customer service? Discover how Aptean Respond makes it all possible.
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Discover How Aptean Respond Helps You Comply with Your Country-Specific Regulations

Our experienced team keeps a watchful eye on the latest changes in complaints regulations across the world. So, you can be sure that you’re compliant while providing impeccable complaints management and customer service.

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Aptean Respond
Explore how Respond helps you adhere to these country-specific regulations: CCPA (US), CFPB (US), GDPR (EU), FCA (UK) and RG 271 (AU)
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Master the challenges of your industry with a solution tailored to your needs

Want to take your business to the next level? A one-size-fits-all solution just won’t cut it. That’s why our complaints management software is built with the capabilities to tackle your challenges.

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Complaints and Dispute Management

Streamline complaints from all channels, track disputes from capture to resolution and automate workflows and escalation paths. Start improving outcomes for your customers and your business today with our configurable complaint management solution.

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Regulatory Compliance

Maintaining compliance with financial services regulations can be a grueling task. That’s the reason we built Aptean Respond around the latest regulatory requirements—whether it’s CCPA, GDPR or RG 271—we take the hassle away from your compliance.

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Customer Experience

Want to take your customer experience to the next level? In a market where customer loyalty is dwindling and expectations continue to rise, Aptean Respond can help you provide consistent, loyalty-inspiring customer service that really sets you apart.

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Consumer Vulnerability Detection

If you’re in the UK or Australia, you cannot take consumer vulnerability lightly—especially in the wake of the COVID-19 pandemic. Instead, use our built-in text analytics tool to empower your staff to identify and support vulnerable customers.

Read more about consumer vulnerability detection
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Start transforming your complaints management

If you’re ready to take your financial services business to the next level, we’d love to help.

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