Webinar

Consumer Duty: data, data, everywhere – but where are the answers?

This webinar took place on the 26th February 2024

This webinar was hosted in conjunction with:

Your firm doesn’t need more data – it’s drowning in it. What you need is the right data to monitor customer outcomes and compliance with Consumer Duty.

In this free 60-minute webinar, Adrian Harvey, CEO of Elephants Don’t Forget, is joined by Kate Robinson, Principle at Avyse Partners, and Will Murphy, Consultant at Avyse Partners, to discuss the detail, appropriateness, quality and quantity of data and MI that your Consumer Duty champion, board, and the FCA will expect you to evidence monthly, quarterly and annually.

Key discussion topics include:

Too little or too much data? How your firm can find the balance.
Where the FCA are likely to probe and challenge your data and MI.
How to create meaningful board packs with appropriate Consumer Duty data and MI.
How firms are turning inward-looking MI into outward-looking MI to measure potential harm and assess the evidence of good customer outcomes.
Critical ‘must have’ data points to monitor/assist vulnerable customers.

Watch the webinar here

Meet our webinar panel

Adrian Harvey

CEO | Elephants Don't Forget

Adrian spent the first decade of his career working in corporate banking and lending with ABN AMRO, GE Capital & BNP Paribas. He joined the energy sector to bring commercial expertise to the privatisation of British Gas and spent ten years in the sector. He was Managing Director of the largest residential business of British Gas and Managing Director of Eon’s property services and renewable energy business.

Kate Robinson

Principle | Avyse Partners

Kate is a Principal at Avyse Partners began her career working in-house. She now has over 18 years’ industry and consulting experience, advising consumer credit firms on their governance and compliance risk controls. Kate brings a very broad and informed perspective to the projects she works on. She has sound knowledge of the requirements placed on firms and is used to working with senior management teams to define and practically apply appropriate arrangements that fit their wide-ranging business models. Kate has great awareness of the changing pace of regulation and practicalities of managing the compliance issues which firms face on a day-to-day basis.

Will Murphy

Consultant | Avyse Partners

Will has over 12 years' experience within Financial Services and is a Consultant at Avyse Partners. He has led compliance teams in retail banking, motor-finance, consumer credit and debt-purchase. Will has established a reputation for helping firms adapt to changing regulatory requirements and expectations with practical, proportionate advice.

Consumer Duty: data, data, everywhere – but where are the answers?

Key discussion topics include:

Watch the webinar here

Related Resources

Vulnerable Customers: Do You Know Enough?

Customer Vulnerability: Your Questions Answered

Meet our webinar panel

Improve your business with Elephants Don’t Forget today.