Discovering Prosperity: Quilter’s CX Journey

Discovering Prosperity: Quilter’s CX Journey

Quilter, one of the UK’s leading wealth managers, is committed to empowering customers to achieve financial prosperity for today’s and future generations. With over 4,000 dedicated employees, Quilter provides high-quality financial advice, flexible investment products, and responsible operations that shape their customers’ journeys.

In partnership with Pearl-Plaza, Quilter has significantly improved customer engagement by actively gathering customer feedback through robust surveys and an online customer community, driving continuous improvement and fostering a culture of engagement.

Quilter has seen significant growth, with customer satisfaction scores exceeding 80%. By leveraging VoC insights, they enhance customer experiences and strengthen market reputation. Their innovative feedback process has also boosted their Trustpilot rating from 2.1 to 4.3.

Through collaboration, innovation, and a relentless pursuit of excellence, Quilter redefines wealth management, enriching the lives of clients and communities alike.

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