Goals

Goal 3: Mitigating Risk (Protection)

Risk Score is the Goal Metric of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Calculation of the risk score. Each review is assigned a binary risk score (i.e. the review is…

Updated by VouchedFor Team

Goal 3: Mitigating Risk (Mortgage)

Risk Score is the Goal Metric of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Calculation of the risk score. Each review is assigned a binary risk score (i.e. the review is…

Updated by VouchedFor Team

Goal 3: Mitigating Risk (Financial Advice)

Risk Score is the Goal Metric of Elevation Goal 3: Safeguarding clients’ best interests, mitigating riskCalculation of the risk score Each review is assigned a binary risk score (i.e. the review is e…

Updated by VouchedFor Team

Goal 3: Risk Mitigation (Equity Release)

Risk Score is the Goal Metric of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Calculation of the risk score. Each review is assigned a binary risk score (i.e. the review is…

Updated by VouchedFor Team

Goal 1: Prospect Conversion

Conversion Rate is the Goal Metric of Elevation Goal 1: Making great first impressions, increasing conversion Data based on responses to the question, asked in the First Impression review form. “Are…

Updated by VouchedFor Team

Goal 2: Client Advocacy

Passionate advocacy is the Goal Metric of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based on responses to the question. “In what circumstances would you rec…

Updated by VouchedFor Team

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