Elevation Dashboards
Drivers
Goals
Goal 3: Risk Mitigation (Equity Release)
Risk Score is the Goal Metric of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Each review is assigned a binary risk score (...
Client understands impact of interest rate on equity release loan
Client understands impact of interest rate on equity release loan is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating ri...
Client understands how they’ll repay equity release loan
Client Would Discuss Personal Challenges is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk "When will the product...
Client understands how adviser earns money
Client understands how adviser earns money is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk "How did {{first_nam...
Client understands an equity release loan
Client understands an equity release loan is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk "Who will own the hou...
Client understands impact of stopping payments
Driver Name: Client understands impact of stopping payments is a Driver of Elevation Goal: 3 (Safeguarding clients’ best interests, mitigating risk) "...
Client understands type of mortgage they have
Client understands type of mortgage they have is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk "What happens at ...
Client understands impact of interest rate rises on their mortgage payment
Client understands impact of interest rate rises on their mortgage payment is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, miti...
Goal 3: Mitigating Risk (Protection)
Risk Score is the Goal Metric of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Each review is assigned a binary risk score (...
Maximum client confidence they understand the impact of circumstances on the policy
Maximum client confidence they understand the impact of personal circumstances on the policy is a Driver of Elevation Goal 2: Delighting existing clie...
Confident circumstances were listened to
Confident personal circumstances were listened to is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk “How were you...
Client would discuss personal information
Client would discuss personal information is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk “How comfortable did ...
Client confident they have the most suitable protection
Client confident they have the most suitable protection is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk “How co...
Impact of circumstances on the policy discussed
Impact of personal circumstances on the policy discussed is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk “How c...
Client thinks they know how firm earns money
Client thinks they know how firm earns money is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk “How would your ad...
Maximum client confidence they have the best policy for them
Maximum client confidence they have the best policy for them is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and rete...
Maximum Client Confidence They Are On The Most Suitable Mortgage
Maximum Client Confidence They Are On The Most Suitable Mortgage is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and ...
Client Discusses Personal Challenges
Client Discusses Personal Challenges is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk “What topics do you discus...
Prospective Client Learnt a Lot
Prospective Client Learnt a Lot is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion “How did your understanding of ...
Maximum Confidence Long-term Plans Were Considered
Maximum Confidence Long-term Plans Were Considered is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention "To ...
Prospective Client Understands Fees
Prospective client understands fees is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion “How do [adviser’]’s fees w...
In-depth discussion of motivations
In-depth Discussion of Motivations is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion “Did you discuss your reason...
Maximum clarity on how adviser will help
Maximum Clarity On How Adviser Will Help is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion “How well do you under...
Prospective Clients Feel Comfortable Being Open
Prospective Clients Feel Comfortable Being Open is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion “Which best des...
Confident Long-term Plans Were Considered
Confident Long-term Plans Were Considered is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk "To what extent were ...
Client Never Had To Chase
Client Never Had To Chase is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention “Did you ever have to chase t...
Maximum Confidence They Understand Risk
Maximum Confidence They Understand Risk is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention “How confident ...
Client Reads Correspondence
Client Reads Correspondence is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk “How do you engage with the corresp...
Adviser Initiates Communication
Only the Client Initiates conversation is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk “Who normally initiates ...
Perception Of Adviser Knowledge
Perception Of Adviser Knowledge is a driver of Elevation Goal 1: Making great first impressions, increasing conversion "How confident are you that you...
Client Access To Adviser
Client Access To Adviser is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention “Between scheduled meetings, i...
Maximum Confidence They’re On-Track
Clients Confident They’re On-Track is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention “How confident are y...
Prospects Comfortable Being Open
Prospects comfortable being open is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk “Which best describes your con...
Client Would Discuss Personal Challenges
Client Would Discuss Personal Challenges is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk "Would you let [advise...
Prospective Client Learnt A Lot
Prospective Client Learnt A Lot is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion “How did your understanding of ...
Client Asked To Recommend
Client Asked to Recommend is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention “Has [adviser] asked you to r...
Maximum Clarity on Mortgage Timeline
Maximum Clarity on Mortgage Timeline is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion “Did [adviser] let you kno...
Goal 3: Mitigating Risk (Financial Advice)
Risk Score is the Goal Metric of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Each review is assigned a binary risk score (...
Speaking At Least Once Per Year
Speaking At least once per year is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk “How often do you and [adviser]...
Document Sharing Couldn't Be Easier
Document Sharing Couldn't Be Easier is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention “How easy was it to...
Risks associated with mortgage
Risks Discussed is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk "Did you discuss the risks associated with gett...
Follow-up Email
Follow-up Email is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion “Did [adviser] send a follow-up email promptly ...
Communication Frequency
Communication Frequency is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention “How often do you and [adviser]...
Clients Confident They're On The Most Suitable Mortgage For Them
Clients Confident They're On The Most Suitable Mortgage For Them is a Driver of Safeguard Goal 3: Safeguarding clients’ best interests, mitigating ris...
Maximum Responsiveness
Maximum Responsiveness is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention “How responsive was the adviser ...
Goal 3: Mitigating Risk (Mortgage)
Risk Score is the Goal Metric of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Each review is assigned a binary risk score (...
Correspondence Couldn't be Clearer
Correspondence Is Clear is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention “How clear is the correspondenc...
Goal 2: Client Advocacy
Passionate advocacy is the Goal Metric of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention “In what circumstances would...
Prospect Conversion
Prospect Conversion is the Goal Metric of Elevation Goal 1: Making great first impressions, increasing conversion “Are you going to use [adviser]’s se...
Client Understands How Adviser Earns Money
Client Understands How Adviser Earns Money is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk "How would [adviser]...
Client Understands Fees
Client Understands Fees is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk “How do you pay for financial advice fr...
Broader Priorities Discussion
Broader Priorities Discussion is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion "How would you describe the discu...
Risks Understood
Risks Understood is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk “How confident are you that you understand the...
Discussion Of Risk
Discussion Of Risk is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion "Did you discuss the risks associated with g...
Client asked to recommend more than once
Client Asked to Recommend is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention “Has [adviser] asked you to r...
Trust And Rapport
Trust And Rapport is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention “What topics do you discuss in your s...
Goal 1: Prospect Conversion
Conversion Rate is the Goal Metric of Elevation Goal 1: Making great first impressions, increasing conversion “Are you going to use [adviser]’s servic...
Maximum Reassurance
Maximum Reassurance is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion “Which of these best describes how you felt...