Specialist support for
you
TBS can provide specialist Financial Services
outsourcing knowledge and
support, something which is
unique in the marketplace
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Members of the TBS board
possess significant experience in Financial
Services outsourcing. Our MD has a background
anchored for over ten years in Retail Financial
Services call centres across the whole spectrum
of products and services.
TBS has
the ability to structure inbound or outbound
contracts, sales or service operations,
tactical or strategic activity, onshore of
offshore in an environment with ever increasing
requirements to satisfy Financial Services
Authority (FSA) regulations such as TCF
(treating the customer fairly), MiFID, Mortgage
regulation and GIFSA (for general
insurance)
Our
knowledge around typical FSA associated call
centre issues such as TCF; can help answer
questions like "What does this really mean for
a call centres Training and Competence,
Compliance and Sales Quality monitoring
regimes, Systems and Control?"
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We can
help you navigate issues and options such
as:
-
Authorised representatives versus call
centre who are FSA
approved
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Advised
or non-advised selling
-
Contract
structure covering liability in the event
of regulatory breaches
-
Waivers of
permission
Our experience is that
many third Party call centres struggle to
really understood the impact of being
authorised in the eyes of the FSA and
clients.
This ability sets us apart form the more
regular consultancy crowd, plus we are able to
draw on contacts in the industry to assist in
the interpretation of regulation as TBS also
Sponsor a Financial Services Outsourcing Forum
where many of the key figures in the major
financial services companies are
members.
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