Best Practice Report

How Financial Services Firms Can Better Protect Customers

Financial Well-Being: Implement Guardrails And Processes To Protect Customers From Harm

September 19th, 2022
With contributors:


Financial vulnerability and fraud are on the rise in the aftermath of the pandemic. Shareholders and consumers are demanding higher standards, and regulators are mandating financial services firms to better serve and protect customers. As part of their financial well-being strategy, financial services firms need to ensure that they’re treating their customers fairly, implement guardrails and processes to better protect them from harm, and support and compensate them when things go wrong. This report will help financial services professionals understand how they can incorporate fair treatment and protection of consumers in their organization’s products, policies, and processes and mitigate business risks.

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