Financial Services

We want to help people make better financial decisions, through simple, understandable products and services.

We help firms to embed The Consumer Duty and support customers in vulnerable circumstances.

Hargreaves Lansdown

Helping people make better decisions about their pensions.

CXPartners is a business that helps to deliver real change. That’s the important piece for me – making practical and actual changes that customers see and appreciate.

Richard Pash Marketing Director, Zurich Insurance UK

More of our financial services clients

Financial services insights

The Consumer Duty

The FCA wants Financial Services firms to permanently embed the Consumer Duty. We think continuous improvement, through qualitative research is the answer.

Learn more about The Consumer Duty

The vulnerability challenge

The FCA wants to ensure the fair treatment of customers in vulnerable circumstances. Learn more about the challenge, and about how we can help you improve customer outcomes.

Learn more about The vulnerability challenge