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Meet our stated obligations regarding PIR (Customers (Ensure new advice …
Meet our stated obligations
regarding PIR
Definition
No customer should be able to invest on the basis of old advice (>90 days)
Protect reputation
Avoid costs (fines?)
Measures
Target
: No customer joins
with stale advice (>90 Days)
How to measure
: Query PIR age for our invested customers
Who
Impact
How
Customers
<90 days convert to sale
Prompt Customer to sign up
Ensure new advice
offered when >90 days
#2
Prevent progressing
when PIr > 90 days
Change website to check date of PIR
before allowing to open Account -give message
Count how many customers attempt
to invest after 90 days
Replay Advice and reissue PIR and
allow customer to proceed
Team
Get Data about when
PIR offered
#1
MI From Salesforce or Kibana
Salesforce has registered date
and email/customer name
Count registered customers
by PIR age.
Content
Research
#1.1
Competitor Analysis
Change our stated obligation
Not viable
Change content in PIR allowing customer
to proceed if no circumstances have changed
Compliance
Review
Data Protection
Review
Customer Service
Target customers to invest when
close to 90 days
Out bound calls to convert
to customer before 90 days