Fidelity Life relaunches customer engagement initiative

Advisers will be assessed on their customers’ engagement and satisfaction, to be measured by net promoter score ratings.

The 25 top performing advisers will be invited to an advanced customer engagement forum over three days in September advisers can share best practice knowledge and insights and discuss how the financial advice industry can continue to make a real and lasting difference to New Zealanders.

Bronwyn Kirwan, Fidelity Life chief commercial officer, says Fidelity Life’s recent Advice for Good research confirmed that financial advice makes a huge difference to the financial and emotional wellbeing of New Zealanders.

“We’re really proud to stand behind the amazing work our adviser partners do for their customers and for their communities, and relaunching our customer engagement initiative is one way we’re celebrating our best advice professionals.”