Case Management Toolkits and Resources

News, insights & Case Studies

Our collection of topical case management stories and opinion pieces

Best Practice Guide to Complaints Handling

Our guide to delivering quality written responses to customer complaints.

Correspondence Toolkit

Our guide to delivering quality written responses to customer complaints.

Complaints Handling Toolkit

Our guide to resolving customer complaints that are received at the first point of contact.

Complaints Investigation Toolkit

Our guide to conducting an investigation of a complaint

5 ways to get fined by the FCA for complaints handling

Regulated firms and preparing for the financial complaint handling rules

Why you need more than CRM and customer support systems

An effective complaints and feedback software solution can be a great tool

Supporting the resolution and analysis of customer complaints

An overview of complaint management ICT requirements

Developing an effective financial complaint classification system

An overview of creating an effective complaint system for a financial services company

7 things to remember when designing a complaint management strategy

Start taking better control of complaint management today

Innovate and gain a competitive edge

Gain a competitive advantage through your complaints advantage