Trusted by financial services

Polypipe
Philips
Ingenico
KK Wind
Optimus Move
Wealthtime
GBG

Struggling to connect compliance, data and real customer outcomes?

In financial services the pressure has never been higher to evidence fair treatment and deliver better experiences, but legacy systems and disconnected data make it hard to prove what good outcomes really look like.

Your warning signs

  • Over-priced enterprise tools that over-complicate simple processes.
  • Customer feedback scattered across products, regions & systems.
  • No single, trusted view that links compliance evidence with customer outcomes.
  • Manual reports that can’t keep pace with FCA or Consumer Duty timelines.
  • Gaps in data for vulnerable customer identification & follow-up.
  • Poor visibility of emerging risks, complaints, or root causes of churn.

CustomerSure unlocks

  • Enterprise results, without the enterprise baggage. CustomerSure delivers without the cost, complexity, or bloat of traditional VoC systems.
  • One source of truth. Unify feedback, performance data & audit evidence in one secure, accessible platform.
  • Faster, easier compliance. Automated reporting, audit trails & regulator-ready dashboards reduce admin and risk.
  • Intelligence built in. AI-driven insight that surfaces risks, trends & opportunities before they escalate.
  • Customer-first visibility. See satisfaction, sentiment & outcomes across every journey.
  • Lean adoption. Fast to implement & delivering ROI in weeks, not months.

For Finance Directors & Board Sponsors

See exactly how customer satisfaction links to retention, revenue and regulatory assurance.

For Chief Commercial & Investment Officers

Turn customer outcomes into growth. Identify where satisfaction drives loyalty and value.

For Conduct & Compliance Leaders

Prove Consumer Duty outcomes with clear, defensible evidence and automated, regulator-ready reporting.

Logo

The CustomerSure systems are proven and tested, but as a company they are, in my experience, unrivalled in their ability and willingness to develop their product based on input from their customers. As a new venture for Marmalade, the option to run a free, no commitment trial was a great incentive.

Marmalade Insurance

Key Platform Features

Built for Consumer Duty. Designed for Results.

Audit-Ready Compliance & Reporting

Meet FCA Consumer Duty standards with automated audit trails, outcome evidence and regulator-ready dashboards.

Audit-Ready Compliance & Reporting

AI-Powered Insight & Analysis

Surface emerging risks and opportunities instantly with automated sentiment, theme and KPI-driver detection.

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AI-Powered Insight & Analysis

Customer Journey Mapping

See satisfaction and compliance across every touchpoint, identifying weak spots before they become issues.

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Customer Journey Mapping

Real-Time Alerts & Closed-Loop Feedback

Get instant notifications for vulnerable or dissatisfied customers, so action happens before escalation.

Real-Time Alerts & Closed-Loop Feedback

Secure Data Management & Governance

GDPR compliant, UK-hosted and penetration-tested, giving complete confidence to boards and regulators.

Secure Data Management & Governance

System Integrations & Automation

Connect effortlessly with CRM, complaint and reporting tools to create a single, trusted source of truth.

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System Integrations & Automation
See all features

Real outcomes.
Trusted by financial institutions.

Turning feedback into value for a specialised insurance leader.

View the case study See all case studies

Why CustomerSure for financial services?

We simplify compliance

Meet Consumer Duty standards with automated reporting, audit trails & defensible evidence. Without the admin burden.

We connect what matters

Unify feedback, outcomes & performance data into one platform your teams, boards & regulators can all trust.

We make insight actionable

Surface the trends driving satisfaction, loyalty & risk, so action happens fast.

We understand financial services

15+ years supporting regulated organisations means we know the standards, scrutiny & expectations you face.

We build lasting partnerships

You get software & expertise in one. Guidance, best practice & support come built in. Not billed as extra. Find out more.

Learn more about us

Turn compliance into confidence

See how financial services teams use CustomerSure to evidence fairness, improve satisfaction and deliver measurable results, without the complexity of traditional VoC systems.

Book a demo

You’re in good company

Beyond Housing
Philips
Barchester
Covéa
Ingenico
Connect Housing
Bristol Water
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