Recording appropriate client information while adhering to GDPR is a challenge for many organisations. What is appropriate when consent is given and what should you do if it’s not?
In this 1-hour training session, we will share tools and techniques to encourage customer disclosure, gaining explicit consent and the importance of recording factual and relevant information.
We will cover:
- Encouraging and acknowledging customer disclosure
- Gaining the customer’s consent
- The importance of being needs and support focused
- What if the customer doesn’t consent?
- What information should be recorded and why?
- The importance of human conversations
Who should attend?
- Customer facing staff
- Claims handlers
- Complaints handlers
- Vulnerability Champions and leads
- Customer Service Team Leaders
Toolkit Details.
Each 1-hour Vulnerability Toolkit session focuses on a specific aspect of working with vulnerable customers, offering practical insights and tools to navigate complex challenges with confidence and care.
Date: Monday, 8 September 2025
Time: 11:00 - 12:00
Book 5 places, get the 6th free
Add 6 places to your basket - the discount applies automatically at checkout.
£35.00 excl. VAT per delegate
Got a question about this toolkit? Send us a message.
