From Complex to Clear: Practical Techniques for Better Client Communications
Are your clients understanding key information, or just receiving it? This Alliance webinar is packed with practical tips to help you improve client communications.
A core expectation of Consumer Duty is that communications enable real client understanding. This webinar shows you how to produce communications that make it easier for clients to understand complex and technical content, with fewer misunderstandings and less time-consuming exchanges.
Join Frances Gordon, a financial services content specialist, as she shares:
- Five proven techniques for plain-language client communications - designed specifically for advisers
- Practical steps that you can use straight away to improve your communications
- Checklist to help you simplify client materials and make the next steps easier to follow.
Resources from the webinar
- From Complex to Clear slide deck
- Your Quick Document Checklist, please click here if you want to brand the checklist.
SPEAKER PROFILES
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FRANCES GORDON
UK Ambassador for PLAIN and Director of Narratology
Frances has over 25 years’ experience helping large and small financial firms communicate clearly.
She specialises in turning complex financial information into plain-language content, supporting better decision‑making and stronger outcomes under Consumer Duty.
She has worked with leading organisations including Zurich, Investec, NS&I, Barclays, PayPal and Barclaycard. She also designs accessible and inclusive communications that work for customers in vulnerable circumstances.