JUDGING SCORECARD - MPF: Member Servicing

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Aims to identify MPF Trustees who have robust strategies and practices on after-care, ease of contact, availability of digital tools and ease of usage, supporting clients regardless of the situation, administrative assistance, ensuring that they understand each stage entirely, and keeping promises.
PoorBasicGoodVery GoodExceptional
Holistic design of the Member Journey
Ability to learn from the Voice of the Members
Service pledges, undertaking and effectiveness
Technology usage and ultimate effectiveness
Communication and reporting effectiveness
Intermediaries accountability towards clients' goal alignment
Health of business growth from asset retention
Prevention of fraudulent withdrawals
All factors considered, how would you rate this investment strategy and its execution? Please score below: (0: lowest; 10: highest)
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