11 Paradigm Think Piece A Practical Guide to Using Quick Response (QR) Codes Graeme Stewart Head of Consultancy Firms will need to make sure that where appropriate the content is compliance approved by the firm’s SMF 16, for example if the link took a client to a financial promotion. Firms are also advised that they may want to seek approval from their Professional Indemnity Insurer, if they were seeking client feedback on the advice or services provided. Sign in or create a free account at www.canva.com Click 'Create a design' Select Apps, search for QR Code and click Paste the URL Add the QR Code to Your Design The FCA recently highlighted, as good practice, firms that use QR codes to support the Consumer Duty outcome: Consumer Understanding. They also mentioned that QR codes could be used as a tool to generate feedback from their clients, which in turn, could then be reported upon within a firms’ Consumer Duty Report. The use of QR codes is not mandatory, but we thought firms might want to consider their use within their own practice, if they are not already using them. How could your firm use QR codes? QR codes offer a simple way to enhance client communication, support understanding, and capture client feedback. QR codes could be used in several ways from suitability reports, disclosure documents to websites and marketing materials. They can link directly to a wide range of content including technical explanations of key information, digital resources such as websites, blogs or podcasts or online questionnaire, survey or customer feedback forms. If you’ve never created a QR code before, this may seem like a daunting task, so we will walk you through one quick way to generate these. Our top tips • Test the QR code before sending it to clients. • You may need to provide simple instructions on how to use a QR code especially for less tech-savvy clients. • Explain the purpose, such as improving service or understanding. • Ensure surveys are short and accessible which will increase completion rates. • Check out the full guide online
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