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First Direct

  Financial Services in the UK

First Direct overall Effort Score: 66 First Direct vs 67 First Direct last quarter
Sector Effort Score benchmark: 60 First Direct vs 58 First Direct last quarter

Three out of four pillars have declined -1 point for First Direct, and one pillar has kept its score wave on wave. These changes have meant First Direct’s Overall Effort Score is now 66, down from last quarter's 67.

Style of Communication now sits at a score of 69, down from 70, likely due to fewer First Direct customers rating the politeness of its customer service agents as ‘excellent’, now 56% from 57%.

Elsewhere, its Valuing the Customer score also declined -1 point to 68. It does, however, remain one of two pillars where it’s excelling. More than half its customers (58%) said First Direct and its team understood their needs and reacted accordingly. What’s more, 66% were satisfied with the overall outcome of their interaction with First Direct.

First Direct, alongside Nationwide and Lloyds Bank, are currently offering cash bonuses to those who switch to their customers, as well as bonuses for existing customers who convince friends to switch. It will be interesting to see how this will impact customer experience and how First Direct will upweight its communications with more customers.

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Customer Effort in detail

Style of Communication 69 vs 70 last quarter

56% say the politeness of their customer service agents is 'excellent'

58% rate the ability to communicate with them in their chosen language (other than English) as ‘excellent’

Knowledge and Expertise 68 vs 69 last quarter

58% rate the expertise of the customer service agent as 'excellent'

52% say the way details were clearly explained to them was 'excellent'

58% rate how well the customer service agent understood their particular problem or question as 'excellent'

Understanding & Valuing the Customer 68 vs 69 last quarter

51% rate this brand as 'excellent' for how they made them feel valued/important as a customer

58% say the way they understood their needs was 'excellent'

52% say the range of solutions or options that were suitable was "excellent"

Speed Solving the Problem 63 vs 63 last quarter

48% rate how easy it was to find the information they wanted on the website/app as 'excellent'

60% rate how they were able to speak to a customer service agent that can help them with their query as 'excellent'

61% say they made it ‘very easy’ to achieve what they set out to do

ContactEngine sponsors the Customer Effort Index

ContactEngine believes that a great customer experience is an effortless one, where life is made as easy as possible for the customer. ContactEngine commissioned the Customer Effort Index to measure how real people perceive the effort it takes to be a customer of some of the leading brands in the world. By enabling a comparison of effort not only within an industry, but across industries, we can identify and learn from the brands who lead on making it easy for their customers to do business with them.