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Vulnerable customers

Recognise when a customer needs more help.

Customers who need more help reach your specialist team sooner, with AI agents that pick up signs of vulnerability in calls, chats and messages and record their circumstances.

Vulnerable customers

Recognise when a customer needs more help.

Customers who need more help reach your specialist team sooner, with AI agents that pick up signs of vulnerability in calls, chats and messages and record their circumstances.

THE PROBLEM

Vulnerability identification and support

Customers rarely say they are vulnerable. The signs appear in ordinary contact: a missed payment after a hospital stay, a message about losing a job, a request for more time. If those signs are missed, customers are treated in the wrong way. If they are spotted but not recorded, the next contact starts from scratch and your regulator will ask why.

WHAT SYNTERIS BUILDS

We build journeys that recognise signs of vulnerability in what customers tell us. When they appear, the customer is handed to a customer service agent in your specialist team, with their circumstances captured and passed to your systems, so your team starts with what the customer has already told us. We work with each client to meet the consent and regulatory requirements of their sector, and every step is recorded as regulatory evidence.

Illustrative worked example - not live customer data
01
Contact
02
Understand
03
Verify
04
Assess
05
Route
06
Integrate
 
Pay (not used in this journey)
 
Survey (not used in this journey)
07
Report
  1. ✓ContactCustomer replies to a service message
  2. ✓UnderstandSigns of vulnerability recognised in the reply
  3. ✓VerifyIdentity verified
  4. ✓AssessSupport needs captured, with the customer's consent
  5. ✓RouteSpecialist support team takes over
  6. ✓IntegrateCircumstances passed to the client's systems
  7. ✓ReportSupport evidenced for the regulator
ACTION COMPLETED
Support needs recorded; customer handed to the client's specialist team
CLIENT SYSTEM UPDATED
Circumstances recorded and passed to the client's systems
OUTCOME MEASURED
Support needs actioned rate (flagged customers given support)
Illustrative worked example - not live customer data
01
Contact
02
Understand
03
Verify
04
Assess
05
Route
06
Integrate
 
Pay (not used in this journey)
 
Survey (not used in this journey)
07
Report
  1. ✓ContactCustomer replies to a service message
  2. ✓UnderstandSigns of vulnerability recognised in the reply
  3. ✓VerifyIdentity verified
  4. ✓AssessSupport needs captured, with the customer's consent
  5. ✓RouteSpecialist support team takes over
  6. ✓IntegrateCircumstances passed to the client's systems
  7. ✓ReportSupport evidenced for the regulator
ACTION COMPLETED
Support needs recorded; customer handed to the client's specialist team
CLIENT SYSTEM UPDATED
Circumstances recorded and passed to the client's systems
OUTCOME MEASURED
Support needs actioned rate (flagged customers given support)
Illustrative worked example - not live customer data
01
Contact
02
Understand
03
Verify
04
Assess
05
Route
06
Integrate
 
Pay (not used in this journey)
 
Survey (not used in this journey)
07
Report
  1. ✓ContactCustomer replies to a service message
  2. ✓UnderstandSigns of vulnerability recognised in the reply
  3. ✓VerifyIdentity verified
  4. ✓AssessSupport needs captured, with the customer's consent
  5. ✓RouteSpecialist support team takes over
  6. ✓IntegrateCircumstances passed to the client's systems
  7. ✓ReportSupport evidenced for the regulator
ACTION COMPLETED
Support needs recorded; customer handed to the client's specialist team
CLIENT SYSTEM UPDATED
Circumstances recorded and passed to the client's systems
OUTCOME MEASURED
Support needs actioned rate (flagged customers given support)
Bring us one problem. We'll show you what it would take.
Bring us one problem. We'll show you what it would take.
OUTCOME

Customers who need more help reach the right people sooner, with their circumstances already recorded. You can track how many flagged customers are given support and show how each one was treated.

HOW WE DELIVER

Free discovery, then live in 4-8 weeks from sign-off of the solution design. Then we host, monitor and improve it. See how it works

WORKS ALONGSIDE YOUR SYSTEMS

Kraken, SAP, Salesforce and in-house billing systems, through file exchange or API. No replacement programme.

QUESTIONS
Your team. Our journeys recognise the signs, record the circumstances and hand the customer to your specialist team.
QUESTIONS
Your team. Our journeys recognise the signs, record the circumstances and hand the customer to your specialist team.
RELATED SOLUTIONS

Ready to take on this problem?

A half-day session on one problem. You leave with a solution design and a target outcome.

Ready to take on this problem?

A half-day session on one problem. You leave with a solution design and a target outcome.

Synteris
ISO 27001:2022 · PCI DSS · UK hosted · GDPR
© 2026 Revive Management Solutions Limited, trading as Synteris. Registered in England and Wales, company number 07881882. Registered office: Walker Begley, 207 Knutsford Road, Grappenhall, Warrington, WA4 2QL.
Synteris
ISO 27001:2022 · PCI DSS · UK hosted · GDPR
© 2026 Revive Management Solutions Limited, trading as Synteris. Registered in England and Wales, company number 07881882. Registered office: Walker Begley, 207 Knutsford Road, Grappenhall, Warrington, WA4 2QL.
Synteris
ISO 27001:2022 · PCI DSS · UK hosted · GDPR
© 2026 Revive Management Solutions Limited, trading as Synteris. Registered in England and Wales, company number 07881882. Registered office: Walker Begley, 207 Knutsford Road, Grappenhall, Warrington, WA4 2QL.