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marcelmeyerpe M

1 reviews | Active since Oct 2016

22 Jun 2024, 14:37

Passing the buck and lack of customer assurance!

Transfer of TFSA from XYZ to 10X which took more than a month! The ball was dropped and I had to constantly phone in and discuss with numerous consultants some were taking exams and took leave while others like client managers just would not respond to my emails. Finally, after I called in again, a lady took ownership and assisted me. This was the most frustrating experience I had with 10X and I am sure this issue can be seen as a learning experience, but I hope no one has to deal with this type of situation in the future.

To top it all the person sent me a review to complete after receiving such type of client service, not sure if it is a joke or something but anyway thus I am sharing my experience here now.

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Replies (1)
10x Investments
10x Investments's reply25 Jun 2024, 16:08
Official
Dear Marcel, 

We regret the delays and poor communication you encountered. Here are the steps we are taking to improve:

  1. Process Review: We are reviewing our TFSA transfer process to prevent future delays.
  2. Staff Training: We are improving training for our team to handle requests promptly and effectively.
  3. Better Communication: We are implementing new protocols to keep clients informed and provide a single point of contact.
  4. Accountability: We are ensuring our team takes ownership of client requests from the start.

We also apologise for sending you a review request during this frustrating experience. We are revising our approach to client feedback to be more considerate.

We are truly sorry for the distress and inconvenience this has caused you. If you have any further questions or concerns, please reach out to us directly. Your satisfaction is our priority.

Thank you for your understanding.

Sincerely, 

The 10X Team