We’re on a mission…
...to help firms test, improve and evidence customer understanding in the communications they create.
We help firms build clearer customer communications and stronger evidence of customer understanding under Consumer Duty.
What makes us different?
Testing, not just opinion: We combine structured review, customer testing and evidence-led analysis to show where understanding holds up and where it breaks down.
Structured, scalable analysis: CUE combines AI-powered workflows with defined review frameworks to deliver faster, more consistent and more auditable results.
Investment and Consumer Duty expertise: Specialists in customer-facing investment literature, product mechanics, and the FCA’s customer understanding expectations.
CUE is not just another consumer testing provider or communications consultancy.
Our approach is built to help firms identify where customers may struggle, improve communications in a structured way, and evidence why those changes were made.
Global & Cross-Border Expertise
CUE’s methodology adapts across multiple jurisdictions while maintaining consistent principles.
Consistency in compliance: Unified methodology that respects local regulatory and language differences.
Efficient cross-border solutions: Tailored insights for firms operating in multiple markets.
Global best practices: Leveraging experience from EUSIPA and diverse regulatory landscapes to enhance client offerings.
Meet our Founders
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Founder and Chairman of the UK Structured Products Association (UKSPA), Zak has had an active role with Regulators, major investment banks and UK advisory firms in the development of UK structured product market that has spanned decades.
Zak started his career in stockbroking, before moving to technology and working extensively on the ecommerce trading strategy of Barclays Capital. While at Barclays, Zak moved focus to structured products where he was responsible for sales within the UK.
With further experienced gained in senior roles at both RBS and Societe Generale, Zak gained a reputation as a true industry expert and was the natural choice as the inaugural Chairman of the UK Structured Products Association (UKSPA).
Zak continues his responsibilities at UKSPA to this day, as well as consulting various financial firms on their structured product strategy.
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Sophie is a highly credible financial marketing professional and copywriter, with a passion for using simple language and making financial concepts easy for investors to understand.
She has over 20 years experience in financial markets, including 10 years in-house at a large US investment bank. Her deep experience combined with her communication skills means she specialises in being able to interpret and adapt technical content so that it is suitable for the intended target audience. While her field of expertise is structured products, she has experience creating and testing content for a wide range of financial products and services.
Sophie is also a director of the UK Structured Products Association, alongside Zak, where they have worked together for over a decade. As Chair of the association’s marketing committee, she is involved with various initiatives to help promote the structured product industry more widely in the UK.
