Customer Engagement Process

Triplejump’s consulting and process methodologies are a comprehensive and systematic approach to the:

  • Identification of a customers Human Capital Risk exposures
  • Selection of the risk management solutions
  • Preparation of detailed documented risk management advice
  • Management of the risk plan implementation
  • Ongoing customer life cycle service and management


Triplejump’s customer engagement process adheres to the internationally recognised six step financial advice process and aligns with the best practice standards for Risk Management.

The methodologies are embedded in the Triplejump Enterprise System enabling:

  • Adherence to compliant advice and service processes
  • Automatic retention of audit trails
  • Administration efficiency
  • Business intelligence


Adviser Training Programme

To support the development of effective distribution Triplejump has created an Adviser Training Programme tailored to build knowledge and skills in the provision of Human Capital Risk Advice to the business sector.

Training design and industry knowledge experts were utilised to construct the programme guided by the competencies required of an effective adviser.

The programme involves:

  • 135 hours of self paced technical learning modules
  • 120 hours of workshop learning covering technical, case studies and practice modules
  • Training materials and delivery guides for the trainer