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File sharing
- you can send files quickly and securely
- share a broader range of file types and larger files
- view and download key case documents in one central place
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Case status
- you can identify cases that require action
- view case stages, status and categorisation
- empowers you to be more proactive in progressing cases
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Communication
- you can interact with us more easily with quick notifications
- live chat function for support with using the portal
- case handlers remain points of contact for case queries and are still available to contact directly
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Data and insight
- greater visibility of organisation-wide case volumes
- increases case data transparency, including uphold rates
- case data supports root cause analysis on outcomes
For businesses
Ombudsman Connect for Business is our online portal designed to help financial businesses view and manage their cases with us.
Find out more about using Ombudsman Connect for Business and how to get started.
Ombudsman Connect for Business provides a modern, user-friendly and secure way to manage your cases.
Having been successfully trialled with a selection of our business customers, the portal is now available to all financial businesses. In time, it will be the primary way for you to access your case data and share information with us.
Key features and benefits
Ombudsman Connect for Business enables you to self-serve at a time that's suitable for you. You can access and share information with us directly and at your convenience. It provides quick and direct access to key case information and means you can work with us easily and efficiently.
It also offers insights into your cases and their status to help you manage, resolve and analyse complaints.
How to get onboard
Ready to start using Ombudsman Connect for Business?
You’ll need to complete our onboarding process, by completing and sending an Access Request Form - this only needs to be done once for your business.
If your business already has access to Ombudsman Connect for Business, you need to contact your business's nominated administrator who will send you an individual invitation.
The documents included on this page provide all the detail you need to help you onboard, including technical and security information, our Terms of Use and Privacy Notice.
Complete the Access Request Form
Complete and send back the Access Request Form. If you need help with the form, the Access Request Form Completion Guide provides helpful information about what you need to do. Send the completed form back to the email address provided on the form.
Read the key documents
- Read the Key Information Document – this provides an overview of Ombudsman Connect for Business, including key features and frequently asked questions.
- Read the Onboarding Technical Information – this document has been designed for IT teams and provides guidance about the technical information required for access.
- Read our Security Statement – this document is for Information Security teams and provides a high-level security summary.
- Read our Terms of Use – these are the terms individual users will need to accept before they can use Ombudsman Connect for Business
- Read our Privacy Notice
If you questions about the process after reading the guides, you can send us an email.
What happens next?
Your business’s nominated administrator will receive an email from us with information on next steps to complete onboarding and how to add users.
Our user guide
Once you are onboard, our user guides will provide support to help you navigate and use the portal effectively.
