In a world where duty of care for your customers, clients or patients is increasingly important, the ability to identify and support those who require additional support is paramount for all types of regulated organisations.
Whether it's due to cognitive decline, changing financial or personal circumstances or a lack of mental capacity, we understand that being able to identify and support affected individuals represents a growing issue, driven by a number of factors:
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Increased regulatory focus on financially vulnerable customers or those lacking mental capacity
Alignment to ESG and impact objectives
Corporate risk mitigation
Increased consumer awareness
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To help organisations meet this challenge, Comentis provides a cost effective and efficient online assessment platform which enables you to consistently and objectively identify and support those at risk of financial vulnerability or with reduced mental capacity and report on this quickly and easily.
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Quick and non-intrusive assessment with no interference to the sales journey, advice process or care pathway
Overcomes user subjectivity with a clinically defined process for vulnerability/capacity identification
Comprehensive customer, client or patient reports, plus MI, management dashboard and analytics
Curated from years of clinical expertise, overcoming user lack of experience or confidence
Robust audit trails and peace of mind that you're complying with the regulators requirements
With the FCA's growing focus on the identification and support of financially vulnerable customers, it's imperative that financial services organisations are able to identify those customers who are potentially at-risk.
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Our range of Financial Vulnerability Assessments enable firms to effectively identify financially vulnerable customers or clients.
It's estimated that there are c.2 million people in the UK that lack the capacity to make a specific decision at any one time. A lack of capacity doesn't mean a decision can't be made but a failure to identify it could result in serious consequences.​Our range of Mental Capacity Assessments ensure practitioners can quicky and easily identify concerns relating to mental capacity and help support the patient.
