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Identifying vulnerable customers moves from guidance to principle under consumer duty  

Through working with threesixty, we ensure you can identify them consistently and effectively
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FINANCIAL VULNERABILITY ASSESSMENT APP

Comentis has partnered with threesixty services to provide access to our ground-breaking software, ensuring you can consistently identify and support potentially vulnerable clients or those in vulnerable circumstances. All at special prices and functionality exclusively for clients of threesixty.

Our clinically backed assessments can be easily included into your current advice processes and back-office system, ensuring you meet the FCA's guidelines for having robust processes in place to identify and support vulnerable clients.

Our FV Assessment App allows you to:

  • Consistently and objectively identify potentially financially vulnerable clients in line with FCA guidance

  • Produce a comprehensive report on potential financial vulnerabilities

  • Simply log any interventions and outcomes

  • Produce fully audited Financial Vulnerability report on client base, supporting FCA reporting.

  • Minimise the risk of not identifying vulnerable clients

To see how our Assessment can support your business, check out our video below and if wish to know more, please do not hesitate to contact the team via the form below

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Comentis has been accepted as a Affiliate member of the APCC and are actively working with them and their members to to help firms better identify, support and report on vulnerable customers. We are also a member of their Vulnerability Working Group.

COMENTIS SELECTED TO JOIN FCA INNOVATION HUB

We are delight to have been accepted onto the FCA Innovation Hub, demonstrating the interest by the regulator in ensuring vulnerable clients are identifited and supported.

Through our work with them we are building out our intervention log and reporting tools.

How it works

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“Comentis safeguards our firm in the face of FCA regulations whilst helping us communicate with our client better. Without Comentis I am not sure how we would objectively determine whether our clients are vulnerable or not and revisit this year on year to ensure we identify short term or changing client vulnerabilities. The process is non invasive and we are better prepared as a firm with the help of Comentis".

threesixty exclusive pricing
sIGN UP NOW AND GET YOUR FIRST MONTH FREE

Starter

Meet FCA
Guidance

£11
(standard fee £12)
Per licence pm

10 assessments per month 

 

Full range of financial vulnerability assessments 

CRM Integration with existing partners*

Intervention and Outcomes log

Professional

Reporting plus dashboard

£20
(standard fee £22)
Per licence pm

20 assessments per month

 Full range of financial vulnerability assessments 

CRM Integration with existing partners*

Intervention and Outcomes Log

 

Email Assessments

FV policy Integration

 

Logo on Report 

 

Reporting and Dashboard

Professional+

 Enhanced access and branding

£32
(standard fee £35)
Per licence pm

40 assessments per month

Full range of financial vulnerability assessments  

CRM Integration with existing partners*

Intervention and Outcomes log

 

Email Assessments

FV Policy Integration

White labelled report

 

Standard Reporting and Dashboard

 

White labelled WebApp*

 

want to speak to one of our team ?