Identifying vulnerable customers moves from guidance to principle under consumer duty  

Through working with threesixty, we ensure you can identify them consistently and effectively

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.

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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.

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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

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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

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.

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