Motor Finance Online (18/09/24) - Automotive firms failing to identify vulnerable customers: Comentis
Advise Wise and Comentis
Allowing you to identify and support your vulnerable clients directly from the Advise Wise Platform
With the FCA's increased focus on the identification and fair treatment of financially vulnerable clients, and with Consumer Duty regulations now firmly in place, failure to identify and support these individuals represents a considerable risk for firms advising on later life lending.
To support those firms, Comentis's award winning vulnerability software can now be accessed through the Advise Wise Platform thanks to our new integration.
Comentis is the market leading provider of vulnerability identification and support software and is successfully used by over 750 firms and over 2,000 advisers.
Our award winning Financial Vulnerability Assessments enable advisers to consistently and objectively identify individuals who are at risk of vulnerability and the nature of the risk. Suggested supportive actions are given and any interventions and outcomes can be recorded in a timely and effective manner.
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Launch Assessment directly from the Advise Wise Platform
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Easy-to-use online assessment with a 98% completion rate
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Dedicated later life lending assessment
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On average, each assessment takes less than four minutes to complete
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Non-intrusive with no interference to the advice process
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Comprehensive client specific report generated after each assessment
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Analytics suite ensures full visibility and ease of reporting
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Provides cast iron audit trail
Seamless integration with Advise Wise
To access Comentis via Advise Wise, all you need is a Comentis subscription along with your Advise Wise license.
Once you have signed up for a Comentis account one of our support team will be in touch to help you get set up and live and integrated with your Advice Wise account.
Choose the appropriate subscription tier for your business according to the number of advisers you have.
1 Adviser - £35 Per Month
2 - 4 Advisers - £65 Per Month
5 - 8 Advisers - £125 Per Month
9 - 12 Advisers - £195 Per Month
13 - 17 Advisers - £260 Per Month
18 - 25 Advisers - £350 Per Month
Over 25 Advisers - Please Enquire
All subscriptions include:
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Unlimited assessments
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Unlimited licences for all staff
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Dedicated Later Life lending assessment
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Email assessments
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Support guidance
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Intervention log
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Standard reporting and dashboard
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Access to resources centre
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Full integration with Advise Wise
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Monthly contract - you can cancel at any time
All prices are exclusive of VAT - payable monthly in advance