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SUPPORTING APCC TO
IDENTIFY & SUPPORT 
THEIR VULNERABLE CUSTOMERS 

Comentis' ground-breaking software allows regulated businesses to consistently and objectively identify and support clients in financially vulnerable circumstances. 

With so much focus from the regulator, from the New Consumer Duty to the Guidance on the Fair Treatment of Vulnerable Customers, it is imperative firms are able to identify, report on and support their vulnerable clients.

 

As their compliance partners, this adds a extra level of complexity and work for you, especially if firms do not have a consistent and objective process.

Our clinically-backed assessments provide a simple and cost effective solution.can be easily included into current advice/servicing processes ensuring your client's meet the FCA's guidelines by having robust processes in place to identify and support vulnerable clients.

What's more, as their compliance provider, you will have access to our platform and reporting suite for your clients.

Our Financial Vulnerability Assessment App allows firms to:

  • Consistently and objectively identify potentially financially vulnerable clients

  • 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 App can support your business, check out our video below and if you wish to know more, please do not hesitate to contact the team.

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Watch how it works

Find the right subscription level for your business

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APCC Exclusive Pricing:

All subscriptions include:

  • Unlimited assessments

  • Unlimited licences for all staff

  • CRM integration*

  • Email assessments

  • FV policy integration

  • Standard reporting and dashboard

  • Access to resources centre 

  • Your clients get first month for free

  • Free compliance subscriptions for your firm

All prices are excusive of VAT - payable monthly in advance
*
Additional fees may apply 

Download a copy of our practical guide

Vulnerability Support Framework

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"We're delighted to work with Comentis to provide access to best-of-breed technology and help members meet the requirements of Consumer Duty in an efficient and compliant way."

Marc Thompson - Adviser Services Director

SimplyBiz

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