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Fast, consistent and reliable duty of care assessments

Helping Financial Services organisations identify and support vulnerable clients and meet their regulatory obligations

Comentis delivers a digital platform to FCA regulated businesses to ensure they can consistently and objectively identify and support their customers 

In a world where the support needs of your clients  is increasingly important, the ability to identify and support those who require additional help 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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  • FCA Regulatory requirements under Consumer Duty

  • Alignment to ESG and impact objectives

  • Corporate risk mitigation

  • Increased consumer awareness

  • or simply a corporate desire to better support all your customers

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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 and report on this quickly and easily.

A unique approach to a growing issue 

By bringing together extensive clinical and digital expertise, Comentis uses a 3-step process to help organisations proactively identify and support their clients, as well as meeting all regulatory reporting requirements quickly and accurately

Identify

Our quick and easy-to-use online assessments guide the user through a series of clinically curated questions which consistently and objectively flag those who are financially vulnerable and/or lack mental capacity.

person identifying if customer is vulnerable
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Support

person supporting a vulnerable customer
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Our assessments offer suggestions to help the professional support the individual during a capacity assessment or once a vulnerability has been identified. It also logs the actions taken and support given.

Validate

Validate the support you provided meets the needs of clients ensuring you are able to demonstrate good outcomes.

person reporting on vulnerable customers

​We do this through an easy-to-use online App and clinically curated surveys, that can easily be integrated into existing client journeys

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Saves Time

Quick and non-intrusive assessment with no interference to the sales journey or advice process

Consistency

Overcomes user subjectivity with a clinically defined process for vulnerability identification

Full Visibility

Comprehensive client reports, and analytics all fully aligned to regulatory requirements

Validation

Curated from years of clinical expertise, overcoming user lack of experience or confidence

Risk Mitigation

Robust audit trails and peace of mind that you're complying with the regulators requirements

Clients

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