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

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With so much focus from the FCA, from 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.

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Comentis provides a simple and cost effective solution to identifying and supporting your vulnerable clients.

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Our clinically-developed Financial Vulnerability Assessment flags individuals who are at risk and also the nature of the vulnerability. Any interventions can be recorded in a timely and effective manner, and a comprehensive client report is generated at the touch of a button.

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Our assessments can be easily included into current advice/servicing processes ensuring you meet the FCA's guidelines for having robust processes in place to identify and support your vulnerable clients.

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Our Financial Vulnerability Assessment allows you to:

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• 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 for the client file

• Mitigate risk 

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To find out more about how our Assessment Tool can support your business, please do not hesitate to contact the team.