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LEADING THE WAY WITH VULNERABILITY ASSESSMENT IN FINANCIAL SERVICES

With the FCA's increased focus on the identification and fair treatment of financial vulnerable customers, and with Consumer Duty regulations now in place, failure to identify and support these customers represents a considerable risk for firms.

Our Financial Vulnerability Assessment tool allows you to consistently and objectively identify and support vulnerable clients

We offer a range of assessments aimed at the following sectors:

 

  • Wealth

  • Mortgages

  • Equity Release

  • Consumer Finance

 

Our clinically developed Financial Vulnerability Assessments flag individuals who are at risk and 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.

 

The vulnerability dashboard and analytics features ensure full visibility over your vulnerability operations and a cast iron audit trail.

 

The results can also be pulled into any back office or compliance software through our API's.

Watch how it works

Download a copy of our practical guide

Vulnerability Support Framework

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Trusted By

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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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