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LEADING THE WAY WITH VULNERABILITY ASSESSMENT IN FINANCIAL SERVICES
We offer a range of assessments aimed at the following sectors:
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Wealth
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Mortgages
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Equity Release
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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.
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