FCA ESTIMATES 1 IN 2 CLIENTS COULD BE AT RISK OF FINANCIAL VULNERABILITY
We ensure you can identity them consistently and effectively
FINANCIAL VULNERABILITY ASSESSMENT
With the FCA's increased focus on the identification and fair treatment of financial vulnerable customers and the recent release of their finalised guidance - failure to identify these customers represents a considerable risk for firms.
Comentis' Financial Vulnerability Assessment allows you to significantly mitigate this risk.
Our clinically developed Financial Vulnerability Cognitive Assessment allows you to proactively identify vulnerable clients and then apply interventions in a timely and effective manner.
The assessment evaluates a customers financial vulnerability across the four factors as defined by the FCA:
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Health issues
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Life Issues
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Individual's resilience
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Individual’s capability
Where a financially Vulnerable client is identified, the nature and cause of the vulnerability will be detailed as well as your own interventions. The results can also be pulled into any back office or compliance software through our API's.
Try First Month For Free
When you sign up for one of our subscriptions, we provide the first month free to see if it is right for your business.
We would encourage you to use the resource centre to help you position the assessments and should you have any other questions on how to run the assessments, we are there to support you.
New Pricing Options
Try first month for FREE
We offer a range of pricing options to suit your business. check them out here >>
Comentis has joined forces with tenet Compliance services to help their clients better identify and support vulnerable clients. For more information visit the Comentis page on the Tenet Intranet. Also check out the press release here.
SUPPORTING PFS FINANCIAL VULNERABILITY TASKFORCE
The Comentis team are delighted to be able to support the PFS Financial Vulnerability Taskforce, with our Clinical Lead, Tim Farmer joining as a subject matter expert.
COMENTIS SELECTED TO JOIN FCA INNOVATION HUB
Comentis has been accepted onto the FCA Innovation Hub, demonstrating the interest by the regulator in ensuring vulnerable clients are identified and supported.
Through our work with them we are building out our intervention log and reporting tools.
See how it works
“Comentis safeguards our firm in the face of FCA regulations whilst helping us communicate with our client better. Without Comentis I am not sure how we would objectively determine whether our clients are vulnerable or not and revisit this year on year to ensure we identify short term or changing client vulnerabilities. The process is non invasive and we are better prepared as a firm with the help of Comentis".
find the right subscription level for your business
Starter
Meet FCA
Guidance
£12
Per licence pm
Up to 10 assessments per month
Accessible through WebApp
CRM Integration with existing partners*
Professional
Reporting plus dashboard
£22
Per licence pm
Up to 20 assessments per month
Accessible through WebApp
CRM Integration with existing partners*
Email Assessments
FV policy Integration
Logo on Report
Standard Reporting and Dashboard
Professional+
Enhanced access and branding
£35
Per month
Up to 40 assessments per month
WebApp or API deployment
CRM Integration with existing partners*
Email Assessments
FV Policy Integration
White labelled report
Standard Reporting and Dashboard
White labelled WebApp*
Enterprise
Fully Bespoke solutions
Enquire
Unlimited Assessments per month
WebApp or API deployment
Custom CRM Integration
Email Assessments
FV Policy Integration
Custom report
Custom management reporting and Dashboard
Custom WebApp
Tailored Assessment Sets