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FCA ESTIMATES 1 IN 2 CLIENTS COULD BE AT RISK OF FINANCIAL VULNERABILITY

We ensure you can identity them consistently and effectively

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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:

  • Health issues

  • Life Issues

  • Individual's resilience

  • 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 >>

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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.

New
Partner

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Following our successful integration with Intelliflo, we are delighted to announce that we are now also integrated with Curo from Time4Advice.

You find out more details on our range of integration partners on our integration page

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“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

All prices are excusive of VAT - licences are payable monthly in advance
* Additional fee of £3 per month per Licence applies for Intelliflo Office integration
**set up fee may apply dependent on licence numbers
 

want to speak to one of our team ?