The FCA requires firms to demonstrate that vulnerable customers aren't disadvantaged. But how do you prove equal outcomes when your survey data lives in one system and vulnerability assessments in another?
Outcome Survey solves this by unifying customer feedback with vulnerability data in a single platform—giving you the evidence regulators expect.
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Proactive Approach - Outcome Survey also allows you to identify responses that require further action or intervention, ensuring you address concerns before they become complaints.
A market leading survey platform for financial services firms
After thorough research with our users, Comentis has developed a leading survey platform and analytics suite tailored for financial services firms. This platform equips you with all the tools needed to send, review, flag, and report on client outcomes, while also cross-referencing their vulnerability status and aligning outcomes to the four pillars of Consumer Duty.
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Securely gather outcome sentiment directly from clients
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Available as a stand alone service
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Quickly and easily deploy individual surveys or bulk sends
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Full email delivery platform or send yourself
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Fully integrated within the Comentis platform and client records
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Flags and event triggers to facilitate proactive actions
Enhanced by robust analytics and insights
Demonstrating and reporting client outcomes to the FCA is a fundamental aspect Consumer Duty, particularly when combined with your vulnerability data. Comentis Outcome Survey enables you to efficiently generate outputs that showcase your compliance with consumer duty principles, including comprehensive reports and client sentiment analysis.
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...with the ability to deliver targeted interventions as and when needed.
Surveys should not only help you gauge client sentiment but also enable you to take proactive measures when issues arise or scores fall short of expectations.
Comentis's unique flagging feature ensures you can tackle any client concerns before they into complaints.
And its not just all about the negatives, good outcomes are also captured and identified, allowing you to identify client testimonials.
"Client surveys aren’t just good practice. They’re how you actually prove that your advice made a difference. An outcomes survey solution makes it straightforward to capture what clients really think and turn that into something meaningful."
John Netting - COO, BareRock PI
Find the right subscription level for your business
1 Adviser - £28pm (Stand alone £32)
2 - 4 Advisers - £52pm (stand alone £59)
5 - 8 Advisers - £100pm (stand alone £113)
9 - 12 Advisers - £156pm (stand alone £176)
13 - 17 Advisers - £208pm (stand alone £234)
18 - 25 Advisers - £280pm (stand alone £315)
Over 25 Advisers - Please Enquire
​All subscriptions include:
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Unlimited surveys
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Unlimited licences for all staff
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configurable survey emails
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Support guidance
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Intervention flagging
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Standard reporting and dashboard
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Prices quoted are in addition to vulnerability assessment subscription (same subscription level applied).
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Price in brackets is as a stand alone, without vulnerability assessment.
All prices are exclusive of VAT - payable monthly in advance
*Additional fees may apply