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Our Solutions

One platform for smarter customer insight

Comentis ensures regulated firms identify support needs, monitor customer interactions, reduce risk, and turn insight into action — all in one place.

Comentis helps regulated organisations reduce risk, deliver better client support, and meet regulatory reporting obligations through a suite of proven digital solutions.

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From identifying client support needs to applying the appropriate level of duty of care and evidencing positive outcomes, Comentis enables a consistent, compliant, and cost-effective approach across your organisation.

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All Comentis solutions are available via our WebApp or APIs, ensuring seamless integration with your existing systems and alignment with your operational requirements.

Our Solutions

Vulnerability Assessments

Identify clients in vulnerable circumstances with a consistent, objective approach.

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  • Clinically developed methodology

  • Completed in under four minutes

  • Removes subjectivity from adviser judgement

  • Generates structured reports and audit trails

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Outcome Surveys

Capture and evidence client outcomes — independently of how vulnerability is identified.

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  • Gather structured client feedback at scale

  • Evidence Consumer Duty outcomes

  • Strengthen MI and governance reporting

  • Identify trends, risks and areas for improvement

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Well Proven

Over 200,000 assessments completed to date, with over 50,000 a month now completed

Client friendly

Assessment completion rates in excess of 97% when embedded into client journey

Widely Adopted

Used by over 1000 wealth and advice businesses and over 4000 users

Our Platform

All Comentis products can be accessed directly through our WepApp platform, our integration partners or our API's.

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A single login is all that is required to issue our surveys, log any actions and produce comprehensive reports.

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For firms who use both our vulnerability assessment and outcome surveys, through the platform you will have comprehensive and combined data sets and reports, ensuring you meet all your consumer duty requirements in respect of vulnerability and outcome reporting.

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