WEALTH & ADVICE SECTORS WITH THEIR
With the FCA's increased focus on the identification and fair treatment of financially vulnerable customers, and with Consumer Duty regulations now in place, failure to identify and support these customers represents a considerable risk for firms in the wealth, mortgage and equity release sectors.
To address this, we've combined clinical and technical expertise to create a digital ‘Financial Vulnerability Assessment’ to identify vulnerable customers and provide tips and advice on how best to support them through the finance process.
Our clinically developed Financial Vulnerability Assessments enable advisers to consistently and objectively identify individuals who are at risk of vulnerability and the nature of the risk. Suggested supportive actions are given and any interventions and outcomes can be recorded in a timely and effective manner.
Easy-to-use online assessment with a 98% completion rate
On average, each assessment takes less than four minutes to complete
Non-intrusive with no interference to the advice process
Comprehensive client report being generated at the touch of a button
Full analytics suite ensures full visibility
Provides cast iron audit trail
Integration into any back office or compliance software
Find the right subscription level for your business
All prices are excusive of VAT - payable monthly in advance
*Additional fees may apply
"We're delighted to work with Comentis to provide access to best-of-breed technology and help members meet the requirements of Consumer Duty in an efficient and compliant way."
Marc Thompson - Adviser Services Director