Consumer duty: board reports generating the right information for the right reports

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Aveni Assist

An AI-powered assistant built specifically for Financial Advisers. It sits with you on every client call extracting the relevant information needed to automate low value admin so you have more time to do what you do best: getting great financial outcomes for you clients.

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The FCA have stated in previous Consumer Duty consultations that boards must review, at least annually, an assessment of whether their firm is delivering good consumer outcomes in line with the Duty and approve plans to address poor outcomes.

With the first board report expected in July 2024, 12 months after the rules came into effect, watch as we discuss how to ensure businesses are implementing appropriate assessment and evidencing of customer outcomes.

This is your opportunity to hear from our former-FCA and Consumer Duty experts as they give valuable insight into where companies should be looking.  In their discussion they cover:

How the FCA is becoming more data-driven and you should too
Why technology is the only way to get expected coverage
What metrics to capture and operationally how that is possible

Our speakers:

  • Joseph Twigg, CEO Aveni
  • Rob Sargent, Senior Manager, Johnston Carmichael, former FCA

Click here to visit Aveni's website to watch the recording.