Solution introduction
Ensuring wealth and advice firms can consistently and objectively identify and support their vulnerable clients
With the FCA's increased focus on the identification and fair treatment of financially vulnerable clients, and with Consumer Duty regulations now in place, failure to identify and support these individuals 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 those at risk and provide tips and advice on how best to support them through the advice process.
