Platform launches to help IFAs spot vulnerable clients
13 A platform aimed at helping advisers identify potential vulnerable clients has launched today. Clinical tech provider Comentis uses software developed in collaboration with mental health experts and psychologists. This “cognitive assessment engine” is designed to help regulated businesses to identify potential vulnerable clients. Comentis said this new tool was bringing “objectivity, scalability, and consistency” to the process, enabling advice professionals to mitigate risks and better protect clients. The FCA published guidance on the fair treatment of vulnerable customers last ...
Source: moneymarketing.co.uk