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Supporting better customer outcomes - from insight to evidence

Helping firms identify vulnerability, support clients effectively, and evidence good outcomes under Consumer Duty.

Comentis delivers a digital platform to ensure regulated firms deliver good outcomes to their clients

Comentis combines clinical expertise and market leading technology to help financial services firms better understand their customers — particularly those in vulnerable circumstances.

As regulatory expectations evolve under the FCA’s Consumer Duty, firms must go beyond identifying vulnerability. They must be able to demonstrate — with clear, consistent evidence — that clients receive good outcomes in practice.

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Our solutions provide a structured, data-led approach to this challenge — enabling firms to identify vulnerability, support clients appropriately, and evidence outcomes with confidence.

A structured approach to vulnerability and outcomes

Delivering good customer outcomes requires more than a single process. It requires a consistent framework.

Identify

Objectively understand client circumstances, including potential vulnerability, using structured and consistent data.

person identifying if customer is vulnerable
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Support

person supporting a vulnerable customer

Equip advisers and support staff to respond appropriately, embedding vulnerability into advice and service delivery, and capturing the actions taken to support clear oversight and auditability

Validate

Evidence that the right actions were taken — and that they led to good client outcomes.

person reporting on vulnerable customers
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We achieve this with our award-winning platform and user-friendly online questionnaires, which can be accessed through a WebApp, HTML widget, API and seamlessly integrated into current client journeys.

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Saves Time

Quick and non-intrusive assessments with no interference to the sales journey or advice process 

Consistency

Overcomes user subjectivity with a clinically defined process for vulnerability

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Full Visibility

Comprehensive client reports, plus MI, management dashboard and analytics

Validation

Curated from years of clinical expertise, overcoming user lack of experience or confidence

Risk Mitigation

Robust audit trails and peace of mind that you're complying with the regulators 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

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

Clients

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