Tag Result: customer vulnerability
Knowledge Bank adds Consumer Duty ‘flag’ to criteria searches
Knowledge Bank has added a ‘flag’ feature to its platform to alert brokers when an ele...
Vulnerability awareness improves as more advisers highlight challenges – More2Life
Later life advisers’ ability to identify vulnerabilities in clients has got better, as f...
Newcastle BS improves website accessibility for customers with vulnerabilities
Newcastle Building Society has partnered with technology firm Recite Me to make its websit...
The Exeter produces Consumer Duty ‘jargon buster’ for protection advice
Protection and health provider The Exeter has published a document explaining Consumer Dut...
Comentis issues vulnerability support framework for regulated firms
Clinical tech firm Comentis has launched a Vulnerability Support Framework to help firms r...
SimplyBiz and Comentis to work on exclusive vulnerability support for members
SimplyBiz has partnered with tech provider Comentis to develop the services it provides wh...
MorganAsh upgrades to MARS vulnerability tool in light of Consumer Duty
Financial services software provider MorganAsh has updated its client vulnerability tool a...
Consumer Duty: The need for data to provide evidence for firms – Gething
Managing vulnerability and the need to evidence this is probably the most difficult part o...
The roll out of Consumer Duty ‘couldn’t be timed any better’ – Ganatra
Consumer Duty being introduced during a cost of living crisis and economic uncertainty is ...
Where do we stand on financial vulnerability in 2023? – Comentis
With just six months left until Consumer Duty takes effect, what strides were made in 2022...