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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...

  • Jun 14, 2023
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Vulnerability awareness improves as more advisers highlight challenges – More2Life

Later life advisers’ ability to identify vulnerabilities in clients has got better, as f...

  • Jun 08, 2023
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Newcastle BS improves website accessibility for customers with vulnerabilities

Newcastle Building Society has partnered with technology firm Recite Me to make its websit...

  • May 09, 2023
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The Exeter produces Consumer Duty ‘jargon buster’ for protection advice

Protection and health provider The Exeter has published a document explaining Consumer Dut...

  • Apr 26, 2023
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Comentis issues vulnerability support framework for regulated firms

Clinical tech firm Comentis has launched a Vulnerability Support Framework to help firms r...

  • Apr 25, 2023
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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...

  • Apr 03, 2023
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MorganAsh upgrades to MARS vulnerability tool in light of Consumer Duty

Financial services software provider MorganAsh has updated its client vulnerability tool a...

  • Mar 08, 2023
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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...

  • Feb 27, 2023
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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 ...

  • Feb 24, 2023
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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...

  • Jan 27, 2023
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