This webinar is for insurance firms. Many firms face real challenges in identifying and supporting vulnerable customers, largely due to limited interaction with the end client. Intermediaries handle much of the customer relationship, which introduces a layer of separation and increases the risk of inconsistent or missed assessments.

This webinar is for financial advisers, wealth managers, insurance brokers, intermediaries and mortgage brokers. Firms face a range of challenges when it comes to evidencing vulnerable customers. While most advisers/brokers understand their client’s personal situation, they lack the systems and structure to record this in a consistent manner.