Reader friendly & engaging
Improve your client experience and enhance your company’s brand by providing your clients with professional, reader-friendly and engaging reports that adhere to the principles of Consumer Duty.
Easy to Read
Uses clear, concise and plain language that adheres to the principles of the Plain English Campaign.
Logical and familiar format
A logical structure and conventional format of sections and headings, and an auto-created table of contents makes the report easy to follow and navigate.
Visually appealing and engaging
Includes eye-catching tables, accent colours and images which help to break up the text and make the report more visually appealing and engaging.
More personalisation
The ability to add custom options and client-specific free flow text encourages the user to provide that extra ‘colour and detail’ required of a compliant suitability report.
Layered report format
Clients may not always want or have the time to read the report in full, so an Executive Summary with key information is automatically generated at the front of the report.
Glossary of terms
Jargon is kept to a bare minimum, but where technical jargon just can’t be avoided, it is included within an auto-generated glossary of terms specifically tailored to the recommendation being made.
Consumer Duty
Helps meet your obligations under the ‘consumer understanding outcome’ of Consumer Duty.
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