Consumer understanding is one of four outcomes under the Consumer Duty. Are you communicating a recommendation to a client clearly and concisely? Yet how do you achieve that across all clients, without becoming overburdened by pressure on your resource?
In Dynamic Planner, you can communicate a recommendation to a client efficiently and effectively in line with latest regulation. Save your suitability wording, supporting a recommendation. Then time-savingly reuse, tailoring it if and as required for individual clients.