ENSURING YOU TREAT YOUR CUSTOMER FAIRLY
Our FCA Tracker™ Finance module ensures you meet your regulatory requirements not just for your finance sales process but also for the wider cultural and evidentiary side of FCA regulation.
It captures the answers to the important qualification questions you need to ask, provides a time and date stamped customer document pack explaining the services you offer, the differing finance products (adequate explanation) that may be of interest to your customer with the pros and cons of each.
It can even deal with the tricky questions of affordability and commission disclosure.
FCA Tracker™ Finance Edition can be used separately or combined with the Insurance Edition and F&I Tracker™ logs to provide you with a total compliance solution.
Whilst this demonstrates that your customers have been treated fairly, it also helps protect against the real threat of ‘ambulance chasing’ claims companies trying to implicate you for the mis-selling of finance products in the future.