Outcome reporting
A live view of client outcomes across every adviser and advice type.
Outcome
Show good outcomes, not just claim them.
Consumer Duty asks you to evidence good client outcomes across every piece of advice. Bedrock turns that from a reporting scramble into something that is simply there.
Consumer Duty raised the bar from process to outcome.
It is no longer enough to follow a process. You have to show that clients got good outcomes, that foreseeable harm was avoided, and prove both, continuously and across the whole book.
- Outcomes, not effort
- The duty is judged on what happened to the client, not on the steps you followed.
- Across everything
- Every piece of advice and every client group, not a quarterly sample.
- Vulnerable customers
- Extra care for those who need it, and the evidence that you provided it.
- On demand
- Boards and the FCA expect to see the picture whenever they ask for it.
Evidence that builds itself.
Consumer Duty evidence comes out of the way advice is supervised, not from a separate reporting exercise bolted on top.
Advice is reviewed
Every case is checked against suitability and Consumer Duty criteria, on the record.
Care is captured
Vulnerability, foreseeable harm and the steps you took are recorded as part of the review.
Outcomes roll up
Individual cases aggregate into a live picture of outcomes across the whole book.
Show it on demand
Produce a Consumer Duty report for a board or the FCA whenever it is asked for.
What you can show.
Vulnerable customer evidence
Show the extra care you took, case by case, ready for a review.
Foreseeable harm
Evidence that you looked for and acted on the risk of harm, not just after it occurred.
Board and regulator ready
Turn the picture into a report for whoever is asking, in minutes.
Good outcomes, even when AI helped.
Consumer Duty does not care whether a human or a model drafted the advice, only whether the client was well served. Bedrock keeps human review in front of AI-assisted advice, so the duty is met however the advice was produced.
- Keep human review in front of AI-assisted advice.
- Judge the outcome for the client, however the advice was drafted.
- Evidence that AI did not come at the cost of good outcomes.