Protecting Vulnerable Customers with Carro + ComplianceTrak

Independent dealers often need to identify and safeguard vulnerable customers, ensuring financial products are suitable and compliant. The Carro + ComplianceTrak integration makes this simple by flagging vulnerable customers and guiding staff through proper steps during finance and insurance sales.

Key Features for Vulnerable Customer Protection

• Automatic identification: Flags customers who may need extra care.
• Step-by-step guidance: Staff are prompted to ask suitability questions and record responses.
• Audit-ready records: Every interaction is logged for compliance purposes.
• Reporting dashboards: Track vulnerable-customer activity and ensure team adherence.

Why This Matters

Independent dealers benefit from protecting vulnerable customers by reducing risk, ensuring FCA compliance, and building trust. Carro + ComplianceTrak ensures that every customer receives fair treatment without slowing down sales.