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Case study 8: ABI member’s record keeping system

We have record keeping systems in place which allow staff to record whether a client is vulnerable, holds details regarding the vulnerability or disability they may have and records any previous support given to the client that ensures a more sympathetic and tailored approach. Not only does this prevent the client from making repeated disclosures to different members of staff, it enables the firm to handle the customer’s account more effectively. Should the vulnerability be temporary, the system is easily able to be updated.