top of page
Compliancetrak Logo - Strap Line.png
InsightTrak Logo White

Fast, consistent, and reliable assessments for identifying vulnerable customers

Cutting-edge digital platform designed to provide dealerships and dealer groups with a robust solution for identifying and supporting vulnerable customers.

 

IT iPhone
InsightTrak Logo

InsightTrak: The Complete Solution for Identifying, Supporting & Reporting on Vulnerable Customers

FAST, CONSISTENT, AND RELIABLE

In today’s automotive retail environment, dealerships and dealer groups face growing pressure to comply with the Financial Conduct Authority’s (FCA) Consumer Duty regulations. Among the key requirements is the responsibility to identify, support, document, and report on customers who may be vulnerable — a challenge that can be complex without the right tools in place.

​

This is where InsightTrak, ComplianceTrak’s Vulnerable Customer Module, comes in. Designed specifically for the automotive sector, InsightTrak enables dealerships to stay compliant, improve operational efficiency, and deliver better customer outcomes — all within one seamless platform.

​

Why FCA Consumer Duty Matters for Dealerships

​

The FCA’s Consumer Duty requires dealerships and dealer groups to act in the best interests of their customers and demonstrate that they’re consistently delivering good outcomes.

​

For customers who may be vulnerable — due to financial hardship, cognitive decline, health issues, or personal circumstances — dealerships must ensure they:

 

  • Proactively identify vulnerability

  • Provide appropriate, timely support

  • Document every action taken

  • Report robust MI data to demonstrate compliance

​

Failing to meet these obligations can lead to regulatory scrutiny, financial penalties, and reputational damage. InsightTrak eliminates the guesswork, providing your business with the tools to stay compliant and customer-focused.

How InsightTrak Helps Dealerships Achieve FCA Consumer Duty Compliance

Proactively Identify Vulnerable Customers

InsightTrak uses structured assessments to quickly and accurately identify vulnerable customers. These assessments apply consistent, objective criteria to flag potential issues early, reducing the risk of oversight and ensuring timely support in line with FCA Consumer Duty.

Maintain a Comprehensive Audit Trail

Under FCA Consumer Duty, it’s not enough to support customers — you must evidence your actions. InsightTrak automatically records:

  • The vulnerability assessment

  • Support steps taken

  • Customer communications

  • Final outcomes achieved

This audit-ready documentation reduces compliance risk and simplifies internal reviews and external reporting.

Vulnerable Customer Rings

Deliver Tailored Support with Confidence

Once vulnerability is identified, InsightTrak guides dealership staff through clear, step-by-step support measures, ensuring customers receive the help they need.

Whether it’s adjusting communication methods, offering alternative product explanations, or providing extra time to make decisions, InsightTrak empowers your team to deliver personalised, empathetic customer care.

Access Real-Time MI Reporting

InsightTrak provides powerful Management Information (MI) reporting tools to help dealerships and dealer groups:

  • Monitor trends in vulnerability

  • Track team performance

  • Evidence Consumer Duty compliance

  • Identify operational improvements

With data-driven insights at your fingertips, you can make smarter decisions and demonstrate a proactive approach to customer protection.

Why Dealerships Choose InsightTrak

  • Automotive-specific design — Tailored for dealerships and dealer groups

  • Seamless integration — Works alongside the ComplianceTrak platform

  • Built for FCA Consumer Duty — Simplifies compliance and reporting

  • Enhances customer trust — Ensures a transparent and supportive customer journey

 

By adopting InsightTrak, dealerships go beyond box-ticking compliance — they create better customer experiences and protect their reputation.

 

Frequently Asked Questions (FAQs)

What is InsightTrak?​

InsightTrak is ComplianceTrak’s Vulnerable Customer Module designed to help dealerships identify, support, document, and report on vulnerable customers, ensuring compliance with FCA Consumer Duty.

​

How does InsightTrak help with FCA Consumer Duty compliance?

InsightTrak provides tools for:

  • Identifying vulnerable customers

  • Delivering tailored customer support

  • Recording actions and outcomes

  • Generating real-time MI reports to evidence compliance

 

Who should use InsightTrak?

InsightTrak is designed for automotive dealerships and dealer groups looking to improve customer care, protect vulnerable customers, and stay aligned with FCA regulations.

Drive Better Outcomes with InsightTrak

With the FCA’s Consumer Duty shaping the future of automotive retail, dealerships need a smarter, faster, and more reliable solution to manage vulnerable customers. InsightTrak provides the tools, reporting, and confidence you need to put customers first while staying compliant.

Ready to improve your FCA Consumer Duty compliance?

Discover InsightTrak today and transform how your dealership identifies and supports vulnerable customers.

Contact Us

Phone:

Email:

Support:

fca compliance software
  • X
  • White LinkedIn Icon
SAF Approved Logo

ComplianceTrak Ltd is authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 914597.  This information can be checked on the Financial Services Register by visiting the FCA's website, register.fca.org.uk, or by contacting the FCA on 0800 111 6768. ComplianceTrak Ltd is a company registered in England and Wales with company number 11095036 at the registered address of 14 Wistanes Green, Wessington, Derbyshire, DE55 6JN. The VAT registration number is 474767541.

Dealer compliance software 

Automotive compliance

FCA compliance software

Compliance Training

Copyright © 2025 ComplianceTrak Ltd. All rights reserved

bottom of page