Industries · Insolvency
Long-running cases where advice, disclosure and outcome must be evidenced together.
Insolvency and IVA casework runs for years, under professional and regulatory oversight, with individuals who are often in difficult circumstances. Better Outcomes reviews advice, review and creditor conversations alongside the case record so practitioners can evidence that individuals understood their options, received suitable advice and were treated fairly throughout the arrangement.
What changes
How Better Outcomes applies in insolvency.
- 01
Advice and disclosure at every stage
Initial advice, proposal and annual-review conversations are assessed against your suitability and disclosure criteria across every case, not a sample.
- 02
Circumstances versus the case record
What the individual discloses is compared with recorded income, expenditure and creditor information, surfacing gaps for review.
- 03
Vulnerability across a multi-year journey
Indicators of potential vulnerability and changes in circumstances are surfaced with evidence for specialist review, however far into the arrangement they arise.
In practice
An IVA provider reviewing annual-review conversations
- 01
Every annual-review call is assessed on whether changes in circumstances were explored and the options explained.
- 02
Disclosed changes are compared with the updated income and expenditure record; gaps are surfaced for a reviewer.
- 03
Indicators of potential vulnerability without a recorded adjustment are routed to the specialist team with the evidence attached.

Illustrative scenario · Real Better Outcomes screen · Shown with test data
For your teams
The use cases that matter most in this sector.
Related solutions
Detailed pages on the specific outcomes organisations in this sector need to evidence.
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Bring one representative customer journey and we'll show how Better Outcomes could assess it across interactions, CRM evidence and customer outcomes. No customer data is required for the first session.
