Customer Risk Assessments
Design clear, structured assessments that reflect your firm’s risk appetite. With support for multiple templates, scoring ranges, and narrative input, your team can assess risk reliably and explain their reasoning.
Set questions and multiple-choice answers to reflect the scenarios you expect to encounter, guiding your team to consistent results. Link each response to a risk level or weighted score. Proofdesk calculates the result, but leaves the final outcome to you.
By using structured templates, firms can apply their risk appetite consistently across all customers regardless of who completes the CRA. The CRA shows calculated outcomes as you go, giving immediate feedback to help your team understand the impact of each risk.
Each question can include space for comments, allowing team members to explain their thinking and provide valuable context. Previous answers are carried forward into a new version, making updates easier and preserving a clear history of changes.
Every version is saved automatically, so you can show how each risk assessment was completed and how decisions have changed over time.
Structured questions and mapped answers ensure assessments are aligned to your policy, and not individual interpretation.
By carrying forward previous answers and surfacing key information, Proofdesk makes reviews faster and easier for your team.
Next Steps
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