System Training

Below is a library of videos which are your key to unlocking DD|hub's full potential. Each video breaks down the key features and functionality into simple, actionable steps.

System overview

Learn how DD|hub's library of due diligence questions and responses from providers helps firms meet the FCA's due diligence rules and expectations. This video provides a quick run through of DD|hub's main features and functions.

Using question sets

Question sets are a great way to focus on what's important to you and your clients - helping you tailor your research and questions to your firm's customer segments and needs. Here we show you how to use question sets and create your own.

Finding products and services that meet your exact requirements

Advisers can filter the range of services using DD|hub's advanced filtering system. Here's how DD|hub can help advisers find products and services that meet their client's exact requirements.

Assessing and scoring responses

A simple scoring system helps advisers keep track and a results page and output reports provide evidence of their review. Learn how advisers can use DD|hub to keep track of, and evidence their work.

Evidencing due diligence

DD|hub displays responses from providers side by side in a consistent, structured way, making it easy to compare and assess responses from different firms. See how DD|hub pulls together your work and creates reports.

Ongoing monitoring

Your bespoke dashboard is the starting point for new reviews and contains information about any work you have already started. Here we explain how to monitor your selected providers and changes from your dashboard.

Meet the FCA expectations and ensure good consumer outcomes

The FCA has said that good quality research and due diligence is essential for good customer outcomes and avoiding foreseeable harms. The regulator has also clearly said that ‘research’ and ‘due diligence’ are two separate processes.

The videos below explain the FCA's expectations, and how DD|hub can help firms undertake and evidence advisers that they have selected appropriate solutions and undertaken the necessary due diligence.

The difference between research and due diligence

What due diligence is and how its different to research, what the FCA expects of financial advisers, and the role due diligence has to play in delivering good Consumer Duty outcomes.

Conducting research and due diligence using DD|hub

How DD|hub can be used to research and compare products across the market and conduct robust and detailed due diligence.