Beyond the SFS: Assessing affordability in today’s financial reality


Are traditional affordability models keeping pace with today's financial volatility and customer expectations?

Countless hours are spent completing and analysing income and expenditure forms, trying to piece together an accurate picture of customers' financial situations.

It's 2025, and let's be honest - there has to be a better way.

A combination of customer expectation and technology is fundamentally changing how we approach affordability assessments and transforming our industry.


Our panel of industry experts discuss what best-practice affordability assessment looks like today:

  • Accuracy vs customer experience: how detailed should affordability assessments be without creating excessive friction?
  • How can we design affordability assessments that account for irregular income patterns?
  • What tools are most effective in automating and improving the accuracy of affordability evaluations?
  • How might emerging financial technologies further transform affordability assessments in the next 3-5 years?

Join us for a timely and insightful exploration of approaches and solutions to improve affordability outcomes for you and your customers.

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