Client Literature Review
Ensure your customer communications support real understanding
Your customers need to be able to read, process, and act on the information you give them.
Our Client Literature Review assesses whether your customer-facing documents are written and designed to support understanding for your specific target market. It provides clear, auditable evidence you can rely on.
What do we do?
This service focuses on how information is described and presented.
It is designed for firms who need to be confident their literature:
Supports informed decision-making
Is matched to their target market (basic, informed or sophisticated)
Meets outcomes-based regulatory expectations
Can be defended under FCA or FOS scrutiny.
We analyse every word, sentence, paragraph and structure in your document through multiple understanding lenses:
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We test your literature with our Virtual Customer personas, to identify whether it’s clear and complete. Our analysis shows if there are any areas your intended target market may struggle with, or key pieces of information missing.
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We analyse sentence structure, cohesion, punctuation, clause count, voice, and flow.
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We review how the choice of words and sentence structure you use affects a customer’s ability to process and interpret meaning. This means analysing abstraction, imagineability, word familiarity, and reading age.
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We measure how much mental effort a customer must use to understand information based on how much is presented and how it is organised.
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We look at how clearly numerical information is presented, and whether customers can interpret figures, comparisons, and calculations well enough to make informed decisions.
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We measure how easy text is to read, using a range of recognised scoring techniques (Flesch-Kincaid, Gunning Fog, SMOG, and ARI).
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We review structure, typography, layout, and colour contrast to assess whether your documents are visually clear and inclusive.
Available for any document customers rely on to make decisions:
Product Summaries
Terms and Conditions
Product and Service Brochures
Customer letters
Investment Summaries
Product Summaries Terms and Conditions Product and Service Brochures Customer letters Investment Summaries
How We Improve Your Documents
Most systems only highlight problems. CUE fixes them.
We can:
Rewrite your literature to improve understanding
Preserve the tone in which your document is written
Provide a comprehensive report showing not just what changes have been made, but why these changes improve understanding
What you receive
Blackline version showing CUE changes to your original document
A fully-audited report detailing every improvement made
Clear rationale for each change
Evidence suitable for compliance, risk and governance review
The Result:
A fully rewritten, audience-specific document, a defensible Target Market Assessment, and a complete auditable record.
Our industry-first Client Literature Review ensures that analysis is more than a check-box - it makes your documents truly understandable, helping you meet regulatory expectations and serve your investors better.
Part of a joined-up approach
Client Literature Reviews focus on how information is described. For higher-risk areas where the underlying concept itself may not be understood, this service can be combined with a Product Understanding Review, to provide full end-to-end evidence of Customer Understanding.