Case studies

Consumer vulnerability

MARS, the MorganAsh Resilience System, enables firms to better service vulnerable consumers – and demonstrate compliance with the FCA’s Consumer Duty and Ofgem’s vulnerability requirements.

Peter Labrow 01/04/2022 Peter Labrow 01/04/2022

Forbes Securities

A mortgage and protection brokerage in Liverpool has mandated the completion of vulnerability assessments for all customers, as the FCA warns financial services of “weak identification” of vulnerable clients.

Peter Labrow 01/03/2022 Peter Labrow 01/03/2022

Paul Russell Financial Services

For his consumer vulnerability management software, ease of use, wealth of data, one-to-one support – and MorganAsh’s financial services pedigree – made MARS the solution of choice.

Peter Labrow 01/02/2022 Peter Labrow 01/02/2022

Thanks Wealth Planning

Think you know your customers? You can’t know what your customers haven’t told you.

Peter Labrow 01/01/2022 Peter Labrow 01/01/2022

James Sharp & Co

Wealth management specialist James Sharp is one of few firms which could say that it was ready, on time, for Consumer Duty. As part of its preparation for Consumer Duty, James Sharp implemented MARS, the MorganAsh Resilience System, to assess, measure and report on their customers’ vulnerabilities.