Case studies

Over twenty years of innovation and success

Underpinned by human empathy, made efficient by technology, our proactive services make a real difference – helping organisations, by helping individuals.

Consumer vulnerability

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.

Absence intervention

Absence intervention

With MorganAsh, absence management is proactive. We help organisations by helping individuals; we ‘own the problem’ until it’s solved, so that no one is left behind.

Care Navigator

Care Navigator

Finding care for people in later life can be complex. So many options. So much terminology. No one place to go to for help. We cut through all of this.

Annuities quotes

Annuities quotations

We vastly simplify how financial advisors apply for impaired annuities – with an easy-to-use, one-stop process for gathering multiple quotations.

Pensions valuations

Pensions valuations

MorganAsh provides evidence-based, accurate pensions valuations which remove guesswork and assumptions, saving organisations significant sums of money.

Tele-interviewing

Tele-interviewing

MorganAsh provides a choice of industry-leading tele-interviewing services for insurance providers, using a mix of integrated, intelligent methods which reach beyond the usual online scripts.

  • “Since using MARS, I have discovered more characteristics of our clients – even though I have known them for years. It also allows our business to give clients a platform to voluntarily let us know if they may be temporarily vulnerable, so we can meet their needs.”

    Sam Whybrow CFP AFPS RLP, Chartered Financial Planner

  • “MARS puts me in a far better position than before. I didn’t have any information like this, or evidence of client vulnerabilities.”

    Paul Russell, chartered financial planner

  • “I am so pleased that I found the MARS System; I am very happy to be improving my client care and responsibilities.”

    Mike Kellett Cert PFS Cert CII(MP) Cert ReR, Director, Forbes Consultancy

  • “We are very happy to be working with MorganAsh. They are taking some great strides with their MARS tool, in the financial services sector, towards really making a difference to how vulnerable people are treated.”

    Helen Lord, CEO, the Vulnerability Registration Service:

  • “The MorganAsh MARS tool offers firms an outsource capability and credible solution to achieve that aim and deliver proportionate support and fair outcomes.”

    Jonathan Warren, head of innovation, Altus

  • “Good practice principles and the use of fintech, such as the MorganAsh MARS tool, can greatly improve our ability to assess, store and communicate vulnerability across and between organisations.”  

    Keith Richards, Chair of the Financial Vulnerability Task Force

More testimonials