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.

Clocktower Support
Peter Labrow Peter Labrow

Clocktower Support

Clocktower Support is a niche financial services firm, specialising in short-term loans for foreign nationals from Asia. The firm was founded in 2016 by Danny Thomas, who found that friends of his Filipino wife struggled to establish themselves when coming to the UK

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James Sharp & Co
Peter Labrow Peter Labrow

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.

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Forbes Securities
Peter Labrow Peter Labrow

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.

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Paul Russell Financial Services
Peter Labrow Peter Labrow

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.

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Thanks Wealth Planning
Peter Labrow Peter Labrow

Thanks Wealth Planning

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

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