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