Customer vulnerability workshop

MARS user training

MARS is a powerful system to help firms manage vulnerable customers, especially regulated firms aiming to meet the requirements of Consumer Duty. This workshop enables users of MARS to understand the key concepts of customer vulnerability and use MARS to manage their firm’s vulnerable customers.

Aim: Provide users of MARS with the skills and knowledge to be able to use the software confidently.

Audience: Customer vulnerability managers, team leaders and MARS users.

Duration: 1 hour

Location: Remote, on Microsoft Teams.

Fee: Free with MARS license fee.

Topics covered include:

  • An overview of customer vulnerability.

  • Using MARS to help manage vulnerable customers.

  • Adding customers.

  • Initiating assessments.

  • Understanding the Resilience Rating.

  • Using treatments.

  • How to make changes to customer details, including to vulnerabilities.

  • Using MARS reactively and proactively.

  • Reports.

  • Managing users.

Outcomes:

  • A solid understanding of how to use MARS.