How Match the Cash used Consumer Duty compliance as a jumping-off point for commercial growth, with improved lending decisions helping to launch a new credit product. 

For debt-advice firm PayPlan, it’s vital to identify customers’ vulnerabilities not only accurately, but as early in the customer journey as possible. Only in doing so can it provide the best possible tailored, meaningful support. Adopting MARS (the MorganAsh Resilience System) is helping PayPlan do this in a more scalable way – with better identification of vulnerabilities and more detailed management information.  

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

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.

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.

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.

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