Integrate MARS with the systems you already use

MARS has a modern API which can be used to integrate with other systems, enabling firms not only to manage vulnerable customers within familiar tools but also to use just the functionality the firm requires.

Your MARS, your way.

MARS can be used in different ways: as a totally integrated service, as a stand-alone system or as a hybrid workflow – embedded into your current systems alongside some staff using the native MARS interface for reporting.

Use MARS directly from within your own software systems

Although MARS works as a standalone system, you can also integrate it directly within your existing tools, allowing your agents to remain within familiar software. MARS has a modern API, making integration quick and simple. This can be used to create, update and retrieve cases, as well as access reports as PDFs.

MARS can integrate with multiple systems

Use just the parts of MARS you need

Some firms are already partway down the customer vulnerability journey, or have processes in place for some aspects of managing vulnerable customers. That’s fine – there’s no need to set aside all of the good work you’ve already done. By using MARS’s API, firms can access the functionality that is most valuable to them, leaving other systems or processes in place. This MARS functionality can be integrated into the software you already use.

Some examples of this might be:

  • Using our assessment engine.

  • Using our sophisticated classification system.

  • Using our powerful reporting tools.

  • Using MARS to manage customer vulnerability at a household level.

  • Adding benchmarking to your current tools (comparing data with that of peers/sector organisations and industry sectors, so you can understand how accurate your identification levels are).

We can work with your firm to define what will be best for you.

Control your integration

The MARS API works with a comprehensive range of tools, including C#, Java and JavaScript, PHP, Powershell and Ruby. Firms’ own technical teams can implement MARS in the way that is best for them, working with us to help identify the best workflow for you. See the supported tools/languages, in our technical documentation.

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

    — Danny Thomas, director, Clocktower Support

  • “Like everyone, I think I know my clients, but MARS highlighted some with significant vulnerabilities – clients with alcohol dependency issues, and clients who have had cancer. Those stood out, but there is a wealth of detail across the board. As much as you can ask all the questions and may be doing good fact-finds, the MARS assessment brought out information that I just didn’t know. 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

  • “The MARS vulnerability report provides valuable live data as to whether a client will get health-rated for life insurance and/or permanent health insurance. It also allows vulnerability tracking throughout the conveyance – which is vital under Consumer Duty.”

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

  • “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

  • “This is a positive step forward in eliminating inconsistent outcomes and potential harm for consumers and ensuring that we always provide both the best advice and the best products for every client every time.”

    — Nici Audhlam-Gardiner, CEO, Foresters Financial UK

  • “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

  • “We are pleased to support MorganAsh to bring this intelligence and ongoing data monitoring to their innovative MARS platform. Both companies are well-aligned in our passion for delivering robust, high-quality solutions to help firms stay compliant and make better business decisions.”

    Alan Clay, LexisNexis Risk Solutions

  • “Integrating MARS is an exciting step in our journey to help us to build a complete picture of each client at outset and through their debt journey, as well as to report accurately on our findings. We’re thrilled to partner with MorganAsh for this project.”

    Emma Gibbons, PayPlan

  • “You were very, very kind. You have just been so nice compared to other people I have talked to. From one person to another, I really do thank you.”

    Vulnerable person helped by MorganAsh

  • “I’m very impressed and surprised. I wasn’t expecting the support aspect. Very helpful, thank you. I’m impressed by the idea of the meditation and will look into that, definitely. I’m impressed by your efforts.”

    Vulnerable person helped by MorganAsh

  • “The extra psychological and emotional support was invaluable. It meant I could offload less to those around me, and it made me emotionally stronger and more able to cope. Although it’s good to be getting back to life, I’m really going to miss those calls when they end.”

    Vulnerable person helped by MorganAsh

  • “The MorganAsh team was wonderfully friendly, calm and had a professional manner on the phone and also by email. They showed real empathy of the situation and were delicate in how they worded things. The team always carried through on their promises to email me or contact me to confirm arrangements.”

    MorganAsh Care Navigator customer

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