MorganAsh

Latest news

I’m a training evangelist, but it’s not a silver bullet for Consumer Duty

| MorganAsh in the media

Originally published in Financial Reporter

When it comes to applying training as the sole solution to assessing customers’ vulnerability for Consumer Duty, I’m really forced to say, “Woah there!”

James Sharp adopts MARS platform from MorganAsh to help manage consumer vulnerability

| MorganAsh press release

Wealth management firm James Sharp has implemented the MorganAsh Resilience System, to assess, measure and report on their customers’ vulnerability, in line with the Consumer Duty requirements.

MorganAsh adds triage service for annuities to MARS vulnerability tool

| MorganAsh press release

MorganAsh has added a new triage service to its MARS vulnerability software, to help financial advisers identify when to obtain an annuity quotation for a client.

Vulnerability training is not enough

| MorganAsh in the media

Originally published in FT Adviser

In the drive to identify and manage vulnerable consumers, many firms have directed effort towards training frontline staff. Why does training not work, or at least not work to anything like the expected degree?

MorganAsh adds protection triage service to MARS vulnerability tool

| MorganAsh press release

MorganAsh has added a new triage service to its MARS vulnerability software, to help mortgage advisers to identify and assess the protection needs of their clients.

MorganAsh and Investor in Customers partner to provide Consumer Duty reports

| MorganAsh press release

MorganAsh and Investor in Customers have partnered to provide firms with reports to meet the needs of Consumer Duty.

MorganAsh adds nurse support services to MARS vulnerability tool

| MorganAsh press release

Vulnerability specialist MorganAsh has added a new nurse support service to the MorganAsh Resilience System (MARS), to assist advisers in providing help to highly vulnerable clients.

MorganAsh enhances vulnerability management by integrating Inbest benefits calculator

| MorganAsh press release

MorganAsh has embedded the Inbest benefits calculator directly within the MorganAsh Resilience System (MARS), to ease and simplify the process of checking whether any benefits are available to a consumer.

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