The integration means MARS now collects structured vulnerability data for the whole client base.
GW Financial Solutions has adopted the MorganAsh Resilience System (MARS) to help its advisers support vulnerable clients faster and in a more consistent way.
The Stockport-based debt advice firm completed a successful trial before integrating MARS into its customer relationship management (CRM) system using the MARS API.
This lets the two systems exchange information securely and means the client’s details are taken at first contact, generating an automatic Resilience Rating and immediate support recommendation for the adviser.
The integration means MARS now collects structured…