Financial Mis-selling

Financial Mis-Selling Case Management Software

Financial mis-selling claims involve large volumes of cases, strict regulatory procedures, and extensive documentation. Mayda provides a flexible case management system designed to help firms manage financial mis-selling matters efficiently from initial enquiry through to resolution.

With configurable workflows, automated document generation, and structured data capture, Mayda enables firms to streamline administrative work, manage large caseloads, and ensure claims progress consistently and efficiently.

Built for the Financial Mis-Selling Lifecycle

Mayda supports the full lifecycle of a financial mis-selling claim, guiding cases from initial client enquiry and eligibility checks through to complaints, lender responses, and potential litigation.

Automated workflows ensure key stages are followed correctly, helping firms manage regulatory deadlines and maintain a clear overview of case progression.

Automate High-Volume Work

Financial mis-selling practices often handle thousands of active claims. Mayda helps reduce administrative workload by automating repetitive tasks such as case progression, reminders, and document generation.

Automation helps ensure processes remain consistent across large caseloads while allowing fee earners to focus on progressing claims and advising clients.

Capture and Manage Key Case Data

Successful financial mis-selling claims rely on accurate client and product information. Mayda allows firms to capture and manage all relevant data within a structured case file.

This includes key details such as financial products, lenders, agreement information, complaint dates, and supporting evidence, ensuring all information remains easily accessible throughout the case.

Generate Documents Faster

Mayda enables firms to create reusable templates for common financial mis-selling documents, automatically populated with client and case data.

Examples include:

• Client care letters and funding agreements

• Letters of complaint to lenders or brokers

• Authority forms and data requests

• Requests for agreements and financial records

• Settlement correspondence

• Court forms and litigation documents

   

Document automation ensures consistency across cases while significantly reducing preparation time.

Financial Mis-Selling Claim Types

Mayda can be configured to support a wide range of financial mis-selling claims, including:

• PCP and car finance mis-selling claims

• Plevin commission claims

• Packaged bank account mis-selling

• Pension mis-selling claims

• Investment mis-selling claims

• Unaffordable lending claims

   

Workflows, templates, and reporting can be tailored to suit the specific requirements of each claim type, helping firms manage high-volume financial litigation efficiently.