The modules
It all starts with life goals
People don’t have financial goals, they have life goals with price tags. That's why every Money Coach experience starts with a Moment.
Moment modules are configurable coaching modules designed around the goals, challenges and life events that matter most to customers. They provide the framework that components are then used to customise the Money Coach journey, creating tailored coaching experiences for your customer base.
Life moment modules
Family &
caring for others
Home ownership &
downsizing
Money habits &
investing
Career changes
Health & wellbeing
Retirement
The components
Build every Money Coach experience your way
Where moment modules define the customer's goal, components define the experience. Choose from a library of reusable tools, including AI coaching, checklists, content feeds and calculators, to create personalised journeys that reflect your customers' needs and your brand.
You can view a selection of our available components below.
Digital coach
Personalised digital coach that delivers timely guidance and next steps based on each customer's goals, behaviours and progress.
Checklist
A dynamic checklist that turns intentions into action, helping customers stay on track and make progress towards their goals.
Content feed
Jargon-free articles, Instagram-style stories and TikTok-style videos providing education for different types of learners.
