Money Coach
Technology that combines financial education, personalised guidance and coaching to help customers make confident financial decisions.
Money coach
What is it?
Money Coach is configurable, ready-to-deploy coaching technology that helps financial services firms deliver personalised financial education, guidance and support across a range of customer needs.
Money Coach is fully white-label, creating a seamless experience that feels like a natural extension of your digital channels. Customers stay within your brand, with no jarring transitions or disconnected journeys.
Whether you're looking for a no-code deployment, a light-touch integration or a fully integrated solution, Money Coach is designed to fit around your existing technology, making it quick to launch and easy to scale.
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.
Our approach
Turning ideas into impact
1
Bring customer needs to life
Let us help you embrace a customer-centric approach to designing propositions
2
Rapidly test & learn
Join us in going from concept to customer validation in rapid time with our accelerated proof of concept
3
Get it built
Rely on us to launch your proposition to market without distracting your core transformation work
4
Learn, Improve, Repeat
Collaborate with us on a continuous improvement cycle using insights to understand and optimise customer journeys
Engage customers at key milestones
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Money Coach
Money Coach for pensions & benefits
Money Coach for wealth & investing
Money Coach for current accounts & savings
Money Coach for mortgage lenders & brokers
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