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Money Coach for wealth & investing
Money Coach for wealth & investing
Helping investors build confidence through every stage of their financial journey
Personalised digital and human money coaching, driven by data, at the moments that truly matter.
The opportunity
Coaching to close the advice gap
Millions of people need financial support but don't have access to regulated advice. Money Coach helps firms bridge the advice gap through personalised financial education and coaching that builds confidence and supports better financial decisions. For firms exploring Targeted Support, the platform also provides a flexible foundation for testing and delivering personalised guidance journeys.
The opportunity
Coaching to close the advice gap
Millions of people need financial support but don't have access to regulated advice. Money Coach helps firms bridge the advice gap through personalised financial education and coaching that builds confidence and supports better financial decisions. For firms exploring Targeted Support, the platform also provides a flexible foundation for testing and delivering personalised guidance journeys.
The opportunity
Coaching to close the advice gap
Millions of people need financial support but don't have access to regulated advice. Money Coach helps firms bridge the advice gap through personalised financial education and coaching that builds confidence and supports better financial decisions. For firms exploring Targeted Support, the platform also provides a flexible foundation for testing and delivering personalised guidance journeys.
The opportunity
Coaching to close the advice gap
Millions of people need financial support but don't have access to regulated advice. Money Coach helps firms bridge the advice gap through personalised financial education and coaching that builds confidence and supports better financial decisions. For firms exploring Targeted Support, the platform also provides a flexible foundation for testing and delivering personalised guidance journeys.
The solution
How Money Coach helps investors take action
The solution
How Money Coach helps investors take action
The solution
How Money Coach helps investors take action
The solution
How Money Coach helps investors take action
Education
From learning to investing
Empower customers to take the next step in their investing journey, whatever stage they're at, through personalised financial education and coaching that turns confidence into action.
Education
From learning to investing
Empower customers to take the next step in their investing journey, whatever stage they're at, through personalised financial education and coaching that turns confidence into action.
Education
From learning to investing
Empower customers to take the next step in their investing journey, whatever stage they're at, through personalised financial education and coaching that turns confidence into action.
Education
From learning to investing
Empower customers to take the next step in their investing journey, whatever stage they're at, through personalised financial education and coaching that turns confidence into action.
Investor profiles
Help investors understand themselves
Behavioural investor profiles help customers discover their investing style, enabling firms to deliver more relevant experiences that inspire confident investment decisions.
Investor profiles
Help investors understand themselves
Behavioural investor profiles help customers discover their investing style, enabling firms to deliver more relevant experiences that inspire confident investment decisions.
Investor profiles
Help investors understand themselves
Behavioural investor profiles help customers discover their investing style, enabling firms to deliver more relevant experiences that inspire confident investment decisions.
Investor profiles
Help investors understand themselves
Behavioural investor profiles help customers discover their investing style, enabling firms to deliver more relevant experiences that inspire confident investment decisions.
Life moments
Become part of every financial decision
Stay relevant beyond investing with future planning tools and journeys that support customers' wider financial lives, building lasting relationships across generations.
Life moments
Become part of every financial decision
Stay relevant beyond investing with future planning tools and journeys that support customers' wider financial lives, building lasting relationships across generations.
Life moments
Become part of every financial decision
Stay relevant beyond investing with future planning tools and journeys that support customers' wider financial lives, building lasting relationships across generations.
Life moments
Become part of every financial decision
Stay relevant beyond investing with future planning tools and journeys that support customers' wider financial lives, building lasting relationships across generations.
Targeted support
Make Targeted Support feel truly supportive
Combine education, coaching and personalised nudges to create targeted support journeys that build confidence before encouraging action.
Targeted support
Make Targeted Support feel truly supportive
Combine education, coaching and personalised nudges to create targeted support journeys that build confidence before encouraging action.
Targeted support
Make Targeted Support feel truly supportive
Combine education, coaching and personalised nudges to create targeted support journeys that build confidence before encouraging action.
Targeted support
Make Targeted Support feel truly supportive
Combine education, coaching and personalised nudges to create targeted support journeys that build confidence before encouraging action.
Case study
Interactive Investor
Interactive Investor wanted to make investing education more relevant to every customer. We developed Investment Coach, a Money Coach solution that uses investor profiles to personalise educational content and guidance, helping investors build knowledge in a way that reflects their experience and goals.
Case study
Interactive Investor
Interactive Investor wanted to make investing education more relevant to every customer. We developed Investment Coach, a Money Coach solution that uses investor profiles to personalise educational content and guidance, helping investors build knowledge in a way that reflects their experience and goals.
Case study
Interactive Investor
Interactive Investor wanted to make investing education more relevant to every customer. We developed Investment Coach, a Money Coach solution that uses investor profiles to personalise educational content and guidance, helping investors build knowledge in a way that reflects their experience and goals.
Case study
Interactive Investor
Interactive Investor wanted to make investing education more relevant to every customer. We developed Investment Coach, a Money Coach solution that uses investor profiles to personalise educational content and guidance, helping investors build knowledge in a way that reflects their experience and goals.
Our approach
Turning ideas into impact
1
Bring your customer strategy to life
Turn your target engagement model into a practical customer experience.
2
Rapidly move into a live sandbox
Move from concept to a live solution in weeks, generating real customer insight.
3
Pilot, learn and optimise
Test and iterate with real customers, building the business case to scale.
4
Embed & scale
Integrate technology, unlock data value and upgrade human capability.
Our approach
Turning ideas into impact
1
Bring your customer strategy to life
Turn your target engagement model into a practical customer experience.
2
Rapidly move into a live sandbox
Move from concept to a live solution in weeks, generating real customer insight.
3
Pilot, learn and optimise
Test and iterate with real customers, building the business case to scale.
4
Embed & scale
Integrate technology, unlock data value and upgrade human capability.
Our approach
Turning ideas into impact
1
Bring your customer strategy to life
Turn your target engagement model into a practical customer experience.
2
Rapidly move into a live sandbox
Move from concept to a live solution in weeks, generating real customer insight.
3
Pilot, learn and optimise
Test and iterate with real customers, building the business case to scale.
4
Embed & scale
Integrate technology, unlock data value and upgrade human capability.
Our approach
Turning ideas into impact
1
Bring your customer strategy to life
Turn your target engagement model into a practical customer experience.
2
Rapidly move into a live sandbox
Move from concept to a live solution in weeks, generating real customer insight.
3
Pilot, learn and optimise
Test and iterate with real customers, building the business case to scale.
4
Embed & scale
Integrate technology, unlock data value and upgrade human capability.
Stay ahead of what's next in financial services
© 2026 All Rights Reserved. Life Moments Ltd.
Stay ahead of what's next in financial services
© 2026 All Rights Reserved. Life Moments Ltd.
Stay ahead of what's next in financial services
© 2026 All Rights Reserved. Life Moments Ltd.
Stay ahead of what's next in financial services
© 2026 All Rights Reserved. Life Moments Ltd.