“We founded Life Moments to help Financial Services firms close the financial help gap in society as part of delivering products & services. After half a decade, we have a more than proven track record of enabling these firms to rapidly deliver new customer engagement propositions.”
Ben Leonard, CEO & Co-Founder
What can we help you with?
We have developed homeownership, sustainability and wealth digital coaching solutions which range from helping first time buyers to supporting later life planning. We have worked with mortgage & saving teams, digital investing and pensions (workplace and retail) firms helping product owners to enhance their customer experience and engagement.
from the Noun Project
How do we work with you?
All our solutions are provided via a subscription model which enables rapid deployment, ongoing product optimisation and templated data reporting and insights. By designing, developing and testing solutions in advance we help you accelerate time to market, bring down cost and leverage tried and tested engagement whilst still enabling customisation to reflect brand, tone of voice and content.
How can we help you gain the most from our propositions?
Our subscription model provides access to product optimisation, data reporting and insights, and regular communication with our experienced team. This model helps to ensure that your product is as effective as possible, and that you receive the metrics you need to demonstrate compliance with Consumer Duty and track sales and lead generation. We constantly review and improve your product based on your needs to help you achieve maximum success.
How will you benefit from our propositions?
Life Moments helps you to combine emotional customer engagement with existing financial planning content, tools and transactional customer journeys to optimise funnel performance. Our approach ensures that, as marketing and regulations become increasingly data-driven, you can build up 1st party data, create actionable insights and unlock personalised next best actions to deliver better customer and commercial outcomes.
How will your customers benefit from our propositions?
We help your customers to enhance their financial wellbeing measured through increased confidence, capability and resilience. This is achieved through propositions which include a combination of bite-size educational content, (life stage) relevant ‘jobs to be done’ and personalised next best actions. Together these enable customers to better understand their financial decisions and support them in making the right decisions.
How can you use our insight for Consumer Duty reporting?
Consumer Understanding and Support are embedded in the way we design propositions, with the data captured perfectly lending itself to Consumer Duty reporting. Critical here is the ability to support all customers rather than just transactional ones. Included in your subscription is high quality 1st party data capture, analysis and customer segmentation, all fully customisable to your business needs.