Investment Coach

An investment-readiness digital coach supporting the process of investing money for the first time.

Proposition trusted by

Proposition trusted by

Proposition trusted by

Proposition trusted by

Proposition trusted by

Proposition trusted by

What is it?

A digital investment-readiness coach offers targeted first-time investing guidance for consumers, through personalised content, quizzes, tools and next best actions. Designed to support customers to better understand investing and improve their financial capability, the proposition also nurtures customers into a transactional funnel allowing for strategic targeting, whilst delivering rich insight aligned to Consumer Duty.

Our Investment Coach product is available as a fully branded offering. It enables firms to get a clear understanding of investor knowledge & confidence, and help customers deal with cash and inflation, whilst tracking and motivating engagement with content & tools.

Proposition building blocks

Our Investment Coach proposition includes the following key features:

Persona Quiz to understand & identify investor types reflecting confidence and capability

Multi-format personalised content feed to support a range of Financial Education

Sharing, Saving and Searching functionality to encourage social usage

Simulation and scenario planning tools to deepen engagement and collect data

Coaching nudges to provide targeted support & ‘Call To Actions’ to products & services

Examples of planning tools available within the Investment Coach

  • Investment Readiness Quiz to test whether you are in a position to invest or whether there are other things you should prioritise eg managing down debt

  • Inflation Impact Calculator to show how inflation damages purchasing power over time on items such as food and holidays

  • Goal Identification Tool to identify the target amount you need to save to achieve all your goals

How we’ve helped Virgin Money position their investment product launch

How we’ve helped Virgin Money position their investment product launch

How we’ve helped Virgin Money position their investment product launch

How we’ve helped Virgin Money position their investment product launch

How we’ve helped Virgin Money position their investment product launch

Client products

  • Extra Slyce

    Virgin Money
  • Brighter Future Zone

    Virgin Money
  • Extra Slyce

    Virgin Money
  • Brighter Future Zone

    Virgin Money
  • Extra Slyce

    Virgin Money
  • Brighter Future Zone

    Virgin Money
  • Extra Slyce

    Virgin Money
  • Brighter Future Zone

    Virgin Money
  • Extra Slyce

    Virgin Money
  • Brighter Future Zone

    Virgin Money

Get in touch to learn more

Get in touch to learn more

Get in touch to learn more

Get in touch to learn more

Get in touch to learn more

Get in touch to learn more

Get in touch to learn more

Get in touch to learn more

© 2024 All Rights Reserved.

Life Moments Ltd.

© 2024 All Rights Reserved.

Life Moments Ltd.

© 2024 All Rights Reserved.

Life Moments Ltd.

© 2024 All Rights Reserved.

Life Moments Ltd.

© 2024 All Rights Reserved.

Life Moments Ltd.

© 2024 All Rights Reserved.

Life Moments Ltd.

© 2024 All Rights Reserved.

Life Moments Ltd.

© 2024 All Rights Reserved.

Life Moments Ltd.