Solution introduction
An immersive digital money coach helping people navigate key moments in life through personalised financial education, guidance and signposting
Money Coach activates customer engagement by using key life moments across customers’ lifetimes. It is offered as a highly configurable, white labelled digital solution, that can be embedded into your app or website
The solution provides customers with an intelligent triage based on their intentions, current knowledge and approach to learning. As a result, it personalises the educational experience and offers next best actions linked to the customer’s goals. Money Coaching incorporates the latest thinking on how to engage customers, using behavioural science to motivate and educate, as well as deep personalisation to ensure relevance and build trust.
