Investment coach

A digital coach that supports new and existing customers via an inclusive investing journey, tailored to their capabilities.

Key features. Customisable to your needs.

Checklist
A dynamic checklist of jobs to be done to drive action.
Inflation Simulator
A visual tool showing customers the effect of different inflation rates on their savings and outgoings.
Financial goals
Customers can identify their financial goals and view their progress.
Translate button
Easily switch between text, numbers, or graphs to tailor the experience to each preferred learning style.
Multi-media content
Jargon-free articles, Instagram-style stories and TikTok-style videos boost engagement with traditionally dry content.
Info buttons
Embedded info buttons make it easy for customers to get quick definitions of complex terms.
Community polls
Community polls encourage active participation and provide valuable feedback.
Checklist
A dynamic checklist of jobs to be done to drive action.
Inflation Simulator
A visual tool showing customers the effect of different inflation rates on their savings and outgoings.
Financial goals
Customers can identify their financial goals and view their progress.
Translate button
Easily switch between text, numbers, or graphs to tailor the experience to each preferred learning style.
Multi-media content
Jargon-free articles, Instagram-style stories and TikTok-style videos boost engagement with traditionally dry content.
Info buttons
Embedded info buttons make it easy for customers to get quick definitions of complex terms.
Community polls
Community polls encourage active participation and provide valuable feedback.
Checklist
A dynamic checklist of jobs to be done to drive action.
Inflation Simulator
A visual tool showing customers the effect of different inflation rates on their savings and outgoings.
Financial goals
Customers can identify their financial goals and view their progress.
Translate button
Easily switch between text, numbers, or graphs to tailor the experience to each preferred learning style.
Multi-media content
Jargon-free articles, Instagram-style stories and TikTok-style videos boost engagement with traditionally dry content.
Info buttons
Embedded info buttons make it easy for customers to get quick definitions of complex terms.
Community polls
Community polls encourage active participation and provide valuable feedback.
Checklist
A dynamic checklist of jobs to be done to drive action.
Inflation Simulator
A visual tool showing customers the effect of different inflation rates on their savings and outgoings.
Financial goals
Customers can identify their financial goals and view their progress.
Translate button
Easily switch between text, numbers, or graphs to tailor the experience to each preferred learning style.
Multi-media content
Jargon-free articles, Instagram-style stories and TikTok-style videos boost engagement with traditionally dry content.
Info buttons
Embedded info buttons make it easy for customers to get quick definitions of complex terms.
Community polls
Community polls encourage active participation and provide valuable feedback.

Investment coach. What is it?

Investment Coach engages and supports customers through an inclusive, tailored investing journey. Offered as a highly configurable, white-labeled digital solution, it seamlessly integrates into your app or website to enhance customer experience and improve engagement.

The solution delivers an intelligent, personalised experience based on each customer’s investment stage, knowledge, and goals. By combining multimedia content, tools, calculators, and next-best-action recommendations, it motivates customers to build their confidence and financial capability, nurturing them into investing and beyond. Investment Coaching leverages behavioural science to drive engagement, offering deep personalisation to ensure relevance, foster trust, and empower customers to achieve positive investment outcomes.

How does Investment Coach support regulatory reporting?

Investment Coach is designed with Consumer Duty in mind. It enables firms to deliver superior customer understanding, provide improved customer support and track all interactions. Firms can leverage this data to showcase how they consistently deliver improved customer outcomes and support customers’ best interests. Our comprehensive analytics suite ensures firms can view data, create reports and integrate into existing systems to meet the evolving regulatory requirements.

Customer stories. How we've helped our customers

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

Following the creation of the Virgin Money Investments’ joint venture with abrdn, Virgin Money had been working on the launch of a fresh new offering, bringing the Virgin Money brand to a significant first time investor market. Research showed first time investors lack conviction with education and reassurance, which is critical before taking a step into the unknown.

The Brighter Future Zone website has helped Virgin Money Investments to engage a broader range of prospective customers, building brand affinity, educating and reassuring first time investors in keeping with the Virgin Money brand promise to help people feel happier about money.

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

Contact. We'd love to hear from you.

Life Moments Ltd.

Life Moments Ltd.

Life Moments Ltd.

Life Moments Ltd.

Life Moments Ltd.

Life Moments Ltd.