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