Money coach

An immersive digital money coach helping people navigate key moments in life through personalised financial education, guidance and signposting.

Key features. Customisable to your needs.

Checklist
A dynamic checklist of jobs to be done to drive action.
Planning tools
Immersive planning tools and calculators help engage customers over the long-term.
Digital coach
Personalised digital coach, which programmatically delivers next best actions, based on previous interactions with the app.
Coaching zones
Life-centric digital coaching zones to emotionally engage customers   and align with business outcomes.
Conversational AI
Ask Me, our safe, conversational AI can be included in Money Coach for personalised responses to customers’ questions.
View other zones
Access to coaching zones beyond customers’ triaged journey.
Knowledge base
Jargon-free articles, Instagram-style stories and TikTok-style videos provide education for different types of learners.
Polls
Community polls encourage active participation and provide valuable feedback.
Checklist
A dynamic checklist of jobs to be done to drive action.
Planning tools
Immersive planning tools and calculators help engage customers over the long-term.
Digital coach
Personalised digital coach, which programmatically delivers next best actions, based on previous interactions with the app.
Coaching zones
Life-centric digital coaching zones to emotionally engage customers   and align with business outcomes.
Conversational AI
Ask Me, our safe, conversational AI can be included in Money Coach for personalised responses to customers’ questions.
View other zones
Access to coaching zones beyond customers’ triaged journey.
Knowledge base
Jargon-free articles, Instagram-style stories and TikTok-style videos provide education for different types of learners.
Polls
Community polls encourage active participation and provide valuable feedback.
Checklist
A dynamic checklist of jobs to be done to drive action.
Planning tools
Immersive planning tools and calculators help engage customers over the long-term.
Digital coach
Personalised digital coach, which programmatically delivers next best actions, based on previous interactions with the app.
Coaching zones
Life-centric digital coaching zones to emotionally engage customers   and align with business outcomes.
Conversational AI
Ask Me, our safe, conversational AI can be included in Money Coach for personalised responses to customers’ questions.
View other zones
Access to coaching zones beyond customers’ triaged journey.
Knowledge base
Jargon-free articles, Instagram-style stories and TikTok-style videos provide education for different types of learners.
Polls
Community polls encourage active participation and provide valuable feedback.
Checklist
A dynamic checklist of jobs to be done to drive action.
Planning tools
Immersive planning tools and calculators help engage customers over the long-term.
Digital coach
Personalised digital coach, which programmatically delivers next best actions, based on previous interactions with the app.
Coaching zones
Life-centric digital coaching zones to emotionally engage customers   and align with business outcomes.
Conversational AI
Ask Me, our safe, conversational AI can be included in Money Coach for personalised responses to customers’ questions.
View other zones
Access to coaching zones beyond customers’ triaged journey.
Knowledge base
Jargon-free articles, Instagram-style stories and TikTok-style videos provide education for different types of learners.
Polls
Community polls encourage active participation and provide valuable feedback.

Money coach. What is it?

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.