28% of staff worry about money daily

A certified financial coach for every employee, available in real-time on their phone

Personalised financial coaching with a live human coach empowers employees with accountability and insight to permanently improve their financial health and mindset.

Book a demo
A certified financial coach for every employee, available in real-time on their phone

Financial stress hurts your people, so you invest in financial education.

When people are stressed by money, they can’t thrive at work or home. A 2020 report from the Financial Inclusion Alliance found that people who are experiencing money worries are eight times more likely to be experiencing sleepless nights. Investing in financial education isn’t just the right thing to do, it makes good business sense. Considering the impact on happiness and productivity, the stakes are high – so your investment needs to deliver.

But financial education alone is not strong enough to change financial behaviours.

To improve financial health, you must change behaviour. But research – such as Fernandes et al (2014) – suggests financial education can’t achieve this alone. As an organisation investing to improve financial health, you need a solution that goes beyond static education to deliver personalised content combined with targeted insight and accountability to drive behavioural change.

Financial coaching uses personalised insight and accountability to change behaviour.

Real-time financial coaching does three things that static education can’t – the content is personalised because the coach responds directly to your employee. Secondly, the content is delivered just-in-time, because the conversation is initiated by your employee. Finally, coaching creates accountability for behavioural change, which is made easier with additional in-app prompts.

Your questions, answered

  • Why should I provide financial coaching over education?

  • Is this financial advice?

  • Are your financial coaches certified?

  • Are conversations private and confidential?

  • Is there a limit on how many times employees can chat to a coach?

Get a live demo of how real-time financial coaching works

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There’s no better way of understanding how real-time, one-to-one financial coaching empowers your team to build their financial future than by seeing it in action. Book your 30 minute, no-obligation slot today.

Book a demo now

It's a nice peaceful way of managing your money, plus loads of advice.


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Financial education is not enough. Find out why.

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