Putting Your Customers’ Financial Wellbeing Front and Centre

If you’re keen and eager to integrate financial wellbeing into what you offer but just don’t know where to start, we can help!

The Money Charity has a long history of working with financial services and credit industries. However, we believe the need for greater financial capability and awareness, leading to improved financial wellbeing, extends beyond financial services as well. Our aim is to build constructive two-way partnerships that produce benefits for all.

That’s why we offer a consultancy service to organisations looking for support with their financial wellbeing activities. This can range from developing content for their wellbeing hubs, developing and delivering bespoke workshops, or reviewing existing programmes or communications to ensure accessibility and ease of understanding. We have experience working across many diverse community and corporate sectors, both regionally and on a national scale.

Our consultancy work falls into two main categories:

Achieving Better Outcomes for Your Customers
We provide an independent standpoint that will help you better understand your customers and their needs, without forgetting the commercial and regulatory pressures you are under.

We can offer a unique perspective to the way in which you engage with your customers. We help companies take consumers into account which ultimately leads to mutually beneficial results. For example, cooperating with people behind on payments yields better customer relations, more open communication and hopefully more effective collections for your company.

Improving the Financial Capability of Customers
As an organisation, showing responsibility for your customers, and that you have an interest in their financial wellbeing, can only be positive for your reputation.

There are a number of ways in which we can add value to your business and help your customers by working together to improve their financial wellbeing. Financially capable consumers are more likely to buy products in the first place, more likely to choose the correct ones for them, and are more likely to understand the importance of maintaining premiums or paying back debts on time.

We can help you identify your customers’ needs and the most appropriate solution to address them. Whether that is digital content, videos and webinars on your website, or tailored printed material to distribute, we can help you work out your best options and how to implement them.

Even if your needs don’t fit neatly into either of the above and you are looking for something different, we would love to explore this further with you. We are able to provide bespoke services, bringing our unique angle to whatever issue is of most importance to your business.

Just a few examples of our consultancy services include:

  • Development of internal training programmes to support employees in their role
  • Optimisation of internal training modules/programmes
  • Feedback on customer communications, social media and websites
  • Helping you deliver better employee communications related to benefits and other internally available products
  • Operational process improvement
  • Supporting sales staff

Our Consultancy work also has a further benefit, allowing us to offer free or fully-funded services to more groups who would otherwise be unable to access these, whether that’s vulnerable groups, community organisations, or schools/colleges in disadvantaged areas.

Whatever your need, priority or challenge, we would always be happy to discuss this with you and look at where we can add value. Please don’t hesitate to get in touch with us on [email protected] or 0207 062 8933.