Partnering with Hope4U to Offer Personalised Advice via Our Benefits Calculator
We are thrilled to announce our partnership with Hope4U, a national welfare advice agency. This collaboration allows us to deliver human-led advice directly through the Inbest benefits calculator. This service helps vulnerable customers maximise their income and build financial resilience, and it is now available to all Inbest partners.
The Need for Human-Led Support
While our benefits calculator is a powerful tool for identifying unclaimed benefits, we understand that not all customers can effectively navigate the welfare system alone. Complex personal circumstances, financial situations, and the overwhelming nature of the benefits system often create significant barriers to accessing the support they’re entitled to.
It’s not just about a knowledge gap. During crises, individuals may lack the mental or emotional capacity to independently navigate tools or the benefits system. This new service ensures they can access kind, empathetic, and expert financial advice when needed.
The Benefits of This Service
Hope4U brings decades of experience delivering financial well-being programmes in collaboration with organisations such as the NHS, Local Councils, Fuel Bank Foundation, and National Grid. Their trusted expertise perfectly complements Inbest’s technology, creating a seamless and efficient service for vulnerable customers.
Through this partnership, financial services providers can offer tailored and personalised advice directly via their banking apps. This ensures that vulnerable customers receive the support they need while following FCA Consumer Duty regulations and industry best practices.
Enhanced Customer Support
This feature lets customers access real-time personalised guidance through the benefits calculator’s online chat. Hope4U advisers are available to:
- Assist with completing the benefits calculator accurately.
- Address questions about eligibility for benefits or grants.
- Help customers navigate the benefits system and application process.
This support gives customers clarity and confidence, empowering them to take the next steps toward maximising their income and building financial resilience.
Enhanced Customer Support
The personalised advice pathway provides comprehensive guidance for customers who need more support. Here’s how it works:
- Booking a Session: Customers book a session directly through the benefits calculator.
- Review and Validation: Customers’ details are securely shared with Hope4U advisers, who review their circumstances, validate the information they provided and confirm their eligibility for benefits and grants.
- Tailored Recommendations: Advisers provide personalised advice on additional benefits, discounts, and grants customers may be eligible for.
- Application Support: Hope4U supports customers throughout the benefits claims process, ensuring they receive the entitlements they deserve.
This feature can be offered to all customers or tailored to specific groups based on eligibility criteria.
Want to see this service in action?
Book a meeting with us today to explore how our partnership with Hope4U can help you maximise income and build financial resilience for your customers.
