Data-driven solutions for benefits and debt advice

We work with a wide range of partners supporting financially vulnerable households, from small money charities to large financial institutions.

Welfare advisers

Inbest supports government agencies, local authorities, housing associations and money charities to improve their support to vulnerable households:

  • Increase their reach, scale and offer a 24/7 service with branded financial management applications.
  • Automate manual and time-consuming tasks to increase their capacity and focus on the human aspect of financial advice.
  • Keep up-to-date on national, regional and local regulations.

Financial Services

Inbest helps banks, lenders and pension providers to embed personalised support for vulnerable customers in their customer journeys and processes:

  • Increase the engagement of vulnerable customers by making them aware of the support available to them when they need it.
  • Have the skills, capability and tools to support vulnerable customers.
  • Protect vulnerable consumers and demonstrate compliance with the FCA Guidance on the fair treatment of vulnerable customers.

Financial wellness

Inbest partners with digital platforms to deliver personalised money management experiences for vulnerable customers:

  • Focus on the most pressing pain points for vulnerable customers, increase their income and manage their debts and bills.
  • Turn banking data into personalised money management advice.
  • Own the end-to-end customer journey by leveraging on our partner API.

Customer stories

“It is essential that borrowing preferences are properly understood and that products are designed appropriately to meet customer needs in order to increase access to affordable, responsible credit. This means that more vulnerable customers, who sit outside the normal credit scoring approach, will benefit from a reduction in the cost of borrowing.”

Sharon MacPherson
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“Our customers are increasingly demanding sophisticated financial planning tools to differentiate their digital advice propositions and provide wealth management services to the retail and affluent markets. Thanks to Inbest we were able to launch a market-leading goal-based financial planning application, and we are confident that we always follow the best practices in financial planning.”

Aitor Biain
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“One of Scotland’s most exciting Fintech prospects, we’re especially pleased to be working with a company which focuses not only on finance but people.”

Raffaella Calabrese
Senior Lecturer
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“We envision a world in which everyone has access and the ability to search and find a suitable affordable home without wasting time and energy. We are starting to test the solution in the market, and our beta users highlighted that they love the simple and easy to understand interface.”

Fash Fasoro
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“One of our three strategic priorities is to personalise the offering of products and services to the needs of our customers. Inbest helped us to understand how young professionals manage their finances and their motivations to save and invest for their future. We were impressed by Inbest project execution and how quickly they were able to design and launch a new PFM application to market.”

Javier Echevarria
Digital Innovation Manager
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Request a demo

Drop us a line to see Inbest in action and explore how to embed benefits and debt advice into your customer journeys.