Embedding Financial Support Seamlessly into Existing Digital Journeys
Every year, millions of people miss out on the financial support they are entitled to, often because they don’t know what help is available or assume they won’t qualify.
The most effective way to identify the benefits people are eligible for is to complete a benefits calculator. A common approach is to redirect customers to third-party calculators or grant checkers, but this forces them to leave a familiar environment and engage with an external website, interrupting the customer journey. Each additional step increases the risk that customers will abandon the process before discovering the support available to them.
This broken journey doesn’t just stop people from finding the support they need. It also means organisations lose the opportunity to stay connected with customers at a key moment. Once redirected, they lose visibility, contact, and valuable behavioural data. They also miss the chance to guide customers through a journey that could help them find up to £4,000 a year in additional income while building trust and engagement.
To close this gap, organisations need a seamless way to offer benefits checks within their own digital environment, keeping customers engaged, supported, and connected from start to finish. That is what native integration makes possible.
A Seamless Alternative: Native Integration
To remove these barriers, we have developed a Native Benefits Calculator Integration Framework, which brings the full support journey directly inside organisations’ digital experiences.
With native integration, customers can check their benefit eligibility within organisations’ apps, websites, or CRMs without leaving the platform. The journey remains consistent, secure, and fully on-brand. This familiarity builds confidence and leads to higher completion rates, as customers are more likely to complete the benefits check and discover the support available to them.
Native integration also drives ongoing engagement. Because the benefits calculator sits within the same applications customers use to manage their day-to-day finances, it becomes part of their regular interaction. Customers can easily return to view updates, track pending applications, or check new benefits. This results in more returning sessions and sustained engagement, giving organisations more opportunities to encourage action and help customers maximise their income.
This framework is already live with MoneyHelper and Vanquis Bank. See it in action in the video below.
Beyond the Benefits Check
Completing a benefits check is not the end of the journey; it is where meaningful engagement begins. When customers complete the calculation, they are informed, engaged and ready to act. At this point, organisations can provide practical support to help customers apply for their benefits and continue improving their financial wellbeing.
A key advantage of native integration is that organisations can build personalised features and workflows around the calculator. This ensures customers not only identify the benefits they are eligible for but also receive tailored support to apply for them, along with access to complementary products and services.
Support Customers with Their Benefits Applications
On average, customers are eligible for around ten different benefits. A native calculator allows organisations to send personalised reminders, offer step-by-step guidance, and provide tailored support to help customers complete their applications. This level of integration ensures that more people successfully claim the support available to them.
Offer Complementary Products and Services
Native integration also enables organisations to introduce relevant products and services at the right moment, such as budgeting tools, savings options, or referrals to partner support. Offering value in context builds trust and connects financial support with meaningful action.
By extending the experience beyond completion, organisations can turn a single interaction into ongoing engagement, creating lasting value for customers and measurable impact for their business.
What Partner Results Reveal a Native Integration
Inbest is a B2B benefits calculator provider, and all integrations are customer-branded through standalone calculators or iframes to ensure a consistent experience. However, native integration takes this further by embedding the calculator directly within organisations’ digital journeys. This approach has already delivered measurable improvements in completion rates and returning sessions.
In one partner deployment, engagement metrics improved within just two months of launch:
- Bounce rate improved from 24% to 4%.
- Completed benefit calculations improved from 33.7% to 39%.
- Returning sessions increased from 13% to 22%.
These results show how keeping customers within a trusted digital environment reduces drop-offs, increases completion, and encourages repeat engagement. Each improvement reflects a smoother and more connected experience, helping more people access the financial support available to them.
How It Works
The Native Benefits Calculator embeds seamlessly across web applications, mobile apps, and CRM platforms. It is designed for quick deployment with minimal integration effort, allowing organisations to go live in a matter of days. This approach maintains a consistent user experience and ensures that:
- Organisations’ branding, URL structure, and navigation remain intact
- The calculator integrates with existing analytics and reporting tools
- Technical teams require minimal development resources
- Accessibility meets the highest WCAG standards
We provide full support throughout the setup process, helping organisations configure and tailor the “Beyond the Benefits Check” features. This includes setting up personalised reminders, guidance for benefit applications, and integrating complementary products and services.
Take the Next Step
Inbest has extensive experience helping organisations embed the Benefits Calculator natively within their digital journeys. The team can help organisations quickly launch a fully branded and seamlessly integrated solution that supports customers and strengthens engagement.
To explore how native integration could work for a platform, organisations can book a demo with the Inbest team. The demo shows how to deliver a smooth, on-brand experience that helps people access the financial support available to them while improving engagement and unlocking valuable insights for their organisation.
