Data-driven solutions for income maximisation

We work with a wide range of partners, from small money charities to large financial institutions, and everything in between.

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 lenders and debt advisers to embed personalised support for vulnerable customers in their customer journeys:

  • Identify customers with unclaimed benefits and help them to maximise their income.
  • Improve the access to free, impartial and independent money advice services.
  • Protect vulnerable people and demonstrate compliance with the FCA consumers' duty and 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.
  • Drive customer engagement with personalised and proactive nudges that can have a material impact on customers’ financial well-being.
  • Turn banking data into personalised money management guidance.

Partners stories

“We look forward to working closely with Inbest and hope that making their benefits calculator available through our MoneyHelper website helps millions of households who are currently missing out to maximise their income.”

Michael Royce
Senior Policy and Propositions Manager
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“Making Inbest’s innovative benefits calculator available to our customers provides a critical avenue of support against the backdrop of increased cost of living pressures. Collaborating with Inbest on this pilot allows us to provide relevant, tailored and personalised insights, so we can provide support where and when our customers need it most.”

Kristen Bennie
Director of Innovation & Partnerships
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“Our Income maximisation tool is proving to be so powerful for the consumer in such difficult times. I was so surprised at the high percentage of consumers that had no idea they could qualify for vital extra income.”

Dylan Jones
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“Benefit applications are overly complex and require customers to search for financial information in their bank statements. Through our new partnership with Inbest, we’ll take the pain away from this process, ensuring the most up-to-date information is being provided to our clients and their customers to create the best possible financial outcomes.”

Susan Rann
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“Salad Money uses Open Banking to check whether loan applicants are eligible for benefits they were not claiming. Astonishingly, seven out of ten applicants don’t claim all the benefits they could and on average they find more than £5,000 per year."
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“Scotcash is determined to help customers build their financial well-being. If they don’t access the benefits they are due, people can end up in worse financial situations. We’re thrilled to see the immediate impact that Inbest benefits calculator is having on our customers’ lives.”

Sharon MacPherson
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CU Apps has integrated our benefits calculator into its mobile banking apps and chatbots, enabling Credit Unions to identify members who may be eligible for additional benefits and encourage them to explore the support available to them.
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“Inbest provides a fantastic opportunity for our clients to offer additional support to those not making the most of their benefits entitlements. We are helping credit unions to provide additional ways to improve their customers' financial well-being, and there's no doubt that this is one of them.”

Andrew Duncan
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“We are proud to partner with Inbest in the development and use of their innovative benefits calculator. As the only tool which calculates devolved benefits, it is a vital resource to improve the financial wellbeing of people in Scotland.”

Pamela​ Stewart
Deputy CEO
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“With over 8 million people estimated to be missing out on benefits, we are keen to help people seeking support through our portal access all the benefits they are entitled to. We’re also delighted to work with Inbest to enable multiple customer journey options for an embedded and seamless experience.”

Ren Hooi
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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.