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
“Working out benefit entitlement can be challenging and often overwhelming, especially for vulnerable individuals and people in crisis. Inbest’s calculator is simple and tailored to individual circumstances which helps make understanding benefits that much easier. We’re excited to be working with a provider that shares our ethos when it comes to supporting people’s financial wellbeing.”Heather O'RourkeDigital Transformation Manager
“We are delighted to be working with Inbest to provide a benefits calculator tool, helping not only our own members, but all visitors to our website, to find out what benefits they can claim, and also assist in the claims process. We look forward to continuing our partnership on future developments that will further contribute towards people’s financial wellbeing.”Kevin CairnsIT Systems Manager
“Soar’s platform reaches a wide range of consumers and we see Inbest as providing a fantastic opportunity for our clients to offer additional support to those not making the most of their benefits entitlement. We are helping our clients, often credit unions, provide additional ways to improve their customers’ financial well-being and there’s no doubt that this is one of them.”Andrew DuncanCEO
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“As an ethical provider of salary advances, we recognise that a salary advance isn’t always the best option. Some may have outstanding benefits entitlement and in such circumstances we are delighted to be working with Inbest to guide employees to these benefits and avoid the need for an advance.”Ian HoggCEO
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“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 MacPhersonCEO
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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 EchevarriaDigital Innovation Manager
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