Our Work With The Industry

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The Money Charity has a long history of working with the financial services and credit industries.  We​ ​believe​ ​the​ ​need​ ​for​ ​financial​ ​capability​ ​and awareness​ ​extend​ ​beyond​ ​financial​ ​services​ ​as​ ​well.​ ​ ​Our​ ​aim​ ​is​ ​to​ ​build constructive​ ​two-way​ ​partnerships​ ​that​ ​produces​ ​benefits​ ​for​ ​all​ ​concerned.

 


To​ ​enquire​ ​about​ ​our​ ​consultancy​ ​services​ ​contact​ ​our​ ​Adult​ ​&​ ​Industry​ ​team on​ ​0207​ ​062​ ​8933​ ​or​ ​email erik@themoneycharity.org.uk.


 

Our work with the industry falls in to three main categories:

  • Helping you achieve better outcomes for your customers
  • Helping you improve the financial capability of your customers & employees
  • Providing opportunities for you and your staff to improve the financial capability of others

Better outcomes for your customers

We provide an independent standpoint that will help you better understand your customers and their needs without forgetting the commercial and regulatory pressures that you are under.

We can offer a unique perspective to the way in which you engage with your customers.  We help companies take consumers into account which ultimately leads to mutually beneficial results. Cooperating with people behind on payments yields better customer relations, more open communication and hopefully more effective collections for your company.

If you are looking for something different, we are able to provide bespoke services, bringing our unique angle to whatever issue is of most importance to your business.

Improving the financial capability of customers

As an organisation, showing responsibility for your customers and that you have an interest in their financial wellbeing can only be a positive from a reputational perspective too.

There are also a number of ways in which we can add value to your business and help your customers, by working together to improve their financial capability.  Financially capable consumers are more likely to buy products in the first place, more likely to choose the correct ones for them and are more likely to understand the importance of maintaining premiums or paying back debts on time.

We can help you identify your customers’ needs and identify the most appropriate solution to address them.  Whether that is digital content, videos, or webinars on your website, or tailored printed material for you to hand out, we can help you work out the best options for you and how to implement them.

Examples of our consultancy services include:

● Development of internal training programmes to support your employees in their role

● Optimisation of internal training modules/programmes

● Feedback on customer communications, social media, and websites

● Helping you deliver better employee communications related to benefits and other internally available products

● Financial capability and off/near-shore operations

● Operational process improvement

● Supporting sales staff

Improving the financial capability of others

As set out in more detail in the work with us section of the site, there are many ways of becoming involved in our work more broadly.  We are always looking for more funding to keep our valuable work going, and we would love to hear from you.

In particular, if you are interested in developing a new product or service that addresses the needs of people who have a similar profile to your customer base, do get in touch to discuss further.  We are always interested in developing new tailored products and services for different audiences and would be open to discussions about how best to help a particular segment of the population or geographical region.