“We know customers want to build good financial habits and boost their confidence with money. That’s why Insights, our financial wellbeing function in our mobile banking app, offers customers personalised support to help them better manage their money. We’ve seen some brilliant engagement with the tool since its launch in 2023, but we’re ambitious for Insights to go further. So, after gathering feedback from customers, in July 2024 we launched Fast-track your goals, our new digital experience giving customers personal plans to achieve their goals."
"Customers use the tool by answering some quick questions about how they feel about their finances and what matters most to them. The tool then turns their answers into personalised coaching plans broken into bite-sized exercises, making it easier for customers to take actionable steps to improve their financial wellbeing,”
“Coupled with the option of using it during a Financial Heath Check with a bank colleague, it’s proving to be a great way to support customers with their goals, from better budgeting to saving for the future.”