The World’s Leading Digital Financial Assistant
Money Guided is the AI-powered, digital financial assistant that helps your staff better understand and take control of their finances. An app for everyone, Money Guided’s financial assistant is fully independent and always looking out for their interests.
This is a revolutionary way for organisations to support and empower their teams financially. Money Guided brings an individual’s entire financial life together, connecting accounts and policies into one secure and easy-to-manage place. Our proprietary “moves engine” then gets to work to improve behaviour, save them money and ultimately make them more financially confident and secure.
Money Guided is inclusive, impactful, insightful and entirely data-driven. Our world-first “moves engine” looks at a member’s entire financial life and nudges them to make positive changes in key areas accordingly.
Moves range from reducing utility bills or the cost of debt, claiming appropriate government benefits, budgeting and goal setting, all the way through to WhatsApp-based coaching sessions, mortgage and insurance renewal reminders, cashback / retail discounts and even increasing engagement in existing employee benefits.
The digital financial assistant has been created not just by financial experts but also behavioural scientists and clinical psychologists to get to grips with the everyday mental traps we all fall into with money.
Money Guided is the only financial wellbeing solution on the market today that makes no money from the sale of financial products and is also proactive, rather than simply reactive or user led. If you are committed to helping your people become better with their money, driving adoption to existing benefits and retaining and engaging the best talent, then Money Guided is the solution for you.
What is Money Guided?
If you wish to speak to a Zest representative regarding this benefit. Please email your enquiry to: marketplace@zestbenefits.com
"As a company who understands the importance of good financial advice, we believe it is imperative to be offering staff something that can help them navigate the complex world of personal finance.
I would recommend any HR/people teams to consider the Money Guided offering. It’s the most complete financial wellbeing app we have come across."
"I have my own financial goal of retiring early. To achieve that, I started tracking all my financials, and created complicated Excel models… but I’ll be honest: it was time-consuming and, frankly, boring! So glad I got MoneyGuided now that takes all that boring work away from me and makes it super easy to get on top of what I have and what my financial future looks like. Don’t know how early I will be able to retire yet, but I’m certain MoneyGuided will help me to shave off at least a couple of years from the default retirement age."
"It’s a great product and the benefits really are boundless. I can see this being a core strand of our financial wellbeing pillar."
"This is totally unique; I’ve not seen anything like this before."
