Case Studies

Recognising the impact of the COVID pandemic, the cost of living crisis and the ever-widening advice gap on financial wellness across the workforce, WPS Advisory were looking for a scalable technology-based solution to modernise financial advice, engage employees across different life stages and equip them with the tools and confidence they need to make smart decisions about their money.

Mercer understands the impact poor financial health can have on someone’s work life, and their retirement.

Mercer was looking for an innovative way to help support financial wellbeing for members of its Mercer Master Trust pension scheme.

It also wanted to make it easy for members to engage with and understand their pensions, and to view retirement savings in the context of their wider financial wellness.

Scottish Widows is a UK pension, retirement, and life Insurance company that is a part of Lloyds Banking Group. It offers a range of pensions, bonds, stocks and shares and life insurance options to help people prepare for their futures.

“Developing the Money Mindset app with Moneyhub has been a game changer for us in the market. Pensions are one piece of the financial puzzle, and by providing a holistic view of their finances alongside educational content and tools, we’re empowering our members to make smart and confident decisions about their money.”

— Neil Hugh, Head of Workplace Proposition, Standard Life UK

VOXI is a mobile network operator powered and run by Vodafone. Their VOXI for Now social tariff was designed to help those who are facing  financial difficulties to stay connected at a lower cost.

The OneBanks shared branch concept enables customers who value face-to-face contact when carrying out basic banking transactions to continue to access such services via fully manned kiosk locations such as supermarkets, shopping centres and bus or railway stations

Powered by Moneyhub’s Open Finance Payment API, the Roqqett app provides for a faster and safer alternative to traditional contact and contactless card-based payments at the point of sale (POS)

Collaborating with AON to create the ‘Well One Money’ financial wellbeing app, to help employers support employee financial wellbeing - saving employees an average of £850 per year¹

Powered by Moneyhub’s Open Finance Data & Intelligence API and Payment API, the Lumio app gives customers a full view of their finances, optimising and growing their money on autopilot to enable financial freedom

The app that helps investors green up their portfolios using the power of Open Finance - powered by Moneyhub's Data & Intelligence API

Mercer wanted to harness the power of Open Finance to create a simple, intelligent pension tool that truly engaged individuals with their pensions - but with our help, what they delivered to their members was far greater.

How Open Banking powered QR code payments with automated Gift Aid from Moneyhub helped raise £12,000 at the Schroders UK 2020 Platform Awards virtual awards dinner, to tackle homelessness.

Watch and discover why Nationwide recommend Moneyhub to their customers.

In a world where competition is high, Moneyhub technology sets Momentum apart from the crowd and creates multiple...