DIGITAL TOOLS THAT REVOLUTIONISE CUSTOMER JOURNEYS
Through engagement and data capture
For a more informed and personalised conversations
Create controlled but editable sales proposals in minutes
Add value, engagement and retention post sale
bringing feeling to finance with a personal digital experience
At Moreish, we combine our FS expertise with our digital know-how to design beautiful, intuitive tools that give people a personalised insight into the value of your product.
We’ve helped start thousands of conversations with our award-winning online tools and calculators for companies including LV=, Wesleyan, Benenden Health, AIG and Key Partnerships. In fact, our work for LV= has revolutionised the industry’s protection sales journey, increasing sales by 53% with one of the UK’s leading adviser networks.
See what our director Simon Martin has to say about how the world of financial services can learn from the world of therapy, specifically around the role of digital tools.
An award-winning interactive tool that makes protection personal in seconds. Informing over 35,000 protection conversations and leading to a 53% sales increase with one of UK’s leading adviser networks.
Designed for financial advisers, the tool helps make client retirement conversations personal in minutes with an overview of assets, including their home, available to fund their retirement.
An engaging and interactive tool that helps users understand what their blood pressure could mean based on a few simple questions.
Enabling clients to instantly grasp the importance of protection and the costs involved, to deliver a more engaged sales process that increased protection sales by 25%.
Providing adviser partners the ability to personalise documents to help them facilitate more confident sales discussions with co-branded, bespoke documents.
GET IN TOUCH
Have an idea for a tool or like the idea of creating a new one with our guidance? Let’s arrange an informal chat or zoom call.