DIGITAL TOOLS THAT REVOLUTIONISE CUSTOMER JOURNEYS

tools icon

lead generation

Through engagement and data capture

sales enablement icon

SALES ENABLEMENT

For a more informed and personalised conversations

tailored website icon

TAILORED PROPOSALS

Create controlled but editable sales proposals in minutes

media neutral icon

ADVOCACY

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 protection work for LV= has revolutionised the industry’s protection sales journey, increasing sales by 53% with one of the UK’s leading adviser networks. 

The EMOTIVE POWER OF DIGITAL TOOLS

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. 

READ OUR BLOG

Digital Tools Case Studies

LV= RISK REALITY CALCULATOR

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. 

FIND OUT MORE
Key Partnerships retirement tool

KEY PARTNERSHIPS RETIREMENT FUNDING TOOL

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.

FIND OUT MORE

Benenden health blood pressure tool

An engaging and interactive tool that helps users understand what their blood pressure could mean based on a few simple questions. 

FIND OUT MORE
Blood pressure tool screenshot
Control Risk scorecard laptop screen

Control Risks B2B Lead Generation Tool

An interactive tool which assessed and benchmarked customer’s risk levels and supported them with expert guidance, providing an ‘always-on’ lead generation tool for Control Risks. 

FIND OUT MORE

STANDARD LIFE HOME FINANCE CALCULATORS

Developing a range of engaging and interactive B2B and B2C calculators to support advisers and showcase Standard Life’s expertise in the market. 

FIND OUT MORE
laptop screen with standard life calculator showing
A laptop showing the LV= Protection Matchmaker Tool for Advisers by Moreish Marketing

LV= PROTECTION MATCHMAKER

Enabling financial advisers to provide more personalised sales support to their clients by developing a digital sales tool which contributed to a 15% increase in menu protection sales for LV=. 

FIND OUT MORE
quotation marks
Together we worked to develop a challenger brand in the affordable healthcare market space. Now we’re up for four marketing awards for best brand, best integrated campaign, best TV advert and best FS campaign. I can’t recommend Moreish highly enough.
Natalie WalkerHead of Marketing, Benenden Health
Moreish have become an integral strategic marketing partner and now help us across a number of areas within the LV= business. I would have no hesitation in recommending them as a collaborative, creative and client and results-focused partner.
Justin HarperHead of Intermediary Marketing, LV=
Moreish have helped us modernise and digitise our marketing activity with a significant impact on the success of our business over the last year.
Chris MorganChief Marketing Officer, Ellipse
Their ability to bring creativity but also strategic thinking to any project is invaluable.
Stuart WilsonMarketing Director, More 2 Life
We’re delighted with the results from our website – it’s really lifted our corporate image. The site architecture and design have made a potentially very complex customer journey remarkably simple.
Janice BuffettGroup Marketing Director, Healix Group of Companies
Everyone at Moreish I've dealt with is approachable and responsive and they really do make you feel like we're all one team working together to achieve great results.
Louise EgelnickB2B Marketing Manager, Key Partnerships
Simon is extraordinarily emotionally intelligent so is adept at reading the room in an instant so, never leaves you exposed. He is commercial, creative, authentic and kind and without a doubt one of the most human and helpful 3rd party providers I’ve ever worked with.
Vicki WentworthC-Suite Executive
If Carlsberg made creative agencies, they’d make Moreish.
Elizabeth SandsMarketing Manager, LV=
See more

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.

CONTACT US