Get your customers engaged in their financial futures
with connected and customisable guidance and advice journeys.
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We create user-friendly journeys based on real user needs. And we use data-driven insights to make continuous improvements.
Our user experience specialists ensure all our products and journeys are easy to use and easy to understand. Always.
By understanding your users’ needs, we can help you provide the guidance and advice they need – when they need it.
Our journeys are designed to encourage engagement. So you can deliver positive outcomes for your customers – and increase loyalty and retention.
We know you don’t want to be bogged down in the deeper details of technical delivery. So we lighten the load and help you integrate and implement efficiently.
As regulated financial advisers, we understand the challenges you face. And we know how to make sure you meet your Consumer Duty obligations.
Our products can easily be connected so your customers’ data can pass between journeys. This leads to less friction – and more conversions.
You’ll get rich data and visualisations describing customer interactions and understanding. So we can improve your customer experience – together.
We design and develop the entire end-to-end customer journey for our products. So there’s no need to spend time, money and effort building the front end.
Hundreds of thousands of users across the UK are engaging in their financial futures with Wealth Wizards. But don’t just take our word for it.
Our digital products help your customers confidently prepare for their financial futures – no matter their life stage.
We know one size doesn’t fit all. So we make it quick and easy to customise our guidance and advice journeys to suit you and your customers.
APIs are the building blocks that power our products. And thanks to our API-first approach, it’s quick and easy to integrate our digital journeys into your tech stack.
Check out our technical documentation, including our API catalogue and reference architecture, to discover what we can do together.
Our team of experts specialise in designing and developing engaging digital journeys – so you don’t have to.
Using our API-first approach, our technology and engineering specialists have created a SaaS platform that is safe, secure and scalable.
Our customer-centric product team uses insights and expertise to design exceptional experiences that are accessible, usable and impactful.
Unlike other tech providers, we’re regulated financial advisers too. So we can easily embed the principles of financial planning into our journeys.