Grow, Optimise and Learn: Helping our customers and partners achieve their goals

It was great to see such an impressive attendance for the TotallyMoney Fintech for Everyone event, two weeks ago. We hope you enjoyed hearing about how we’re championing transparency for customers and partners alike – we enjoyed talking about it! 

We believe working closely with our partners is one of the key ways to help our customers move their finances forwards. We’ve developed some great business relationships over the past few years, and we’re looking forward to continuing them with our brand new Partner GOALs Programme (Grow, Optimise, and Learn).

Collaboration with our partners is the best way to get the best possible offers, and match them to our almost four million customers. That’s what the Grow pillar of the Partner GOALs Programme is all about – both us and our partners growing and offering more customers access to the credit options they need.

And, using our proprietary, unique MatchFactor algorithm, we’re able to match customers to the right products, opening up new opportunities for both us and our partners.

As announced at the event, we’re also extremely excited that we have co-marketing opportunities in our new national TV advertising campaign, via exclusive offers, in the new year. The best offers will offer great transparency and/or marketing-leading features for our customers.

We believe people’s financial data should work for them, not against them. This is a belief we carry in everything we do, including on the technical side. With our smooth, quick technical integrations, we can help partners optimise their quotation service and application journey. As a result, lenders can provide better, more accurate offers to customers, and we can show them their eligibility scores, increasing the chance they’ll apply and be accepted.

With pre-API filters using customer credit report and signup data, we can help partners improve their funnel efficiency. Now the framework is in place, collaboration with individual partners means we can build hundreds more of these filters, specific to each product.

What’s more, due to our agile nature and tech capabilities, we’re able to make these integrations in a very short time. This means lenders can get their products in front of customers sooner, and we can start learning from and optimising the data so we can grow together quicker.

In the new year, we’ll be adding open banking to our service, alongside our existing core credit report information. We’re looking forward to being able to provide our customers and partners with even greater transparency, using new data to deliver better, improved outcomes for both. Exciting times ahead!

Via our brand new partner newsletter, Inside TotallyMoney, we’re sharing insights from our rich data sets, plus market updates and trends we’ve spotted. We hope this gives our partners additional analysis and vision into where the market is headed and how TotallyMoney can help.

We’re also rolling out automated reporting tools for our partners, offering insights into their performance on TotallyMoney, competitiveness and potential gap in the market. 

This 360-degree approach means we’re constantly able to improve our service, providing the best outcomes for customers and lenders.

Using the Partner GOALs Programme, we’re committed to supporting our partners to go to market faster, leveraging the data and insights TotallyMoney provides to improve transparency, product offering and customer journeys. And, as both we and our partners create momentum, we’re passionate about helping our customers achieve more with their finances.