For organisations

Support your people. Show the difference it makes.

Give employees, members and participants practical financial wellbeing support they can use privately, while your organisation gains a clear view of engagement, progress and outcomes.

Two colleagues talking in a quiet workplace lounge
Private by designNo financial product salesCohort-level reportingHuman support when people need more

Financial pressure affects more than Money

Help people earlier, before pressure becomes crisis.

Money worries can affect sleep, relationships, focus, confidence and everyday decisions. Your people may already have access to support. The challenge comes in helping them engage before problems escalate - and understanding whether the support made a difference.

Give them one private place to understand what’s happening, work through their next steps and reach extra support when they need it - while your organisation gains a clearer picture of participation and progress, without exposing anyone’s personal financial information.

A man reading on his phone in a quiet moment at home

For your people

Practical support they can use in their own time.

  • Understand their financial position
  • See what may cause the most pressure
  • Work through priorities and build practical next steps
  • Track progress over time
  • Reach trusted human support when they need more

No lectures. No product sales. No need to wait until things reach crisis point.

For your organisation

See whether the support actually helps.

  • See how many people engage
  • Understand where support gets used
  • Track change over time and identify broad wellbeing trends
  • Review program value and prepare leadership or board updates
  • Make better decisions about future support

Move beyond offering a benefit and hoping people use it. Personal financial information stays out of view.

Reporting

Turn support into something leadership can see.

A clear dashboard gives your organisation evidence it can use. Show participation. Show progress. Show how people engage with the support available to them.

  • Leadership updates and board reporting
  • Program reviews and wellbeing planning
  • Funding conversations and future investment decisions
The MyMoneyMedic organisation dashboard: active members, journeys started, completion rate, care referrals and a member wellbeing score trending upward

Cohort-level insight only. No individual balances, transactions or financial profiles.

Privacy

Give people support without watching them.

Trust matters. Employees, members and participants control their own financial information. Your team sees group-level engagement and progress only.

That separation gives people room to use the support privately while still giving leadership useful evidence.

Your organisation never sees

  • Personal balances
  • Individual transactions
  • Linked account details
  • Personal financial profiles
  • Individual conversations

Human support

When someone needs more, give them somewhere to go.

Some financial problems need more than digital tools. People can connect with trusted support through the Care Portal when they need help beyond the platform.

Preferred partners can provide specialist support across areas such as financial counselling, mental health and other personal pressures. The person chooses whether to take the next step.

Explore the Care Portal

Three people talking over coffee in a club lounge

How it works

Simple for your people. Clear for your organisation.

1

Give people access

Invite a defined group, workforce, membership or participant cohort.

2

Let people take control

Each person uses the support privately and chooses what action to take.

3

See the bigger picture

Track cohort-level engagement and progress without seeing anyone’s personal financial information.

Book a demo

Support your people. See what changes.

A 30-minute conversation, not a sales call. We’ll show what your people would get and what your reporting would look like.

For clubs, employers, government programs and community organisations.

  • What your members, employees or participants actually see and use
  • The cohort reporting your board, community or funder would receive
  • How a pilot, defined cohort or broader rollout could run for your group
  • What it costs, and what a pilot would involve

Individuals’ data stays individual. Your organisation receives aggregate, de-identified reporting only.

We reply within one business day. If you would rather talk first, email careteam@mymoneymedic.ai.

Book a demo

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We reply within one business day.