Case Study 

MoneyPlus Advice

By Inicio.ai

MoneyPlus Advice is a leading provider of debt solutions in the UK, dedicated to helping individuals regain control of their finances. With a team of experienced advisors, they offer tailored guidance and support to navigate through debt challenges. ​

MoneyPlus provides a range of services, from debt management plans to individual voluntary arrangements (IVAs), all designed to alleviate financial stress and pave the way towards a debt-free future.
33%

Increase in digital completions

54%

Reduction in consumer time to complete

£2m

Potential benefits found in the first month

“Working with Inicio AI has completely transformed how we gather Income & Expenditure details for our customers. Their team is incredibly focused on delivering a best-in-class experience and genuinely gets the nuances of our customer journey. From the start, the implementation felt straightforward thanks to a clear roadmap, open communication, and regular check-ins that kept us all aligned.​

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The results speak for themselves: we’ve already cut the time it takes for customers to complete the I&E by more than half, and we’ve even customised the avatar to fit our brand perfectly. This is just the beginning of our long-term collaboration, with plenty of exciting phases on the horizon as Inicio AI’s solution becomes woven into every aspect of our customer experience.”

Deen, Head of Business Performance

My focus has always been on driving efficiencies while enhancing the customer experience. With more of our customers embracing a fully digital journey, partnering with Inicio AI was a natural fit. They’ve delivered on every front, and we’re already seeing promising early results.​

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The I&E form is remarkably intuitive, with avatar-driven prompts that significantly improve the accuracy of data capture. Feedback from our frontline teams has been overwhelmingly positive – conversations with customers are smoother, more impactful, and more efficient than ever before.

Kate

Head of Operations

Seamless integration is a top priority for us – particularly when it comes to accurate I&E data mapping to support both our internal teams and external customers. The Inicio AI team has been instrumental in driving this forward. Their commitment didn’t stop at implementation; they’ve maintained a relentless focus on performance optimisation.​

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Every week, we dive into customer journey data to pinpoint drop-off points and refine our approach. The results have been impressive across all key metrics in both performance and customer engagement.

Tom

Head of Development