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    Video Highlights: When Data Meets Design

    A Targeted Support Prototype - in collaboration with Communify

    By Boring Money

    21 Oct, 2025

    We partnered with Financial AI, Digital & Data Solutions Company, Communify, to explore how the challenge of Targeted Support could reshape the consumer engagement experience, to create compelling, data-informed consumer journeys that lead to better client outcomes.

    We produced elements of a click-through consumer journey, taking cash savers into their first investment account. We focussed on Emma, a cash-saver with £10,000 to invest. The prototype is aimed to be a thought-leadership piece of work, challenging how we talk about risk, how we might compare investments to cash, and how we might do a better job of articulating risk. We also created an AI-generated personalised podcast for Emma at the end of the journey, a 2 minute playback of what Emma needs to know, consider and be comfortable with before investing.

    We think this could form part of a Targeted Support journey.

    Highlight from our showcase

    This video was filmed at Boring Money’s annual conference and provides some context and comments from the FCA on Targeted Support, as well as excerpts of the journey.

    If you would like to book a consultative walkthrough demo, we can take your teams through this journey and share ideas on how you might improve the journeys, information, and disclosures served up to clients as part of a new Targeted Support journey.

    Get in touch with us today to find out how we can support your firm with tackling Targeted Support and/or improving existing customer journeys and engagement.

    Get in touch with us today to find out how we can support your firm with tackling Targeted Support.

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    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs.
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