Personal, articulate, prioritised and expert advice
MyMoneySteps utilises complex branching within personalised questionnaires (over 250 questions) to gather full information about the user's financial, emotional and family situation. As users return to MMS they can update any aspect of their financial situation to keep their financial status up to date.
Over 200 financial calculations are executing in the background in reponse to the users' answers, enabling the triggering of any of 450 advice actions.
Thus, as users come back to MMS repeatedly (often over months) and they action their personalised debt plan (see an example to the left), they will be in a position to work their way out of debt or generate personalised financial statements that can be used to negotiate with debtors.
Seems to good to be true? Well it was a lot of work and a comprehensive budget but over 60,000 users would now endorse the solution!