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What is EATT?
EATT 2025 Battle of the Tech Demo – Octopus Money
Synopsis:
- Referral Program – Accepts and pays for referrals from advice firms for clients outside their target market.
- Scalable Advice for Larger Firms – Embeds its methodology in larger firms to reduce costs and expand client reach.
- Trust-Based Financial Coaching – Utilises financial coaches to build rapport and help clients understand their financial goals and emotions around money.
- Tech-Driven Regulated Advice – Leverages algorithmic technology to efficiently deliver regulated financial advice at scale.
- Structured Financial Guidance – Guides clients through an initial EQ (fact find), followed by coaching sessions to build a cash flow model and set financial goals.
- Comprehensive Financial Planning – Covers key areas like wills, power of attorney, protection, and broader financial needs.
- Ongoing Client Engagement – Keeps clients on track with regular check-ins and behavioural nudges from financial coaches.
In their own words:
- Octopus Money want to tackle the advice gap, and believe everyone should be able to get help and advice with their money.
- We have reimagined the advice model by using a non-regulated financial coach plus technology to reduce the cost to serve.
- We work with advice firms to deliver solutions for lower value clients by acquiring client banks, paying for referrals and embedding our methodology in larger firms helping them to grow without the constraint of adviser capacity.
Company Info
HQ: UK
Founded: 2019
Product Displayed: Octopus Money
Presenter: Julie Greenwood
Our analysis
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