We Are Gretel

Thanks to Dana Leigh for covering our thoughts on how unlocking dormant assets would be a transformative move for the chancellor to make in the budget tomorrow. #budget24 Unlocking the £89 billion tied up in lost and dormant assets is a low-cost, high-impact opportunity for the government to support communities and drive economic growth without burdening the public purse. In just four years, the UK has seen a 44% increase in lost and dormant accounts, now totaling 28 million – funds that could deliver an average of £2,200 per person during the cost-of-living crisis. With stronger incentives for companies to participate, we could reunite millions of people with their assets, providing immediate financial relief or, when owners cannot be traced, redirecting funds to community projects in need. https://lnkd.in/eiiPPYR4

A big thank you to MoneyAge and all the people who voted Gretel Consumer Champion 2024 at the MoneyAge Awards last night.    In the age of Consumer Duty, to win this award is such an honour and a real testament to how we help our clients across the industry improve accessibility and deliver positive impact for their customers.    At We Are Gretel, our mission has always been to make the discovery of forgotten assets as simple and accessible as possible for consumers.    We are grateful for the ongoing support and collaboration with the regulator, industry bodies, financial services providers, and the media. It is through these partnerships that we can consistently communicate the benefits of our approach and drive positive change in the industry. Congratulations to all the other winners, including Carla Mandis from Zurich Insurance and Adam Marks, Chris Woodford and Anna Masica from Fintex Capital. Together, we are shaping the future of financial services.

A big thank you to MoneyAge and all the people who voted Gretel Consumer Champion 2024 at the Money Age Awards last night.    In the age of Consumer Duty, to win this award is such an honour and a real testament to how we help our clients across the industry improve accessibility and deliver positive impact for their customers. We are grateful for the ongoing support and collaboration with the regulator, industry bodies, financial services providers, and the media. It is through these partnerships that we can consistently communicate the benefits of our approach and drive positive change in the industry. Congratulations to all the other winners, especially Zurich Insurance, Carla Mandis and Fintex Capital, Adam Marks, Chris Woodford and Anna Masica. Together, we are shaping the future of financial services

A big thank you to Justin Basini, CEO of ClearScore, for highlighting Gretel as a fintech walking the talk as a fintech looking to do the right thing for its members and wider community at the recent Innovate Finance "FinTech as a Force for Good" conference. We’re proud to be part of Pledge 25, driving positive change in financial services together. Great work, ClearScore team! #Fintech4good #Innovation #Pledge25

Thanks to Investment Week for highlighting our partnership with Jupiter Asset Management and Janus Henderson Investors which marks a significant milestone in our efforts to lead the industry in reconnecting consumers with their lost wealth.   These trailblazing partners are setting a new standard for asset managers at a time when legacy assets are now in the spotlight as they fall into the regulator’s scope for Consumer Duty. https://lnkd.in/egbjEVTb

The 2025 Fintech Pledge has published its first Impact Report ✅    Zopa Bank and ClearScore launched the Pledge two years ago to help improve consumers' financial resilience. The Pledge is quickly achieving its goal through a huge range of impacts outlined in our NEW report 👉🏼 https://lnkd.in/dkwJcJ8g     We’re very proud to be working with an outstanding cohort of companies, charities and tech enablers dedicated to making a difference.    Want to get involved? Get in touch via join@pledge2025.org    #FintechPledge2025 

In our latest article we look at why the role of company secretaries in helping investors find lost shares is more important than ever. Company secretaries are the linchpin of corporate compliance, ensuring that boards operate within the boundaries of the law and uphold the highest standards of corporate governance. One critical area where they can make a significant impact is in helping investors recover lost shares and dividends or unclaimed corporate actions proceeds. #companysecretary #lostshares

The Financial Conduct Authority’s new Consumer Duty rules will bring forgotten financial assets back into focus. Financial firms must ensure they deliver good outcomes and prioritizing reconnecting with lost customers will be an essential step to compliance. Discover how this impacts dormant accounts and why reuniting with lost assets has never been easier. Read more https://lnkd.in/eirD9VBB

Traditional banks are under pressure to adapt, and fintech partnerships are a key strategy for success in this latest article from Forbes. Looking at how fintechs are enabling traditional banks to catch up with their digital-first counterparts. It's a must-read for anyone looking to understand the future of banking and the pivotal role Gretel is playing. Our solutions empower banks to improve customer experiences, and stay competitive in a rapidly evolving market. https://lnkd.in/gpekE2Xc Let's continue to drive innovation and collaboration in the financial industry

We're delighted to share the news that the 2025 Fintech Pledge has now achieved more than 15m actions towards its 25 million actions goal!🏅 Gretel has been part of this awesome initiative since October 2023 and we're proud to be doing our part to help UK consumers weather the financial storms that have hit as a result of the cost of living crisis. The Pledge helps UK consumers strengthen their financial resilience by driving unprecedented cross-industry collaboration and connecting consumers to financial technology platforms that: ➡ make savings work harder, ➡ improve credit scores, ➡ manage and consolidate debts, ➡ lower bills and household outgoing costs, and ➡ determine if they are entitled to benefits and financial aid. More than 55 businesses have joined the campaign, with seven new companies coming on board this year. This year, Zopa Bank, ClearScore and The Money Charity also brought on more lead partners, including Money and Pensions Service, Policy in Practice and StepChange Debt Charity to lead the bills, benefits, and debt pillars respectively 🚀 You can find out more about the 2025 Fintech Pledge ➡️ pledge2025.org