Case Studies


Creating a digital journey for people seeking debt advice

PayPlan is one of the UK’s largest free debt help provider a range of solutions, including Debt Management Plans and Individual Voluntary Arrangements (IVAs). PayPlan’s aim is to help ordinary people to live comfortably whilst becoming debt-free.

Delivering digital tools to help customers in financial difficulty

Digital bank, Zopa, wanted a more efficient and accurate way of assisting loan and cards customers in financial difficulty who required repayment plans. Previously, agents had to send a form to customers to print out, complete, scan and email back – a lengthy and laborious process for both parties.

Delivering Open Banking services with Credit Kudos

We’ve been working with Credit Kudos since 2018 to deliver a more secure and efficient way for customers of banks, building societies and lenders to provide financial information during their income and expenditure (I&E) reviews using Open Banking

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Speeding up mortgage applications with digital affordability reviews

Clever Mortgages provides a comprehensive range of mortgages and protection, but specialises in working with those who have bad credit, debt or other more difficult areas.

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Award-winning digital journeys for NatWest Group

NatWest Group approached Paylink to develop end-to-end digital journeys segmented by product type, such as overdrafts, mortgages and credit cards. NatWest Group wanted these journeys to integrate with its AI chatbot, Cora, to give customers access to tailored outcomes.

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The move to digital affordability for Santander

Santander was, on average, manually attempting to complete over 8,000 affordability assessments per month across its mortgage and unsecured lending products. Staff were using a spreadsheet process to complete affordability assessments, which was time consuming and laborious.

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