Ecosystem partners
Monetise your customer base
Partner with Lifecheq to transform your customer relationships into valuable financial services opportunities, while still owning the entire customer experience, under your brand
Who we partner with
Lifecheq works with a variety of ecosystem partners to unlock new value
Fintech platforms
Digital banks, payment providers, and financial apps seeking to add financial advice and product distribution to their offering
Examples:
Digital banks
Payments and merchants businesses
Personal finance fintechs
Embedded insurance partners
E-commerce platforms, travel companies, and other businesses looking to embed financial products into their customer journeys, with high levels of monetisation through advisor upsell
Examples:
Retailers and telcos
Gig-economy platforms
E-commerce platforms
Travel sites
Automotive companies
Health & wellness apps
Health tracking, wellness, and lifestyle applications seeking to monetise their user base with relevant financial products
Examples:
Fitness trackers
Telemedicine platforms
Wellness apps
Employee engagement apps
Unlock new revenue streams
Create additional value from your existing customer relationships
Grow with your existing customers
Grow revenue from your existing customer base by connecting them to holistic financial advice and a broader product range — through your adviser network, powered by our platform.
Enhanced value proposition
Give your customers access to comprehensive financial planning, not just products. Advisers equipped to deliver holistic advice retain more clients and deepen relationships over time.
Seamless integration
Built to work within your existing technology environment. Flexible integration options with a dedicated team managing every step — from assessment through to go-live.
Flexible integration options
Choose the integration approach that works best for your business
01
API integration
02
Widget embedding
03
Referral portal
Revenue sharing model
Our partnership approach ensures mutual benefit through a clear revenue sharing model:
% share of advisor commission from closed sales
Volume-based scaling: Increased share percentages for higher volumes
Transparent reporting: Clear visibility of all transactions and earnings
Partnership journey
A structured path to successful integration
01
Assessment
We learn your business first. We review your distribution model, customer base, technical setup, and stakeholder requirements to make sure the solution we build is the right one.
2 weeks
02
Design
We map the solution together. Workflows, integration approach, revenue model, and a phased rollout plan — all aligned with your team before a single line of code is written.
3 weeks
03
Integration
We configure the platform, connect to your core systems, and build out end-to-end workflows covering quoting, compliance, fulfilment, and reporting. Timeline depends on integration depth.
4 - 12 weeks
04
Testing
Real users, real tasks. We run user acceptance testing, validate workflows end-to-end, and fix any issues before go-live — so your team is confident from day one.
2 - 3 weeks
Frequently asked questions
Find answers to common questions about partnering with Lifecheq.
