Case Studies

Overcoming online banking fears with the Digital Helpline

Written by We Are Group | Oct 29, 2024 8:00:00 AM

Aileen, 64-years-old, had always managed her finances through the traditional banking method of attending her local branch. The shift towards digital services had been a cause for concern, making her worry about how secure it’d be to bank online and whether she’d be able to grasp using technology.

Because of this, Aileen felt left behind and was unable to fully trust or utilise online banking.

When visiting her local branch, Aileen was introduced to Lloyds Banking Group’s Digital Helpline, managed and delivered by We Are Group.

Upon calling the Digital Helpline, Aileen was booked with one of We Are Group’s Digital Skills trainers, Madeleine. Madeleine provided Aileen with comprehensive training that was specifically tailored to address Aileen’s concerns and improve her ability to use devices and the internet.

The training covered various aspects of online banking, such as setting up and managing her profile, making transactions, and understanding online security measures.

As well as this, Aileen was taught how to use search engines to find useful information and explore other online services.

Aileen found the training extremely informative and comforting as it equipped her with the necessary skills to safely use online banking.

She said: “I feel more confident and comfortable using the tablet.”

The training made her realise how convenient online banking can be, and she now feels secure knowing how to protect herself from potential online scams.

She also appreciated the patient and caring approach of her trainer, Madeleine, who gave clear explanations and was always willing to answer her questions.

Aileen is also pleased with the fact that she no longer needs to rely on her local branch's working hours and can now manage her finances from the comfort of her home.

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