We help low and mid-wage workers with all matters of their financial lives. The range of services we offer is broad. We cover everything from bankruptcy to investing for retirement. We offer the service at no cost to the employee, as an employer paid benefit. Our target customers are those Fortune 500 employers who invest in their employees. We help employers to create a more engaged and appreciative workforce. We sell directly to employers and we distribute our services through leading 401k record keepers.

Some specific elements of the product experience:

Engagement programs and infrastructure to understand the needs of individuals employees so we can target offers of help to them at the right time, or the right topic so they are more likely to take the help offered.

Human coaches to support sensitive personal finance topics. Coaches will create personal action plans to sequence the next helpful action for the employee.

Digital experience serves self-motivated employees and is...
We help low and mid-wage workers with all matters of their financial lives. The range of services we offer is broad. We cover everything from bankruptcy to investing for retirement. We offer the service at no cost to the employee, as an employer paid benefit. Our target customers are those Fortune 500 employers who invest in their employees. We help employers to create a more engaged and appreciative workforce. We sell directly to employers and we distribute our services through leading 401k record keepers.

Some specific elements of the product experience:

Engagement programs and infrastructure to understand the needs of individuals employees so we can target offers of help to them at the right time, or the right topic so they are more likely to take the help offered.

Human coaches to support sensitive personal finance topics. Coaches will create personal action plans to sequence the next helpful action for the employee.

Digital experience serves self-motivated employees and is also the framework to maintain ongoing accountability to the coach created action plan.

The digital experience includes financial assessments (across a number of dimensions), automatic savings tools, automatic debt payment tools, credit score management, among other tools and helpful educational content.
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