Financial Finesse
Company Profile
Unbiased Financial Coaching
Live and AI-powered financial coaching that changes lives and delivers ROI – trusted by many of the world’s best-known brands.
Products and Services
Best-practices model includes:
- Our Financial Wellness Hub – personalized for each employee and integrating ALL company benefits.
- Unlimited access to experienced CFP® financial coaches trained on your benefits via phone, live chat, onsite workshops, and webcasts.
- Aimee, our AI-powered coach (named Best Personal Finance Platform of 2024 by the FinTech Breakthrough Awards). Plus, instant answers to any financial or benefits questions with safe AI-powered search.
- End-to-end support, from program design to results. We get to know your workforce, benefits, challenges, and objectives and build a tailored program including marketing, data and analytics, ROI analysis, and ongoing optimization.
Top 3 Benefits
- Customizable, benefits-integrated programs save you time and empower employees to maximize their comp and benefits.
- Seamless omnichannel coaching: Passionate and experienced CFP® financial coaches + market-leading AI.
- Tangible outcomes for your workforce, culture, and bottom line – backed by 25 years of results.
Learn More About
Emergency Fund Initiative Case Study
Aimee Impacts on Financial Wellness and Retirement Preparedness
