What happens when employees receive independent, live and AI-powered financial coaching
Data from the Financial Finesse Financial Wellness Think Tank™ shows that unbiased, personalized financial coaching helps employees reduce financial stress, improve job satisfaction, and maximize their pay and benefits.
Over
2.5M
employees supported globally through financial coaching
Employees who receive financial coaching make better use of their benefits:
86%
of users report increased benefits satisfaction
Employee satisfaction with financial coaching:
91%
NPS Score
Financial coaching significantly reduces employee financial stress:
54%
of users initially reporting high financial stress improve to low or no stress
Personalized financial coaching helps employees improve credit outcomes:
72%
of users who report low credit scores go on to boost their score to at least 740
Financial coaching enables employees to build emergency savings:
81%
of users with little/no emergency savings fully-funded their emergency savings account
Serving more than 20,000 employers globally
Human coaching. Safe AI. One benefit.
Financial Coaching + Financial Technology
Every employee gets unlimited access to certified financial coaches and AI-powered guidance—tailored to their real financial decisions, benefits, and life stage.
Financial Finesse reduces employee financial stress and drives measurable improvements in productivity, engagement, and benefits ROI. At scale, with no extra work for HR.
Our Platform
Financial Finesse’s integrated platform brings together live CFP® professionals (or in-country equivalents), AI-powered guidance, and personalized tools—localized to each employee’s country, language, and benefits—to help employees move forward at scale, with measurable results.
One place for employee wellness
A personalized financial coaching hub for every employee
The Financial Wellness Hub is a single, integrated experience where employees access live financial coaching, AI-powered guidance, and personalized tools—built around their goals and their life stage.
Includes:
- Unlimited access to live CFP® and equivalent credentialed coaches, plus Aimee, the AI-powered virtual financial coach
- Employer benefits fully integrated, so employees discover and use all that is provided to them
- Interactive tools, calculators, and life‑event guides that reinforce coaching conversations and next steps
Unlimited human connection
Live financial coaching
Employees have unlimited access to experienced financial coaches who provide unbiased, one‑on‑one guidance for real financial and benefits decisions—with no product recommendations or sales, ever.
All U.S. coaches are CFP® professionals. Global coaches hold equivalent, locally recognized certifications.
Includes:
- Dedicated employer coaching line and secure chat with live coaches in the U.S.
- Easy-to-schedule appointment-based coaching globally
- Live workshops and webcasts tailored to employee needs
Always‑on AI coaching
Aimee AI
Aimee anticipates employee needs, surfaces benefits they didn’t know they had, and helps complete critical financial steps before they get lost in daily life. Built on the wisdom of Financial Finesse coaches, with human oversight at every step.
Includes:
- Personalized action plan and Financial Wellness Score™ tied to real goals
- Instant answers to any personal finance and benefits questions
- Proactive nudges that move employees from intent to action
- SmartBenefits API: to embed the Aimee AI experience inside existing recordkeeper sites, benefits portals, and internal tools
End-to-end support
From program design to measurable results
Dedicated experts partner with you to design, launch, and continuously optimize your financial coaching program—driving meaningful employee engagement and measurable business outcomes.
Includes:
- Program design tailored to workforce needs, benefits, and goals
- Targeted employee communications and change‑management support
- Ongoing data, reporting, and ROI analysis tied to employee outcomes
- Continuous optimization informed by coaching insights and workforce trends
We’ve got the world talking.
Financial Finesse
Founder and CEO, Liz Davidson, on AI
watch
2024 Winner: Best
Personal Finance
Platform
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It’s Time to Prioritize Employees’ Financial
Health
Read
Financial Wellness is
Key to Good Mental & Emotional Wellbeing
Read
For EMPLOYEES
Do I have Financial Finesse?
Over 20,000 employers offer their employees unlimited access to our financial coaching solutions at no cost as an employee benefit. Enter your company email address to find out if your employer offers Financial Finesse, too.