Meet Aimee — your employees’ AI-powered financial coach.
Aimee is the only AI-powered virtual financial coach built on 25 years of live coaching expertise and backed by human oversight at every step.
Financial Finesse coaches are at the core of everything Aimee does — their knowledge, proven strategies, and behavioral science insights power every interaction, scaling personalized financial coaching to every employee, everywhere.
Aimee delivers the experience of a trusted, certified coach, at scale.
Compassionate
Aimee engages each employee with empathy, meeting them in real financial moments — from debt stress to retirement readiness — with personalized guidance rooted in their actual situation, not one-size-fits-all responses.
Efficient
A brief Financial Wellness Assessment gives Aimee what it needs to generate each employee’s unique Financial Wellness Score™ and a personalized Action Plan built around their goals, their benefits, and their life stage.
Action-oriented
Aimee doesn’t just offer guidance, it acts. Action Plans turn financial complexity into clear, attainable steps, and Aimee proactively surfaces relevant benefits at exactly the right moment, so taking action feels effortless.
Aimee keeps employees engaged and coming back.
Personalized
Every interaction teaches Aimee more. The more employees engage, the more precisely Aimee tailors guidance to their goals, benefits, and financial realities — across countries, languages, and cultures.
Gamified
Financial Wellness Scores update in real time as employees take action. Progress is visualized and celebrated at every step, turning stress about finances into accomplishment and momentum.
Motivating
Aimee proactively nudges employees from intent to action, adapting as their financial situation and life stage evolve, and connecting them to a live financial coach whenever a moment calls for human guidance.
Aimee removes the barriers between employees and financial action.
Benefits integrated
Aimee surfaces each employee’s specific benefits at precisely the moment they’re needed — increasing awareness and utilization. An action step around retirement savings, for example, can include direct access to the employee’s retirement plan.
To the point
Employees can ask Aimee any personal finance or benefits question and receive an instant answer drawn exclusively from content developed by Financial Finesse’s credentialed coaches and the employee’s own benefits documentation — ensuring safety and accuracy.
Seamless
AI coaching is most powerful when connected to human coaching. When a situation calls for a human conversation, Aimee hands off seamlessly to expert coaches so employees move between AI and human guidance without losing context or momentum.