AI-powered financial coaching your employees will actually use
AI-powered financial coaching your employees will actually use
AI-powered financial coaching your employees will actually use
Trusted by
Meet Finley
Proactive, personal, and available 24/7
Finley is an AI financial coaching app that your employees will actually want to talk to.
Automatic analysis
Connects with employee accounts, reads transaction history, & surfaces insights
Predictive coaching
Optimize benefits
24/7 personal support
Automatic analysis
Connects with employee accounts, reads transaction history, & surfaces insights
Predictive coaching
Optimize benefits
24/7 personal support
Automatic analysis
Connects with employee accounts, reads transaction history, & surfaces insights
Predictive coaching
Optimize benefits
24/7 personal support
Get employees to
stay longer and feel more valued
Get employees to
stay longer and feel more valued
of coached employees are more likely to stay with their employer
of coached employees are more likely to stay with their employer
say their employer cares about them because of Finley
say their employer cares about them because of Finley
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
3-Step Process
Launch in just days, not months
Finley handles end-to-end onboarding, launch comms, and employee support.
Approve your custom proposal
We’ll spin up a custom proposal based on your company size and specific needs
Approve your custom proposal
We’ll spin up a custom proposal based on your company size and specific needs
Approve your custom proposal
We’ll spin up a custom proposal based on your company size and specific needs
Approve your custom proposal
We’ll spin up a custom proposal based on your company size and specific needs
Onboard with the Finley team
We provide launch materials, email templates, benefits portal assets
Onboard with the Finley team
We provide launch materials, email templates, benefits portal assets
Onboard with the Finley team
We provide launch materials, email templates, benefits portal assets
Onboard with the Finley team
We provide launch materials, email templates, benefits portal assets
Employees start using Finley
You gain immediate access to actionable financial insights and coaching.
Employees start using Finley
You gain immediate access to actionable financial insights and coaching.
Employees start using Finley
You gain immediate access to actionable financial insights and coaching.
Employees start using Finley
You gain immediate access to actionable financial insights and coaching.
Employees start using Finley
You gain immediate access to actionable financial insights and coaching.
Bank-level security meets employee-first privacy
Bank-level
encryption
Bank-level
encryption
Read-only
access
Read-only
access
SOC 2 Type II
certified
SOC 2 Type II
certified
Privacy-first
design
Privacy-first
design
Ready to explore Finley?
Book your 30-minute demo to see the platform and get your a custom proposal.
Ready to explore Finley?
Book your 30-minute demo to see the platform and get your a custom proposal.
Ready to explore Finley?
Book your 30-minute demo to see the platform and get your a custom proposal.
Ready to explore Finley?
Book your 30-minute demo to see the platform and get your a custom proposal.
Ready to explore Finley?
Book your 30-minute demo to see the platform and get your a custom proposal.
A product of Financial Wellness Labs, Inc
A product of Financial Wellness Labs, Inc
A product of Financial Wellness Labs, Inc