Decrease turnover,
boost productivity
Decrease turnover,
boost productivity
Decrease turnover,
boost productivity
Decrease turnover,
boost productivity
Finley transforms the way your employees interact with their finances, making financial wellness simple and accessible.
Finley transforms the way your employees interact with their finances, making financial wellness simple and accessible.
Finley meets employees exactly where they’re at
Legacy Financial Wellness
Legacy Financial Wellness
Static educational content
Static educational content
Requires user to initiate action
Requires user to initiate action
Generic advice ("save 20% of income")
Generic advice ("save 20% of income")
Manual budgeting tools
Manual budgeting tools
Occasional workshops or seminars
Occasional workshops or seminars
Low engagement, high drop-off
Low engagement, high drop-off
Supportive, AI-driven insights
Supportive, AI-driven insights
Proactively surfaces opportunities and risks
Proactively surfaces opportunities and risks
Personalized to transaction history and benefits
No budgeting required, AI analyzes automatically
No budgeting required, AI analyzes automatically
24/7 conversational access
24/7 conversational access
75%+ of users report increased confidence and loyalty
75%+ of users report increased confidence and loyalty
3-Step Process
Launch in just days, not months
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
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.
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
Common questions from HR teams
How much does Finley cost?
Pricing is tiered by company size, and generally averages around $5 per employee per month.
What integrations are required?
None. Finley works out-of-the-box. Employees connect their own accounts (bank, credit card, investment accounts) directly in the app.
Is employee data secure?
Yes. Employee data is never sold to third parties.
How do we measure ROI?
Your customer success manager will provide quarterly reports showing engagement rates, 401(k) participation changes, and employee survey data (before/after financial stress metrics).
What if employees need more help than AI can provide?
Finley includes access to live coaches for complex situations, available via in-app scheduling.
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