Financial Finesse

Check out the latest episode of Financial Wellness at Work.🎙️ Join host Julie Everett, Financial Coach Alesha Isaacs, CFP®, and our guest, Majd, to hear how having a #financialcoach helped Majd prepare for a cross country move for work with confidence. If you've ever moved across state lines, you'll relate. “[With Financial Finesse] I just feel empowered in the sense that if I need help with something, I know that there’s someone to turn to, and I know there’s someone that’s going to take the time to explain things in a simple way.” — Majd [14:33] “[Working with Financial Finesse has] changed things in the fact that I know that I have someone that I can trust.” — Majd [14:03] Listen here 👇 https://lnkd.in/ggv8gx56

Big thanks to William Tincup and Ryan Leary from WRKdefined for featuring our founder and CEO, Liz Davidson, and OfColor founder, Yemi Rose, on the "You Should Know" podcast. With our recent acquisition of OfColor, we've enhanced our ability to deliver deeply personalized coaching and content to boost employee financial wellness, reduce workplace stress, and drive impactful #DEI initiatives. Tune in to hear Liz and Yemi discuss how companies can empower employees, foster inclusion, and change lives and workplaces at scale. https://lnkd.in/g4W2pW7v

Happy to see our VP of AI and Integrations, Edwin Jongsma, published by The Cloud Awards. Check out his op-ed, "Enhancing the World of Finance Through Safe and Responsible AI," for his perspectives and to see how Financial Finesse is leading the way. "The best way to guarantee that this technology is created safely is for the technology to be built on a closed loop model and for the human to remain in the loop."

We had a great time at the Benzinga Fintech Deal Day conference and Global Fintech Awards yesterday in NYC! We're proud to share that in recognition of Aimee, our AI-powered virtual financial coach, Financial Finesse was a named a winner! Thanks to Benzinga for highlighting our efforts to positively shape the future of #Fintech, and to change financial lives at scale -- and congrats to all of the amazing companies honored this year.

Honored to share that Financial Finesse took home the US FinTech Award for “Personal Finance Tech of the Year” last night! 🚀 The award recognizes Aimee (Artificial Intelligence Motivating Employees Everywhere), the only AI-powered virtual financial coach to diagnose employees' most significant financial challenges and provide them with concrete action steps, deliver deeply personalized and ongoing financial guidance, and provide instant answers to any financial questions that users can trust implicitly. With Aimee, we're delivering deeply personalized #financialcoaching at scale and changing more financial lives than ever before. Congrats to all of this year's winners and nominees and thank you to the US FinTech Awards for putting a spotlight on our work. #fintech #employeebenefits #USFinTechAwards

UPDATE: We're happy to share that Financial Finesse has acquired the OfColor business. OfColor is a bold #financialwellness platform that leverages culturally relevant content and coaching to empower employees of color to improve their financial well-being and build wealth.  The acquisition furthers our commitment to changing the financial lives of employees facing serious financial stress, a group where employees of color are disproportionately represented. OfColor's culturally relevant content and expertise around group and individual coaching will accelerate our ability to positively impact employees of color as part of our broad-based employer-sponsored financial coaching programs. "We are thrilled to officially welcome OfColor into the Financial Finesse family. It is our position that for a workplace financial wellness program to be successful, every employee needs to feel seen, heard, and understood—regardless of race, gender, age, income, or any other factor. OfColor's exceptional content and education for employees of color are key to a larger strategy in advancing our deeply personalized coaching experience and driving better results for the employers who use our services." — Liz Davidson, CEO and founder of Financial Finesse

Happy to share that our AI Team has been named a 2024 Banking Tech Awards finalist in the “Tech Team of the Year” category! The award recognizes the team's work on Aimee (Artificial Intelligence Motivating Employees Everywhere), the only AI-powered virtual financial coach designed to diagnose employees' most significant financial challenges and provide them with concrete action steps, deliver deeply personalized and ongoing financial guidance, and provide instant answers to any financial or benefits-related questions that users can trust implicitly. Congrats to all the innovators recognized this year and thank you to the Banking Tech Awards. View the full list here 👇 https://lnkd.in/guWcaDBc

Check out the latest episode of Financial Wellness at Work.🎙️ Join host Julie Everett, Financial Coach Linda Robertson, and our guest, Jill, to hear how having a #financialcoach helped Jill prepare for #retirement with confidence. “[It’s important to know your lifestyle, health, and] what you’re going to need because the calculators are great but you have to input information into them – You need to take some time and evaluate what you want your retirement life to look like.” — Jill [17:51] “No matter where you are in your financial life, there are always things you can do to get caught up.” — Linda Robertson [20:11] Listen here 👇 https://lnkd.in/gWcxNtfu

Looking forward to seeing Greg Ward, CFP and Director of our Financial Wellness Think Tank™ in conversation with Susan Caminiti, CNBC Content Editor, at the CNBC Workforce Executive Council tomorrow! Greg and Susan will discuss the #ROI of benefits including the latest trends, what the next generation wants most from their employers, engagement challenges, and what’s not worth a company’s investment. #CNBCCouncils #CNBCWEC #employeebenefits #financialcoaching

Honored to share that Aimee (Artificial Intelligence Motivating Employees Everywhere), our AI-powered virtual financial coach, was named a winner in the 2024 A.I. Awards program in the "Best Use of AI-driven Personalization" category today! 🚀 "[Financial Finesse's] approach to AI-powered financial coaching is transformative, helping employees reduce financial stress, build resilience, and make real progress toward their goals," said AI Awards Judge, Dave Newton. "The A.I. Awards Judging Panel thought this was a standout example of how AI can revolutionize financial wellness in the workplace while driving ROI for employers." #financialcoaching #employeebenefits #ai #safeai See more here 👇 https://lnkd.in/gU5j7VPK