Clever Finance provides personalized financial guidance to reduce financial stress among your workforce and improve employee engagement with your business priorities.
We don’t sell financial products, provide investment advice, or receive referral fees from any third parties. So you can be confident that our interests are fully aligned with your employees’ needs and your company’s values.
Using a simple, 10-minute questionnaire we identify what matters most and deliver a personalized, easy-to-understand plan with step-by-step suggestions for savings, spending, debt, and more.
Are you concerned that your retirement plans, HSAs, and other benefit programs aren’t getting the reach and impact you’d like? Clever Finance will make sure your employees take full advantage of these valuable resources.
Our Clever Coaches, up to and including Certified Financial Advisors, can work directly with your employees to put their Financial Wellness Plans into action, build better financial decision-making skills, and address concerns in a positive, empathetic way.
After every conversation with a Clever Coach, employees get an updated Action Plan with specific to-dos and timelines. Coaches continue to check in with employees over time to track progress, answer questions, or continue helping build financial confidence.
You need to know that your investment in financial wellness is making a real difference for your employees and for your business. That’s why we provide Employee Engagement and Outcomes reporting that shows the impact we’re having.
While Clever Finance never shares confidential details about individual employees’ financial situation, we provide comprehensive reporting including:
Rolling out a financial wellness program with Clever Finance is a simple, 4-step process:
We'll tailor our focus to what matters most for you and your employees.
Be sure to include your employee eligibility requirements.
Having strong advocates—both execs and front-line leaders—is vital.
We’ll work together on a plan that considers your other business priorities.