Attract and retain talent internationally.
BrightPlan’s Financial Wellness Coach can provide financial guidance and benefits information in real-time, available 24/7 in the language the question was asked. This can increase your engagement, understanding, and differentiate your benefits offerings and help you recruit and keep the best employees possible.
Now, HR teams can deliver a consistent, country-specific experience.
Guidance provided by the Coach is up-to-date and in accordance with local and national regulations.
We work with financial advisors in over 50 countries to maintain an extensive network of experts ready to assist our users in everything from understanding local regulations to setting long term retirement goals.
International workers, just like your U.S.-based employees, want financial planning benefits.
BrightPlan makes it easier for you to provide them to everyone you hire, not just those in your backyard.
BrightPlan supports all your employees, no matter where they sit in the world.
Financial laws and regulations differ from country to country, but that doesn't mean your international employees should have a completely different experience from their U.S.-based counterparts.
BrightPlan works to make sure all clients have the same high standard of service.
Our fiduciary goal is to connect your people with the best financial advisors and goal-setting resources available.
You can offer BrightPlan Total Financial Wellness to all of your employees regardless of their location.
Bridging the gaps in accessibility.
BrightPlan is truly global, therefore there isn’t a need to purchase additional financial wellness benefits for your international employees.
BrightPlan’s relationships with international advisors mean your HR team won’t get caught up searching for country-specific benefits each time you hire an out-of-country employee. Additionally, your HR team needn’t study international laws and regulations in order to describe benefits and solutions.
Employee questions pertaining to financial wellness can go through BrightPlan and straight to a local, in-country advisor.
Supports DEI efforts without adding to the budget.
BrightPlan’s global reach isn’t simply for show.
We want to offer tailored insights and planning solutions for everyone. These insights are based upon a person’s habits and goals as well as their unique life experiences.
BrightPlan knows that there are many factors that influence aspects of a person’s life, that's why we're committed to tailored guidance that works for the individual.
Adding BrightPlan Total Wellness supports your diversity, equity, and inclusion efforts by treating your diverse employees as separate people, each with their own needs. Though we offer the same standard of excellence to everyone, we honor and appreciate diversity by providing relevant information and resources to promote equity amongst workers.
Tell me more about the Coach
BrightPlan’s patented Financial Wellness Coach provides financial guidance no matter where you live in the world and which language you speak. It is fiduciary in nature and provides real-time financial guidance, available 24/7. It leverages proprietary AI to provide responses. This technology is based on nearly 10 years of regulated and certified content, as well as visibility provided by employees into their financial situations and goals. If there is a preference or need to connect with an in-country advisor based on the question or request, the Coach will help the employee coordinate an appointment.
