Your ally in helping employees bring their best and most productive selves to work by reducing financial stress.
Personalize Your Guidance for Your Global Workforce
The patented BrightPlan Financial Wellness Coach now provides real-time 24/7 personalized guidance to employees, accessible in their pocket and fully supporting them, wherever they may live. Help your employees bring their best and most productive selves to work, building engagement and supporting a best-in-class workplace culture.
Built to deliver personalization at scale.
The AI Coach empowers employees around the world–no matter what language they speak–with immediate personalized and localized financial guidance for their unique financial situation and goals.
Maximize benefit adoption and usage.
The AI Coach plays a critical role in personalizing your overall benefit strategy by creating one integrated place for accessing all of your company benefits information. In response to relevant employee questions, the AI Coach drives more visibility and benefits adoption.
Streamline HR processes by reducing workload.
Since the AI Coach can provide company benefit information and relevant links in real time to employees, it can reduce the number of inbound benefits-related and financial assistance questions your HR team receives and improve the employee experience.
HR teams can deliver a consistent, country-specific experience.
Guidance provided by the AI Coach is up-to-date and in accordance with local and national regulations. It also accounts for the nuances in company benefit offerings provided in different countries to help alleviate the HR team’s inbounds and connect employee’s financial situations and guidance directly to the benefits that can help. .
Leverage Proprietary Expert Content for Peace of Mind
The AI Coach is powered by nearly a decade of expert guidance, all while being up-to-date on local and national regulations. With the AI Coach, employees get unbiased financial guidance that is 100% in their best interest, focusing solely on their financial success.
Targeted Data Insights
You will receive aggregated anonymous data on your employees’ questions from the AI Coach to help you provide additional value with your people strategies and targeted communications. You will not see or have access to employees financial information, situations or anything that would indicate an employee by name.
What is BrightPlan's Financial Wellness Coach?
Finances can be confusing. Strong guidance can unlock incredible opportunities, but bad advice can have serious financial consequences for employees. The patented BrightPlan Financial Wellness Coach provides real-time 24/7 personalized guidance that acts in your best interest and nobody else's.
How do I get the best answers from the Coach?
The more users share, the more beneficial the AI Coach’s responses will be for users. In BrightPlan, they can complete their profile, link financial accounts (banks, credit cards, investments, loans, etc) and set the financial goals they want to achieve. By providing this information, the AI coach will personalize its responses based on the user's financial situation with its guidance.
Is my personal data secure in BrightPlan and with the Coach?
Absolutely. We prioritize privacy and security. All personal data is encrypted and stored securely. We adhere to strict data protection regulations and use advanced security measures to prevent unauthorized access.
Employers will not have access to employees financial information, situations or anything that would indicate an employee by name. Users' financial information is personal. User’s data is solely provided to personalized financial guidance and improve financial well-being. The AI Coach has read-only access to your accounts, and only for the purposes of responding. It will never share, sell, send, or otherwise release anything about your financial goals or situation.
How do I know it will give accurate and reliable answers?
This is a common question everyone has when seeking financial guidance whether it is from a financial advisor, 401(k) provider, friend, family member, colleague, social media platform, search engines like Google or openAI like ChatGPT.
The differentiator for BrightPlan’s Coach is it acts in your employee’s best interest and nobody else's. This means that BrightPlan isn’t providing guidance to sell other products, investments, or anything else. The AI Coach is only focused on supporting each employee’s financial success.
With answers from the AI Coach, each user can help train it to their preferences by giving it a thumbs up for great advice or thumbs down for missing your mark. It will incorporate the feedback in future responses to make it as helpful as possible.
See the AI Coach in Action
Disclosure:
1. BrightPlan 2024 Wellness Barometer Survey
BrightPlan’s offerings may vary by country and employer.