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New AI-Driven Financial Wellbeing Solution Unveiled by Addition Wealth

Business finance expert Addition Wealth launched the business-to-business financial wellness platform, catering to big corporations.

Fintech company, Addition Wealth, unveils AI-driven financial wellness platform
Fintech company, Addition Wealth, unveils AI-driven financial wellness platform

New AI-Driven Financial Wellbeing Solution Unveiled by Addition Wealth

Financial wellness specialist, Addition Wealth, has launched a B2B financial wellness platform designed to help large organizations provide personalized financial wellness experiences to their employees. The platform, which made its debut at platformFall 2024 in New York, is an AI-powered, fully customizable solution that caters to insurance providers, asset managers, retirement companies, private equity firms, and more.

The platform's key features include highly personalized financial guidance, comprehensive financial tools and education, seamless access to human financial advisors, integration with financial products, enterprise flexibility and branding, and data-driven insights for enterprises.

Personalized Financial Guidance

By leveraging AI and data insights, Addition Wealth's platform tailors financial guidance to each user's unique financial situations and goals. Whether it's retirement planning, student loan repayment, or starting a family, the platform offers tailored advice to help employees make smarter decisions about their money.

Comprehensive Financial Tools and Education

Users gain access to a wide range of financial tools and educational content. This includes budgeting, savings support, employee benefits navigation, debt reduction, tax assistance, home buying, education savings, equity compensation advice, interactive courses, and tailored educational content.

Seamless Access to Human Financial Advisors

Employees receive free, unlimited access to certified financial professionals for personalized advice on any financial topic. This reinforces the support beyond digital tools, providing a more holistic approach to financial wellness.

Integration with Financial Products

The platform supports embedding financial products like student loan assistance, emergency savings accounts, and tax filing services, enhancing practical benefit offerings to users.

Enterprise Flexibility and Branding

Organizations can tailor the experience according to their business objectives. They can either leverage Addition Wealth’s content and advisors or integrate their own tools and advisors, enabling co-branding or white-label deployments.

Data-Driven Insights for Enterprises

Addition Wealth also provides enterprises with data-driven insights to deepen audience relationships by anticipating life events and delivering timely, relevant financial solutions.

The benefits for enterprises include the ability to improve employee financial wellbeing, which can reduce financial stress, enhance productivity, and strengthen employee engagement. Additionally, enterprises can deepen relationships with their audiences by offering highly relevant, scalable financial wellness solutions personalized to individual employee needs.

Addition Wealth's Founder and CEO, Ana Mahony, expressed her excitement about the platform's launch and its potential to provide financial tools to everyone. The platform is already live with financial institutions in the Fortune 500.

The platform employs a hybrid strategy toward financial wellness, combining human experts with digital tools, resources, and content. This approach provides a stronger foundation than either an all-human or all-digital approach alone.

Financial institutions interested in the platform can choose to deploy their own financial wellness products, content, and advisors, or rely on those provided by Addition Wealth. The platform matches each person's unique situation and goals with the tools and insights they need, whether planning for retirement, having a baby, or paying off student debt.

Addition Wealth is headquartered in New York and was founded in 2021. The technology integrated into the platform supports financial solutions such as student loan assistance, emergency savings, and tax filing services.

In summary, Addition Wealth’s platform combines AI-driven personalized financial guidance, rich educational content, seamless advisor access, and flexible enterprise integration to deliver comprehensive financial wellness at scale, benefiting both employees and their employers.

The AI-powered platform by Addition Wealth offers personalized financial guidance, leveraging technology and data insights to provide tailored advice on diverse topics such as retirement planning, student loan repayment, and family planning. (personal-finance, AI, technology)

By integrating with financial products like student loan assistance, emergency savings accounts, and tax filing services, the platform aims to enhance practical benefits offered to employees, creating a more holistic approach to financial wellness. (business, finance, technology)

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