Introducing AI-Empowered Financial Wellness Hub by Addition Wealth
New York Debuts Addition Wealth's B2B Financial Wellness Platform
Financial wellness firm, Addition Wealth, unveiled its new B2B financial wellness platform at the platformFall 2024 in New York. The platform is designed to help large businesses offer financial wellness experiences to their employees at scale.
The AI-powered platform is flexible and configured to each business and user, delivering dynamic, tailored financial guidance. It leverages artificial intelligence to help employees explore financial topics, learn more about managing their money, and get real-time, actionable insights to improve their financial wellbeing.
The platform combines expert human guidance, AI-powered personalization, and intelligent financial tools. It provides end-users with access to personal finance tools, tailored educational content, interactive courses, and human financial guidance. The platform supports integration with various financial products and services, including student loan assistance, emergency savings, and tax filing services.
Addition Wealth's VP of Marketing, Hally Peck, demonstrated the platform's capabilities at the conference in New York. The platform helps employees with financial decision-making, including budgeting, debt management, retirement planning, and home buying.
The platform is available as either a white-label or co-branded solution. This allows enterprises to configure the financial wellness experience to align with their unique business objectives and brand identity.
Addition Wealth's Founder and CEO, Ana Mahony, announced the launch of the platform on her LinkedIn page. She stated that by partnering with organizations with significant distribution, they can reach and impact millions of individuals. The platform is already live with financial institutions in the Fortune 500.
Enterprises can leverage their own financial tools, products, content, and advisors or use those provided by Addition Wealth, offering adaptable integration options. The platform is designed to match 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's platform enables businesses to provide financial wellness experiences tailored to their specific objectives. This deepens enterprise relationships by engaging their audiences with relevant financial solutions and insights at the right moments, enhancing user engagement and enterprise reach.
The platform is part of Addition Wealth's hybrid strategy toward financial wellness, using both human experts and digital tools, resources, and content. By partnering with organizations with significant distribution capabilities, Addition Wealth aims to improve the financial confidence and well-being of millions of individuals.
The financial wellness platform launched by Addition Wealth, designed for businesses, caters to personal finance management through AI-powered guidance, educational content, and human advice. Its hybrid approach integrates technology with wealth management services, such as student loan assistance, emergency savings, and tax filing, to enhance users' financial well-being.
