SmartPath was founded in 2010 when Alok Deshpande left his career at Bain & Company to teach personal finance. The venture was a direct response to the financial crisis with the vision of helping middle class families make better financial choices without selling products or being paid commissions. To this day, SmartPath does not generate revenue from financial products. Instead, SmartPath provides the following:
Financial Coaching: People need accountability to get on track with their finances. Accordingly, SmartPath offers structured telephonic, personalized financial coaching. Employees work with a coach on one of our to set their financial goals and stay accountable. Coaching occurs over the phone, chat, text and email and covers the range of life events and financial stressors from student loans to retirement readiness.
Weekly Financial Education: SmartPath offers 40+ unique financial education courses. These courses are delivered live (onsite or webinar) or pre-recorded on our client portal. These sessions consistently receive 90%+ NPS and are considered the best in the industry.
Digital Tools & Mobile App: SmartPath launched a unique budgeting app and client portal that creates high awareness of each financial decision your employees make.
Create a free account to instantly unlock full reviews breakdown and to read reviews.
You must be a registered user of Shortlister to access this information .
To access these documents, claim a free account.