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.
Simple, relatable approach: We have an uncanny ability to simplify complex financial topics in a way that connects with employees. Solution focused coaching: We don’t just give general advice. We offer human led, personalized coaching that helps employees solve their immediate stressor. Trust: Our roots in education and independence from financial products builds trust with employees. Today, most financial wellness providers offer tech-only platforms to reach the masses. They believe employees can reduce financial stress by visiting a site, taking an assessment, watching videos and utilizing tools. We think differently. We know people want to talk to someone when they’re stressed about money. They don’t want to be judged. They want you to meet them where they are and build from there. SmartPath’s live classes, content and personalized coaching do exactly that in way other providers can not replicate. Our Financial Wellness solution gives employees anytime, anywhere, access to a dedicated financial coach. With SmartPath, employees get strategic advice, access to curated financial content, digital tools and a specific plan built around their lifestyle. If you’re serious about helping your employees get a grip on money (and be happier at work and home!) we’re serious about partnering with you.Get More Info
SmartPath Customer Success Story.pdf
2020 SmartPath Info Sheet.pdf
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