AI TOOL PROFILE
Questis: Employee Financial Wellness Platform
- Finance and Accounting
- Financial Planning
- Mid-market companies
- Enterprise organizations
- HR and Benefits managers
- Companies focusing on employee retention
Pricing
Pricing is $5 per employee per month for 50-500 employees and $3.50 per employee per month for 501-1000 employees, plus a launch fee. Enterprise quotes are available for 1,000+ employees.
At a glance
- Best for
- Mid-market companies, Enterprise organizations, HR and Benefits managers, Companies focusing on employee retention
- Key use cases
- Personalized Financial Planning, Life Transition Support, Employee Benefit Optimization, HR Wellness Insights
- Official website
- Visit questis official website
How AI is used
Questis is a financial wellness platform designed for employers to offer their staff professional financial guidance and tracking tools. The system combines a digital app for budgeting with direct access to certified financial coaches.
It is built for mid-market and enterprise companies that want to provide a benefit focused on financial health. The platform supports employees in managing daily spending, planning for major life events, and creating long-term financial roadmaps.
HR managers can access anonymized, aggregated data to understand the general financial well-being of their workforce without seeing individual employee details. This helps leadership identify broad trends and adjust company benefits.
Buyers should confirm if the per-employee pricing and required launch fees fit their benefits budget and if the implementation process aligns with their internal onboarding timeline.
Key Features
Unlimited 1:1 Coaching
Employees have ongoing access to AFC Certified coaches for personalized financial guidance.
Budgeting Assistant
A digital tool that helps users plan, track, and adjust their spending in real time.
Account Aggregation
Provides a consolidated view of various financial accounts within a single dashboard.
Workforce Reporting
Offers employers anonymized and aggregated insights into the financial health of their team.
Investment Tracking
Tools designed to help employees monitor their investments and progress toward goals.
Use Cases
Personalized Financial Planning
Employees work with coaches to create custom action plans for budgeting and debt management.
Life Transition Support
Supporting employees through major events such as buying a home or starting a family.
Employee Benefit Optimization
Helping staff understand and make choices regarding their existing company benefits.
HR Wellness Insights
Using aggregated data to identify workforce financial stress trends for leadership.
FAQ
Is employee financial data shared with the employer?
- No, individual employee data is not disclosed to employers; reporting is provided as anonymized and aggregated data.
Can employees use the coaching sessions outside of work hours?
- Yes, most sessions are conducted outside of work hours, allowing employees to involve spouses or family members.
What is the pricing structure for Questis?
- Pricing is tiered by employee count: $5 per employee/month for 50-500 employees and $3.50 per employee/month for 501-1,000 employees, both requiring a launch fee.
Source category: Finance & Accounting
Source subcategory: Financial Planning
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