Financial Wellness for Employees

Empower your workforce with AI-enhanced financial planning, smart budgeting, and real-time insights. Built for privacy and impact—no bank connection required.
Financial Planning
Scenario-Driven Budgeting
AI-Enhanced Guidance
Financial Literacy
Privacy-First
Workforce dashboard
Team insights
Employee happiness

Why Financial Wellness Benefits Matter

56% of employees say money is their #1 stressor. Financially stressed employees are 2x more likely to look for a new job. DIY My Finances helps reduce stress, improve productivity, and boost retention.

Boost Engagement

Employees with financial tools feel more supported and engaged, leading to better workplace performance.

Lower Turnover

Companies with strong wellness programs reduce turnover by up to 17%—saving hiring and training costs.

Increase Productivity

Less financial distraction means employees can focus, improving both individual and company-wide productivity.

Financial Wellness for Every Workforce

Flexible tools and insights for teams in every industry—whether your company is in healthcare, retail, manufacturing, education, technology, or more.

Tech
Healthcare
Manufacturing
Retail
Education

Empower Your Team with These Features

AI Insights

Personalized savings and coaching, powered by AI.

Scenario Planning

Visualize outcomes by running what-if analysis for retirement, debt, or savings plans.

Privacy-First Budgeting

No bank link required. Employees stay in full control of their financial data and plans.

Peer Comparison

Benchmark spending and saving against similar households to improve habits.

Interactive Planner

Visualize cash flow, simulate decisions, and track progress in one dashboard.

Financial Literacy Modules

On-demand, contextual learning so employees build knowledge while taking action.

How Employers Benefit

Bring Financial Wellness to Your Workforce

Support your employees. Strengthen your business.

Request a Demo
No employee data sold.