That depends on the size of the group and who pays, so we'd work it out with you.

FinWise for benefit and wellness providers

Add FinWise to the employee benefit or financial wellness programmes you offer employers and members. Members see their whole financial picture in one private app. We suggest starting with a small pilot.

Get in touch

FinWise on a laptop and a phone, with sample data

What it could add to your programme.

Their whole picture

Members can see retirement funds and investments next to their bank accounts, cards, loans and budgets.

Independent

FinWise sells no financial products and shows no ads, so it can sit alongside your own products.

Anonymised insight

You'd see totals across a group, such as savings and debt, never one member's accounts or spending.

What it could help your members with.

Simple budgeting

A payday-to-payday budget, with transactions sorted into categories automatically.

Getting out of debt

Loans, cards, interest rates and payments in one place, so it's clear what's owed. Debt payoff tools are in development.

Financial stress and wellness

A clear view of what's coming in, what's going out and what's left, to help people feel less stressed about money.

Saving and net worth

Savings, investments and net worth in one view. Goals with nudges are in development.

Cutting unnecessary spending

Where the money goes, with debit orders and subscriptions easy to spot.

Financial education

Free calculators and guides on our website today. We're exploring a budgeting course, YouTube series or podcast that could be offered with partners.

What you could see.

Anonymised totals across a group, with minimum group sizes, and never one person's accounts or spending. We'd agree what would be useful with you, subject to legal and compliance review.

Adoption

How many members joined, how many keep using it, and how many accounts they link.

Financial stress

A short survey before and after a pilot, and the share of people under financial strain.

Financial health

Savings rate, emergency savings, debt position and interest paid.

Direction over time

Whether these figures are improving or getting worse.

Retirement savings

Savings-pot withdrawals across the group.

By employer

Totals for each employer client, with minimum group sizes.

How a pilot could work.

Choose a group

A few hundred members, or one or two employer clients, with what you want to measure agreed upfront.

Members choose to join

They sign up with an invite code or from an email list. A pilot needs no integration on your side.

Agree who pays

You, your employer clients, members or a mix. We're open on how this works.

Review it together

Look at sign-ups, how many members keep using it, and anonymised totals, then decide what comes next.

Common questions.

Could we see a member's finances?

Do we need to integrate anything?

Would it compete with our products?

What does it cost?

What about security and compliance?

What happens when a pilot ends?

Get in touch.

Tell us about your organisation and who you'd like to offer FinWise to. You can also read about the partner programme.

Get in touch