As a leading national financial services innovator, we are pursuing an ambitious strategy as trusted guides connecting workers to financial benefits, co-designing products and services that meet their complex, immediate and long-term needs. We aim to use the insights from our work to help employers, nonprofits, banks, fintechs, and policymakers to better understand the financial challenges facing workers–and to push the marketplace to be more accountable to workers’ needs, which is just smart business, social enterprise.
Our national financial health solution for employers, TrustPlus, helps workers manage debt, strengthen credit, and build savings. Our financial coaching methodology and data tracking platform, Pathways to Financial Empowerment, helps credit unions throughout the country integrate coaching into their operations which yields benefits for the credit unions and their members.
We continue to be the lead vendor to New York City’s Financial Empowerment Centers and a trusted source of worker insights and data for a growing list of partners nationwide.