Financial Health for Every Employee
Financial stress is the leading cause of lost productivity. Equip your workforce with tools to budget, save, invest, and achieve financial goals, all while keeping individual data completely private.
Key Features
Comprehensive financial tools, completely confidential.
Everything employees need to take control of their financial health, from daily budgeting to long-term wealth building, with total privacy guaranteed.
Budgeting Tools
Intuitive budgeting with category-based spending plans, automated bill tracking, and spending pattern analysis. Visual dashboards make complex finances easy to understand.
Expense Tracking
Automated expense categorization with receipt scanning, recurring expense detection, and spending alerts. Track spending across accounts in one unified view.
Investment Tracking
Portfolio overview with asset allocation, performance tracking, and benchmark comparisons. Connect brokerage and retirement accounts for a holistic financial picture.
Financial Goals
Set and track goals for emergency fund, debt payoff, home purchase, education, and retirement. AI-powered projections show progress and recommend adjustments.
Financial Education
Curated library of financial literacy content including articles, videos, calculators, and interactive courses. Personalized learning paths based on individual financial situations.
Emergency Fund
Guided emergency fund building with automatic savings recommendations, milestone tracking, and cash flow analysis. Help employees build a safety net that prevents financial crises.
Measurable impact on employee financial wellness
Average reduction in financial stress among participants
AI-driven recommendations tailored to each employee
Financial tracking across 50+ global currencies
How It Works
From assessment to financial confidence
A personalized journey that meets employees at their current financial level and guides them toward their unique goals.
Financial Assessment
Employees complete a confidential financial wellness assessment that evaluates savings, debt, spending habits, and financial literacy. Results drive personalized recommendations.
Set Personal Goals
Based on the assessment, employees set financial goals with guided frameworks. The platform suggests realistic targets and timelines based on individual circumstances.
Track & Learn
Daily expense tracking, budget monitoring, and personalized education content help employees build better financial habits. Nudges and tips keep them on track.
Measure Progress
Employees track progress against goals with visual dashboards. Employers see aggregate financial wellness improvements and program ROI without accessing individual data.
Connects to Financial Data Aggregators
Employees can optionally connect bank accounts, credit cards, and investment accounts through secure open banking APIs. All connections are employee-controlled with bank-grade encryption and no employer access to individual financial data.
Invest in your workforce's financial wellness
See how Kshemetrix Financial Wellness can reduce stress, improve productivity, and help every employee build a stronger financial future.