We’re dedicated to providing 100% unbiased financial coaching, and it’s our mission to bring these life-changing services to as many people as possible. This is why we created Aimee™, the only AI-powered, virtual financial coach backed by human planners.
As opposed to many other financial platforms, Financial Finesse is 100% unbiased and independent, aligned with the users’ best-interests, and does not sell or manage any assets. Personalized, one-on-one live coaching services are available via phone and chat, yet first-time users have shown to be more than twice as likely to engage in virtual financial coaching than live financial coaching initially. In this context, Aimee empowers Financial Finesse to reach and positively impact more employees than ever before.
Aimee—short for Artificial Intelligence Motivating Employees Everywhere—drives engagement and usage of life-changing financial coaching via mass personalization. Within minutes of getting started, Aimee generates a unique Financial Wellness Score™ and personalized action plan that breaks down financial wellness attainment into uncomplicated, achievable action steps. The more a user interacts, the more personalized and game-like their experience becomes. Scores rise in real-time as users take action and progress is visualized and celebrated creating a real sense of accomplishment every step of the way.
As users progress, Aimee motivates, nudges, adapts to support their changing needs, and highlights relevant employer-provided benefits precisely when they are needed. By bringing benefits together with coaching, in a trusted, supportive environment, we eliminate friction and help to close the action gap, making it easier for millions to reach their goals, take full advantage of valuable benefits, and become financially well. With over one trillion possible paths, each person’s experience is unique and tailored to maximize their financial success.
In Q4 of 2023, we will also launch Ask Aimee Anything, a new feature underpinned by the AI technology behind ChatGPT—but built to overcome limitations including social biases, information accuracy, and information recency. Like a super smart, relatable colleague who knows personal finance like the back of their hand and understands each and every company resource and benefit available, this enhancement allows users to ask Aimee any financial or benefits-related question and receive instant, easily digestible, and trustworthy responses. Rather than being trained on the wider internet, which can include biased, outdated, and inaccurate information, Ask Aimee Anything is trained on our library of 5,000+ pieces of original financial wellness content and the users’ employee benefits package only.
Today more than 12,000 companies have Aimee available as an employee benefit, including many of the world’s most respected brands.
Aimee is expected to surpass six million interactions in 2023, and with several large-scale employers rolling out Financial Finesse services in the coming year, this is just the beginning. Additionally, innovative distribution partnerships with a variety of financial institutions bring our services to hundreds more small- to mid-sized employers each year, adding to total reach and positive impact.
