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Enterprise Layer Intelligence
Categories/HR & Recruiting/Questis
Questis

Questis

Founded 2014

Provide employees with personal finance coaching and budgeting apps to reduce stress

Pricing model

Paid

You can use Questis to provide personalized financial wellness benefits and coaching to your workforce. The service pairs employees with certified financial planners for unlimited one-on-one guidance on everyday budgeting, loan management, and long-term financial planning. Employees can link their bank accounts to track daily spending, build emergency savings funds, and monitor investments through an interactive mobile app. Additionally, human resources leaders receive workforce analytics to identify root causes of financial stress, evaluate employee engagement, and support staff retention across their organization.

What Questis does

Schedule a one-on-one call with a certified financial plannerConnect bank accounts to monitor real-time balances and spendingCreate a monthly spending and debt repayment budgetTrack progress toward emergency savings milestonesGenerate a customized financial action planReview employer-level reports on workforce financial wellnessUnlimited one-on-one sessions with Certified Financial PlannersReal-time bank and investment account aggregationPersonalized financial action plans tailored to individual employee goalsAutomated budgeting and expense tracking toolsAfter-hours coach availability for flexible schedulingEmployer dashboard with aggregated financial stress analyticsEducational resources for handling debt, loans, and emergency savings

Pricing breakdown

Pricing model: Paid

PlanList price
Premium (per employee)$5 / mo
Advanced (per employee)$3.50 / mo

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Questis, financial wellness, employee benefits, personal finance coaching, certified financial planner, budgeting app, spend tracking, financial stress, workforce retention, debt management, emergency savings, investment tracking