BOOST YOUR WORKFORCE PRODUCTIVITY

Personalized financial wellness at scale

A comprehensive journey, from assessment to tips and offerings. Powered by cutting-edge behavior science and AI.

COMPREHENSIVE SOLUTION

Personalized, ongoing
financial wellness at scale

We help your employees achieve their financial potential.

90 sec assessments

Our non-intrusive assessment is the first step in your employees path to financial wellness.

Personalized tools

Give your employees personalized decision tools and support tips to navigate the financial journey.

Tailored offerings

Empower your employees’ path with customized offerings in insurance and savings.

HOW WE DO IT

We harness the power of cutting-edge tech to secure the route to financial wellness. By identifying personal challenges and needs, our approach targets your employee’s crucial areas for improvement.

Powered by behavior science. Supercharged by AI.

PERFORMANCE

Thumbscore works

90%

engagement and assessment completion

50%

of worker re-engagement to guidance and products.

IMPACT

Reduce financial stress and costs.
Boost performance and engagement.

70%

Percentage of employees that leave a company due to financial stress

$21K

Average cost for a company
to fill a vacancy

72%

Percentage of employees that will be loyal to the company that lowers their financial stress.

WHY THUMBSCORE

Current Solutions

  • Financial guidance oriented to product sales, rather than human support

  • Invasive surveys designed to sell private data

  • Outdated advice

  • One-step engagements, focused in telling people what to do

Thumbscore

  • Real behavior change backed by behavioral economics

  • Personalized steps and information

  • Practical and contextualized advice

  • Embedded products

  • Initial engagement, re-engagement, and lifetime engagement

  • Continuous financial reviews

FAQ

  • Thumbscore is an unique financial health measure, the first step towards a less stressful and better financial future for your employees. With personalized 'Pro Tips' and decision support tools, your employees can spend just a few minutes each month achieving financial balance, clarity, and well-being during enrollment.

  • Employees can access Thumbscore by logging into the benefits platform and selecting 'Financial Wellness' from the Main Menu. They can additionally engage with Thumbscore through education emails.

    The Thumbscore experience begins with six financial domains: spending, debt, saving, protection, future, and estate. Within each domain, users can explore steps, articles, podcasts, videos, and mini quizzes.

  • Employees can visit their private Thumbscore site accessible through their benefits platform. Once it's active, employees will receive a welcome email with instructions on how to access it. They can also find guidance in their financial education emails.

  • Rest assured, employee data is kept safe, secure, and private within your platform. After completing the Thumbscore assessment, information remains protected with a SOC 2 Type 2 provider, and it's transmitted and stored using end-to-end encryption.

  • Thumbscore provides personalized insights at every step of the benefit enrollment experience. After completing the assessment, 'Pro Tips' will be tailored to your employee’s financial situation.

  • The Thumbscore journey covers six financial domains: spending, debt, saving, protection, future, and estate. Each one of them can be explored for personalized steps, articles, podcasts, videos, and mini quizzes.

  • Thumbscore measures financial health. It informs and helps employees make the best of their financial journey.

    They elevate their Thumbscore each time they read or listen to an article, complete an action, or engage in various activities. Every quarter, employees will have the opportunity to complete a Checkup Assessment that calculates progress, updates their Thumbscore, and refreshes their financial health journey.

  • Our focus is on understanding financial behaviors. We're more than just a financial wellness product or a sales-oriented platform. Every step employees take reveals our unique approach: enhance everyone's financial well-being.

  • No! Information is only used to create the best financial health journey for employees.

Goodbye financial stress. Hello productivity and engagement.