Questis: Achieving Financial Wellness for Employees

 

Questal is a financial technology company that offers the Questis financial wellness platform. The platform is designed to help employees manage their finances, reduce financial stress, and improve their overall financial well-being.

The Questis platform is a comprehensive solution that includes a variety of tools and resources to help employees track their spending, create budgets, set financial goals, and access financial education and coaching. The platform also integrates with employers’ benefits programs, making it easy for employees to understand and utilize their benefits.

 

Company Overview

The Questis platform was founded in 2014 by a group of retirement advisors who recognized the need for a more holistic approach to financial wellness. The company’s mission is to help all Americans achieve financial health by providing them with the tools and resources they need to make informed financial decisions. Questis is committed to innovation and is constantly developing new features and functionality for the Questis platform. The company is also actively involved in research and development in the field of artificial intelligence (AI) and machine learning (ML) to enhance the platform’s capabilities and provide employees with even more personalized financial guidance.

Based on a recent analyst meeting with Brandon Hall Group™, Key highlights of the Questis platform include:

  • Comprehensive Financial Wellness Solution: The platform offers a wide range of tools and resources to help employees manage all aspects of their financial lives, from budgeting and saving to investing and retirement planning.
  • Personalized Guidance: The platform’s AI and ML capabilities enable it to provide employees with personalized financial guidance and recommendations based on their individual circumstances and goals.
  • Employee Benefits Integration: The platform integrates with employers’ benefits programs, making it easy for employees to understand and access their benefits.
  • Financial Education and Coaching: The platform provides employees with access to financial education and coaching to help them improve their financial literacy and make informed financial decisions.
  • Mobile-First Approach: The platform is designed to be mobile-first, making it easy for employees to access and use on their smartphones or tablets.

 

Conclusion

The Questis financial wellness platform is a valuable resource for employers who are looking to improve the financial well-being of their employees. The platform’s comprehensive approach, personalized guidance, and employee benefits integration make it a unique and effective solution for addressing the financial challenges faced by employees at all levels. With its commitment to innovation and AI/ML development, Questis is well-positioned to continue to lead the way in the financial wellness industry. The Questis platform has the potential to make a significant impact on the financial health of American workers, helping them to achieve their financial goals and build a more secure financial future.

The Questis platform is a valuable tool for employers who are looking to improve the financial well-being of their employees. The platform’s comprehensive approach, personalized guidance, and employee benefits integration make it a unique and effective solution for addressing the financial challenges faced by employees at all levels.

With its commitment to innovation and AI/ML development, Questis is well-positioned to continue to lead the way in the financial wellness industry. The Questis platform has the potential to make a significant impact on the financial health of American workers, helping them to achieve their financial goals and build a more secure financial future.

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Michael Rochelle

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Michael Rochelle

Prior to joining Brandon Hall Group, Michael was the Chief Strategy Officer and Co-founder at AC Growth. Michael serves in a variety of roles including overseeing research and advisory support for organizations and solution providers. Michael is one of the company’s principal analysts covering learning and development, talent management, leadership development, HR, talent acquisition and DEI. Michael brings nearly 40 years’ experience in executive leadership roles, including human resources, information technologies, sales, marketing, business development, M&A, strategic and financial planning, program management and business operations in a wide variety of organizational settings. Michael is a graduate of the following certification programs: Kirkpatrick Four Levels™ Evaluation, Balanced Scorecard Collaborative and Strategy Focused Organization and Office of Strategic Management.