Financial Finesse, the country’s leading independent provider of unbiased workplace financial wellness coaching programs, has officially won the “Best Personal Finance Platform” at FinTech Breakthrough Awards for its AI-powered virtual financial coach, Aimee. In case you weren’t aware, Aimee is basically the only AI tool, so far, which can seamlessly diagnose employees’ most pressing financial needs before connecting them right away to suitable tools, benefits, resources, and even live financial coaches. To figure out what a particular employee might need, though, the platform gives out a unique and explicit Financial Wellness Score™, along with a personalized action plan that breaks down financial wellness attainment into simple and achievable action steps. Today, Aimee is available to more than 20,000 companies across the country, and if you would like some further evidence of its strong credentials, you can also consider how the platform surpassed 8.3 million interactions in the year 2023 alone. However, that’s not the only factor which contributed to its success at the FinTech Breakthrough Awards. You see, over 54% of Aimee users, who had initially reported high or overwhelming financial stress, ended up achieving zero or near to no financial stress. Next up, there were another 82% users who literally had little or no emergency savings at all, but after using Aimee, they were able to build an emergency fund strong enough to last, at least, for one whole month.

“We are absolutely thrilled that Aimee is being recognized as a breakthrough technology in the financial industry,” said Liz Davidson, founder and CEO of Financial Finesse. “Not only is this a testament to our efforts to make financial wellness readily available to employees of every background and level of income — but also to the hard work and determination of our team of developers and CFP® financial coaches at Financial Finesse.”

Hold on, there is more, as we still haven’t touched on those 72% of users who, in contrast to their previous reports of low credit scores, reached a score as high as 740. Another detail worth a mention is how Financial Finesse’ Aimee was successful in convincing more than 86% of users when it came to setting-up auto-payment programs to pay off their debt.

“AI has an exponential power that is tremendous,” said Edwin Jongsma, VP of AI and Integrations at Financial Finesse. “It allows us to provide deeply personalized experiences nearly infinitely. Importantly, we can do it safely because Aimee is trained on a closed universe of content created by our on-staff CFP® financial coaches only, not the wider internet.”

Founded in 1999, Financial Finesse has risen on the back of its unbiased workplace financial wellness coaching programs, programs that are available to employees as an employer-sponsored benefit. The company, more specifically, delivers on its promised value proposition through highly personalized and ongoing one-on-one coaching from CFP® professionals, Al-powered virtual coaching, live workshops, webcasts, specialized tools, and educational content etc. Financial Finesse’s case is further made by a track record of having worked with tens of thousands of organizations so far, including many Fortune 1000 giants. Among the leading organizations that it has already, served, we have Nestle, Viacom, General Mills, Aetna, and NFL Players Association etc.