Financial stress doesn’t stay at home—it follows employees to work, impacting productivity and engagement. For employees dealing with significant financial stress, the right support can make all the difference. BrightPlan’s financial wellness program helps HR leaders deliver personalized, scalable solutions that support both employees and the business. Learn more at https://hubs.ly/Q03c9GSH0. #BrightPlan #HRLeaders #EmployeeSuccess #FutureOfWork
BrightPlan
人力资源
Los Gatos,CA 2,954 位关注者
A leader in Total Financial Wellness. The BrightPlan solution is built to lead all employees to financial success.
关于我们
BrightPlan is a leader in Total Financial Wellness. Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life. BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is real-time, personalized and integrated with employer benefits. BrightPlan’s mission is to make financial success attainable for everyone. The BrightPlan solution includes an AI-powered digital platform combined with experienced financial advisors. This unique combination of digital and human expertise is used by thousands of employees and supports each aspect of personal financial and wealth management from - financial planning, budgeting, savings, investing, debt management, retirement, and wealth transfer. BrightPlan guides each employee to identify their unique financial goals and create a plan to achieve them. Personalized recommendations, supported by digital and human advice, set employees up to become and stay financially well. With tailored financial education, employees better understand and maximize corporate benefits, increasing employee engagement and retention. The BrightPlan employer dashboard provides objective insights into the financial wellbeing of your employees, with actionable strategies for continued improvement.
- 网站
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https://www.brightplan.com
BrightPlan的外部链接
- 所属行业
- 人力资源
- 规模
- 11-50 人
- 总部
- Los Gatos,CA
- 类型
- 私人持股
- 创立
- 2016
- 领域
- Financial Advice、Wealth Management、Investment Management、Financial Planning、Asset Management和Financial Wellness
产品
BrightPlan
财务健康软件
BrightPlan's financial wellness solution is built to lead all employees to financial success on their own terms at every stage of life.
地点
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主要
15466 Los Gatos Blvd
#109-367
US,CA,Los Gatos,95032
BrightPlan员工
动态
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Time for our weekly poll! In our last poll, we asked how you feel about AI-driven benefits—now we want to know why. What’s the biggest factor shaping your perspective on AI in workplace benefits? Vote below and share your thoughts in the comments! ?? #BrightPlan #HRLeaders #AIWellnessCoach #EmployeeBenefits #FutureOfWork #HRTech
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Financial education is key to helping employees make informed decisions about budgeting, saving, and planning for the future. Our personalized financial coaching ensures employees get the guidance they need—when they need it. Learn more about how BrightPlan’s digital platform provides the financial education employees need to make informed decisions about their personal finances: https://hubs.ly/Q03c908z0. #BrightPlan #FinancialLiteracy #EmployeeWellness #HRLeaders
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Your workforce is global, so your financial wellness benefits should be too. ?? BrightPlan helps HR teams provide localized, personalized support at scale. Discover how Brightplan can empower your employees no matter where they are: https://hubs.ly/Q03c8Php0. #BrightPlan #GlobalWorkforce #HRInnovation #FinancialWellness
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We've got two members of the BrightPlan team in the field this week! Maggie Edelman and Melody Robinson Wright PhD., AFC? CFEI are participating in USI Insurance Services' Healthcare Symposium in Kentucky. They kicked the morning off with the Mind Body Money panel and now they’re greeting attendees at the booth. Stop by and say hello! #BrightPlan #USISymposium #FinancialWellness #EmployeeBenefits
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Employees need personalized financial guidance to build strong money habits, but HR teams can’t be everywhere at once. That’s where the BrightPlan AI Wellness Coach comes in, providing 24/7, real-time financial support so employees can take control of their financial health. Ready to bring AI-driven financial wellness to your team? Learn more: https://hubs.ly/Q03c8yM60. #BrightPlan #GetFinanciallyFit #AIWellnessCoach #FinancialWellness #HRInnovation #FutureOfWork
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Employees who feel financially secure are more engaged, productive, and motivated at work. BrightPlan’s financial wellness platform helps HR leaders provide personalized support at scale—empowering employees to take control of their financial futures and allowing them to be the best they can be at their job. Visit our website to learn how: https://hubs.ly/Q03c8g9T0. #BrightPlan #financialwellness #HRleaders #workplacebenefits
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Tax season isn’t just about distributing tax forms and finalizing year-end reports — it’s an opportunity to help employees make smarter financial decisions through compliant tax education and guidance. Join our free webinar, Empowering Employees for a Stress-Free Tax Season: Smart Strategies for 2025, on March 20 at 1 PM to learn how HR leaders can: ? Reduce employee tax stress & boost workplace productivity ? Provide compliant tax education that enhances benefits ROI ? Empower employees to make informed financial choices When employees understand how to create a strategic tax plan and maximize their tax-advantaged benefits, they’re able to confidently navigate tax season while establishing a foundation of financial security for the future. Register now on our website: https://hubs.ly/Q03bPMZ20 #BrightPlan #HRleaders #taxseason #financialwellness #workplacebenefits #financialeducation
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Every employee’s financial journey is different. Some are saving for a home, others are paying off debt, and many are just trying to make ends meet. That’s why one-size-fits-all benefits just don’t cut it anymore. In our recent webinar, Personalizing Financial Support for Your Workforce with AI, we explored how AI-driven financial wellness can help HR leaders provide the right support—at scale. Catch the full replay and learn how personalized financial support through AI can help your employees thrive: https://hubs.ly/Q039RnF-0 #BrightPlan #employeewellness #HRprofessionals #financialwellness #AIfinance
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AI is changing the game in employee benefits -- some HR leaders are fully on board, while others remain skeptical. Where do you stand? Vote in our poll and share your thoughts in the comments! ?? #BrightPlan #HRLeaders #AIWellnessCoach #EmployeeBenefits #FutureOfWork #FinancialWellness
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