Personalized financial guidance that understands your benefits, products, and services—and seamlessly connects users to the right solutions within your existing platform.
Aimee Anywhere understands your plan's rules and offerings and turns them into guidance participants act on. The result: higher deferral rates, less plan leakage, and improved retirement readiness, at scale. And when participants need more support, Aimee dynamically connects them to plan advisors, creating a new path to wealth for your advisor partners.
Placeholder copy for the Online Banking experience. Describe how Aimee Anywhere elevates this platform when the content is ready.
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— Insights & Reporting
Aimee doesn't just answer questions. Each interaction sharpens the picture of what your users actually need. Through the Reporting Portal, that intelligence becomes an asset you can act on and pass along.
See emerging trends (debt stress, hardship loan questions). Track Aimee's impact on participation and deferral rates, match-capture rates, and advisor hand-offs—by plan and by cohort. And see which plan features cause the most confusion, so you can act from insight, not guesswork.
The same intelligence becomes something you share with plan sponsors: clear visibility into what their people need and how your plan supports overall financial wellness and retirement readiness. That's the kind of value that sets you apart in the marketplace.
Placeholder copy for Online Banking reporting. Describe the intelligence this platform gains when the content is ready.
Placeholder copy for HR Platform reporting. Describe the intelligence this platform gains when the content is ready.
Placeholder copy for PEO Portal reporting. Describe the intelligence this platform gains when the content is ready.
Placeholder copy for Health Plan Portal reporting. Describe the intelligence this platform gains when the content is ready.
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Your users already have a platform they trust—yours. Aimee Anywhere embeds Financial Finesse coaching into that experience, so you can deliver personalized financial guidance that knows your benefits, products, and solutions without introducing another portal or login.
— How it works
"Aimee Anywhere delivers more than faster answers—it turns participant conversations into strategic opportunities. By automating routine retirement plan inquiries it reduces service costs, enhances the participant experience, and creates actionable insights that drive business growth."
"Aimee Anywhere is a powerful addition to our platform. It elevates the user experience, and each interaction generates insights that help us enhance our offering, better support our users, and drive business growth."
"Excellent service to ask natural questions and get guidance or resources to assist."
"Very informative and easy to access."
"Easy and intuitive to use. Makes you think!"
"Helpful when you need a question answered right away."
Recognized for safe, effective AI coaching
2025 FinTech Breakthrough Award
Best Financial Coaching
Platform
2025 BOLD Awards
Boldest Fintech
Featured on
Bloomberg
Businessweek
Bring your platform, product, and IT stakeholders. We'll walk through a working demo, map Aimee Anywhere to your experience, and cover what integration looks like on your stack.
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