more engaged and resilient staff

Improve Employee Wellbeing^

In the modern workplace, improved employee well-being is paramount for fostering a positive, productive environment. Beyond physical and mental health, financial well-being is a critical component that often goes overlooked. Questis addresses this gap with a comprehensive financial wellness solution that enhances overall employee well-being.

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Cultivate a Thriving Workforce Through Financial Empowerment^

1. Comprehensive Financial Assessments

Through personalized financial assessments, Questis identifies individual employee needs, setting the stage for targeted support and interventions. This initial step ensures that each team member receives the attention and resources necessary to improve their financial health.

2. Empowering Financial Education

Questis offers a suite of educational resources that cover a wide range of topics, from basic budgeting to advanced investment strategies. This knowledge empowers employees to make informed financial decisions, enhancing their sense of control and well-being.

3. Proactive Financial Planning

With tools for budgeting, saving, and investing, Questis helps employees plan for the future with confidence. Whether saving for retirement, a child’s education, or a personal dream, our platform supports employees in setting and achieving their financial goals.

4. Stress Reduction Through Financial Coaching

Personalized coaching sessions provide employees with a confidential space to discuss financial concerns and strategize solutions, significantly reducing stress and contributing to overall well-being.

5. Engagement and Wellness Programs

Questis integrates financial wellness into broader employee engagement and wellness programs, reinforcing the connection between financial health and overall well-being.

6. Continuous Support and Adaptation

Our digital platform offers ongoing support and adapts to changing employee needs, ensuring that financial wellness remains a cornerstone of your organization’s approach to employee well-being.

Financial Health: A Pillar of Employee Wellbeing^

Questis’s approach recognizes financial health as a foundational element of overall well-being, directly impacting job satisfaction, productivity, and long-term employee retention.

Boosted Morale and Job Satisfaction
Employees who feel financially secure report higher levels of job satisfaction and morale, contributing to a positive workplace culture.

Enhanced Focus and Productivity
By alleviating financial worries, employees can focus more on their work, leading to increased productivity and engagement.

Stronger Employee Retention
A commitment to financial wellness demonstrates to employees that their employer values their overall well-being, fostering loyalty and reducing turnover.

See how coaching helped Sophia with
her financial goals

Sophia, a struggling 35 year old paid off $25,000 of debt and saved an $8,000 emergency fund with the help of her Questis Financial Empowerment Coach.

Watch the video

How Questis Improves Employee Well-Being^

Questis is at the forefront of redefining employee well-being, recognizing that true wellness extends beyond the physical and mental to encompass financial health. These days, financial stress is a prevalent concern, silently undermining the well-being and productivity of your workforce. Unlike traditional wellness programs that might overlook this critical aspect, Questis introduces a comprehensive strategy that weaves financial health into the very fabric of employee well-being initiatives.

Our innovative platform takes a holistic approach, addressing not just the symptoms of financial stress but its root causes. We understand that financial insecurity can cast a long shadow over an employee’s life, affecting their mental health, diminishing their job performance, and straining their personal lives. By integrating financial wellness into our broader well-being strategy, Questis aims to lift this burden, offering employees a clear path to financial stability and peace of mind.

Financial Tools for Improving Employee Well-Being

Questis provides an extensive suite of resources and personalized support designed to empower employees to take control of their financial destiny. From personalized financial coaching that offers actionable insights and strategies to budgeting tools that simplify financial planning, our offerings are tailored to meet the diverse needs of your workforce. These resources are complemented by educational content that demystifies complex financial concepts, enabling employees to make informed decisions that bolster their financial and overall well-being.

Secure a Brighter Future for Your Team

Investing in Questis’s financial wellness solutions signifies a profound commitment to the future well-being of your team. Prioritizing financial health lays the groundwork for a supportive and empowering workplace culture, where every employee feels valued and equipped to achieve their fullest potential. This investment is not just in the financial tools and resources but in creating a thriving environment that attracts and retains top talent, ensuring your organization’s long-term success and resilience.

Through our comprehensive approach, Questis is dedicated to transforming the landscape of employee well-being concerning improved financial empowerment that everyone can benefit from. We invite you to join us in this journey, leveraging our expertise to secure a brighter future for all your employees, where financial wellness becomes a cornerstone of your business’s well-being strategy.

Questions?

A Financial Advisor usually gives advice or specific recommendations about investments, like what investments or mix of investments someone should have based on their age and goals. Retirement plan advisors give advice about 401(k)’s. Financial Coaches work with clients on managing their money day-to day and month-to-month—the basic stuff that people often need help with. Coaches can help clients clarify their financial goals in addition to retirement. Coaches focus on helping cleints build a better relationship with money and positive financial habits to help them reach their goals, both shorter term and longer term.

A coach will probably ask what’s prompting them to meet. They will work together to come up with a plan to address whatever the issue might be. Instead of telling them what they ‘should’ do, their coach will help them explore all of their options. Coaches can provide financial information and expertise, while they’re the expert on themselves–what matters to them, their situation, their resources. A coach is a guide to help them create their action plan to reach their goals.

Coaching focuses on helping people reach their financial goals. We start by looking at where someone is now so we can work with them to create an action plan to get them where they want to go. It’s important to have a starting point. We recommend connecting their checking account(s) in the Questis platform to get a better sense of the money they have coming in and going out every month. Connecting a checking account will automatically generate a budget for them as well. The user can also complete their profile and add their current financial priority to give their coach more context around their goals.

No, there’s no limit on the number of sessions. The coach and your employee will decide how often they need to meet and for how long. Many questions or issues can be addressed in just 1 or 2 sessions, or they might decide to meet regularly over a longer period of time. They can always come back for additional coaching, too, as new situations or issues arise.

Employees can meet with a coach via Zoom or by phone–whichever they prefer. They can also get questions answered via the chat within the platform or by email. We encourage Questis users to meet via phone or Zoom, so they can have a conversation with their coach.

Yes, we have sessions available from 9am to 9pm Eastern time, Monday through Friday.

Yes, they can. We do assign coaches to everyone when they register on the Questis platform, as a way to get started. But if they’re looking for a coach with expertise in a particular area, or if they just feel more comfortable with a different coach, it’s ok to switch. They can just schedule an appointment with the coach they’d like to work with directly from the platform.

Yes, we encourage individuals to include a spouse or partner in coaching sessions because it’s important for couples to be on the same page with their shared finances. Or older children who might have questions about paying for education can join a coaching session.

See coaching in action^

Schedule a 20-minute session with our Head of Coaching by selecting
“tell me more about coaching” in the contact form.