Build Lasting Relationships

Improve Employee Retention^

In an era where talent is so often the most valuable currency, retaining top employees becomes crucial for sustaining growth and competitive advantage. Questis understands that at the heart of successful employee retention strategies lies the often-overlooked element of financial wellness.

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Strengthen Your Team From Within^

1. Tailored Financial Wellness Programs

Questis designs programs that cater to the diverse financial needs of employees, from budgeting and saving to investing for the future. This personalized approach ensures that every employee feels valued and supported, laying the foundation for a loyal and committed workforce.

2. Increased Retirement Participation

By encouraging the takeup of comprehensive retirement planning tools and resources, Questis helps workers imagine a future within your organization, encouraging long-term employee retention.

3. Financial Education and Literacy

Empower your employees with the knowledge to make informed financial decisions through Questis’s extensive library of educational content. This empowerment builds confidence and satisfaction, which are key to retention.

4. One-on-One Financial Coaching

Provide your employees with access to personalized financial coaching, addressing individual concerns and promoting a sense of well-being and security that translates into higher retention rates.

5. Actionable Insights for Decision Makers

uestis equips management with critical insights into the financial well-being of their workforce, enabling the implementation of targeted strategies that address potential retention risks.

6. Ongoing Engagement and Adaptation

Our platform continuously evolves to meet the changing needs of your employees, ensuring that your financial wellness initiatives remain effective and relevant, thus supporting sustained employee retention.

Empowering Financial Stability for Retention^

Questis not only focuses on immediate financial wellness but also empowers the people you employ with tools and resources that foster long-term financial stability, directly contributing to increased employee retention rates.

Personalized, Predictive Planning
Our data-driven insights facilitate tailored financial planning, ensuring employees have a personalized roadmap to navigate their financial future confidently.

Comprehensive Protection
From emergency fund advice to providing access to insurance options and straightforward estate planning, Questis covers all bases to secure employees’ financial well-being.

360 Degree Financial Overviews
By offering employees complete oversight over all of their accounts, they will be better placed to understand their financial wellness, typically leading to greater stability in the workplace

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

The Questis Advantage in Employee Retention^

Questis’s strategic focus on financial wellness transcends traditional benefits by addressing a critical yet often neglected aspect of employee satisfaction and loyalty. Financial stress is a significant factor that can influence an employee’s decision to stay with or leave an organization. By mitigating this stress, Questis not only enhances the individual employee’s experience but also bolsters overall morale and cohesiveness within the team.

Our holistic approach to financial health fosters an environment where employees feel secure, valued, and engaged. This environment is conducive to not just attracting top talent but more importantly, retaining it. Through comprehensive support, education, and personalized attention, Questis ensures that your employees are not just working for a paycheck but are invested in a shared future with your organization.

Nurturing a Culture of Financial Confidence

Employees who feel financially secure are more likely to view their employment as a stable and rewarding part of their life, rather than just a means to an end. Questis facilitates this sense of security by offering customized financial education tailored to the unique needs and goals of each employee, from entry-level to executive. Our platform’s ability to adapt to individual financial situations and provide relevant, actionable advice means that employees of all financial backgrounds can achieve and maintain the financial security they’re seeking in their lives and careers.

Building a Future Together: Employers and Employees

Investing in Questis’s financial wellness solutions is an investment in your most valuable asset: your employees. A commitment to their financial well-being reflects a commitment to their overall success, both personally and professionally. By prioritizing financial health, you lay the groundwork for a culture that values growth, stability, and mutual success with fewer of the associated costs that come with undesirably low employee retention rates.

With Questis, you’re not just implementing a sound employee retention strategy. Instead, you will be fostering a community of loyal, satisfied, and financially empowered employees who will become ever more vital to your business’s long-term success and resilience.

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.