How Questis Works

We have had such great success partnering with Questis for our internal team, that we fully intend to share this solution with our valued clients. After speaking with my coach for only 20 minutes, I had a plan to work on new goals. My coach answered all of my questions during and after our session with the value extending to my family as we work through estate planning. The technology is a great supplement to coaching, with user-friendly accessibility and actionable next steps. I highly recommend this program for employers to offer to their employees!

Michelle S.

CIIG, Office Manager

Questis Financial is a powerful financial empowerment tool. When my daughter graduated from college, we met with one of the financial coaches who took the time to guide her through her personal loan options. Each option was explained clearly, helping her feel confident in making informed financial decisions while also understanding the long-term benefits of her choices. We are grateful for the coach’s time and expertise. As a parent, there is nothing better than watching your children make sound financial decisions that you know will positively impact their futures.

Christy Nault

Employee Wellness Coordinator

Financial wellness is integral to our overall wellness plan. Questis serves all regardless of situation, be it saving or budgeting. As a result, we’ve come to trust and rely on Questis as the foundation of our program.

Angie

Director of Benefits and Wellness, AFL Global

Questis takes the pressure off of my HR department to have financial conversations with our employees. Questis even turns our employees’ financial emergencies into opportunities for education and real progress.

Sonja

Director of Human Resources, Fetter Healthcare Network

I recently had my car repossessed and had no way of getting it back. I asked HR to terminate my employment in order to gain access to my 401k with hopes of being rehired afterward. Luckily, instead of terminating me, my HR leader directed me to Questis where my coach helped me to find another way to quickly access funds and get my car back. I now have an emergency savings account that will protect me from situations like this in the future.”

Questis User

Questis User

Partnering with Questis has been a game-changer for us. Their cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.

Jonathan L.

CFA, CFP®,AIF®, Portico Wealth Advisors

We’ve been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with the amazing program that Questis has, has been a real game-changer in our benefits lineup.

Andy W.

HR Generalist, Vanicream.