Finances are the top cause of stress and on the rise
Today’s workforce is navigating an increasingly challenging financial landscape – juggling rising costs of living, managing debt, and pressure to save and invest – making tools to navigate this increasingly a "need" not a "want."
Financial health has been proven to improve employee health and productivity – and your bottom line.
73% Of Americans
Rank finances as their #1 source of stress (Source)
2.2x More Likely
To leave an organization if an employee is financially stressed
Of members optimized their financial health in the past month
96%
Of members reported increased financial confidence
15%
Increase in savings
How It Works
Market-Leading Impact on Member Financial Health
Oz helps members take control of their finances and make the most of their money by crafting a personalized financial plan that is presented simply and visually, and that dynamically evolves with them over time.
Custom Financial Balance
Automated personalized plan for where your money should go this month to best achieve your goals.
Supports short-term needs and long-term goals
Know you are meeting your needs today and making progress towards your future goals.
Visual + interactive interface
Intuitive visual presentation makes understanding and managing your finances easy.
Gamification
Makes staying on top of your day-to-day spending easy and enjoyable.
Financial plans have been proven to work
More likely to save each month, carry less debt, and reach financial goals with a plan
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