Our Financial Assistants will see you now.Chatbots can’t help when a parent ruins a child’s credit or when an employee can’t pay to fix their car. Real problems require real solutions — from real people.
We enable real change with real people.
Brightside’s Financial Assistants use a robust behavioral science framework that provides support to working families to fundamentally change their approach to personal finances.
Your employees need a welcoming, safe, and judgment-free environment to build the sort of trusting relationships that support real financial wellbeing. We provide this through:
Assessing the situation
Active listening and analysis require purposeful questions to assess the person’s needs, expectations, and overall financial situation. We do this through:
Relieving financial stress
Investing in the employee’s future
Once we’ve helped someone navigate their immediate needs, it’s time to focus on the future by setting clear expectations and supporting their progress toward meeting their needs and achieving their goals. We do this through:
Written recaps and next steps after phone calls as appropriate
Asking for feedback and setting follow-up tasks based on set promises
Now that you know the people, see the product.
We find customized solutions for your employees’ needs — all with aligned incentives and transparent costs.
Your people should talk with our people.
If you’re ready to go from financial wellbeing to financial care, let’s talk.