Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Mariner Financial Wellness is a financial well-being platform designed to help employees overcome money-related stress and build healthier financial habits through education, budgeting tools, goal setting, and personalized coaching. It caters to employees from a wide range of roles, offering customized content that meets individual financial needs and circumstances. Employers can monitor the program’s effectiveness with real-time reporting that shows improvements in financial wellness, debt reduction, and overall productivity. The platform boasts a quick and straightforward setup process, with customizable administrator dashboards and communication materials to support employee engagement. Two flexible plan options accommodate different company sizes and budgets, making the program accessible and affordable. Mariner Financial Wellness places a strong emphasis on data security and privacy, ensuring employee information remains confidential and is never sold or shared. The platform’s mission is employee-first, focusing solely on delivering unbiased, ad-free financial education and guidance. Client testimonials highlight significant benefits in recruitment, retention, and workplace morale, demonstrating the program’s positive impact.
Description
Questis, a configurable platform for financial wellness delivery, allows retirement advisors to easily deliver customized wellness programs to plan sponsors and participants. Questis was founded by financial professionals and combines the power of software with the flexibility required to drive behavior change. The Questis Platform simplifies financial wellness and makes it profitable with seamless integrations, scalable technology and industry insight. The Questis Platform opens up new avenues for financial service providers, and tangibly improves financial wellness for plan sponsors and participants. Anyone can now offer financial wellness as an optional service. It is easy and customizable to fit their branding and requirements.
API Access
Has API
API Access
Has API
Integrations
Diffblue Cover
IntelliJ IDEA
Parasoft
Qodana
RunCode
SEA Manager
Selenic
SimpleCov
Spring Cloud Data Flow
Integrations
Diffblue Cover
IntelliJ IDEA
Parasoft
Qodana
RunCode
SEA Manager
Selenic
SimpleCov
Spring Cloud Data Flow
Pricing Details
$2500/year
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Mariner Financial Wellness
Founded
2015
Country
United States
Website
www.marinerfinancialwellness.com
Vendor Details
Company Name
Questis
Founded
2013
Country
United States
Website
www.questis.co
Product Features
Product Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
Employee Engagement
Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement