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What is Questis?

Questis is a versatile platform designed for delivering financial wellness, enabling retirement advisors to provide tailored wellness programs to both plan sponsors and participants effortlessly. Established by experts in finance, Questis merges sophisticated software capabilities with the adaptability needed to foster behavioral transformations among users. With its user-friendly interface, the Questis Platform enhances financial wellness while ensuring profitability through smooth integrations, scalable technology, and comprehensive industry insights. This innovative platform not only creates new opportunities for financial service providers but also significantly enhances the financial well-being of both plan sponsors and their participants. Moreover, it allows any organization to incorporate financial wellness as an optional service, making it both straightforward and customizable to align with their unique branding and specific needs. This adaptability ensures that a wide range of clients can benefit from improved financial health initiatives.

What is Mariner Financial Wellness?

Mariner Financial Wellness provides an employee-centric financial wellness platform aimed at alleviating the top source of employee stress—financial insecurity—through a combination of educational content, digital tools, and expert coaching. The platform supports employees at every stage of their financial journey, whether they are managing debt, saving for goals, or simply seeking better money management skills. It offers personalized financial education, a clean and easy-to-use budgeting tool, and goal tracking to empower employees to take control of their finances. One-on-one coaching by licensed financial professionals is available to guide employees through tailored financial plans and live support via email, phone, or video calls. Employers gain access to a comprehensive dashboard that tracks employee engagement, financial health improvements, and program ROI, allowing data-driven decisions to support workforce well-being. The platform’s onboarding is fast and painless, requiring less than ten minutes to set up, including uploading employee rosters and customizing rollout communications. With transparent pricing and two plan options, Mariner Financial Wellness makes financial education accessible to companies of all sizes without hidden fees. Privacy and security are core to the service, ensuring employee data remains confidential and never used for marketing purposes. Trusted by clients such as Teach for America and EnergyBBDO, the platform has demonstrated strong outcomes in improving employee productivity, reducing financial stress, and enhancing retention. Mariner Financial Wellness empowers companies to support their workforce’s financial health, creating a more engaged and stable workplace.

Media

Media

Integrations Supported

Integrations Supported

Diffblue Cover
IntelliJ IDEA
Parasoft
Qodana
RunCode
SEA Manager
Selenic
SimpleCov
Spring Cloud Data Flow

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$2500/year

Supported Platforms

Not specified

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Questis

Date Founded

2013

Company Location

United States

Company Website

www.questis.co

Company Facts

Organization Name

Mariner Financial Wellness

Date Founded

2015

Company Location

United States

Company Website

www.marinerfinancialwellness.com

Categories and Features

Compliance

Not specified

Employee Engagement

Benchmarking
Cultural Alignment
Employee Awards
Employee Recognition
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys

Financial CRM

Not specified

Financial Reporting

Not specified

Financial Wellness

Not specified

Categories and Features

Financial Wellness

Not specified

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