Embedded financial education solutions that spur growth
Drive growth and enhance the value of your product with embedded financial education. Partnering with SmartPath enables you to offer targeted education to your users and then leverage the data to drive business objectives and deepen customer relationships.
Enhance your technology with SmartPath
Product Features
Live classes are offered daily at various times to accommodate busy schedules. Your employees can't attend in real-time? Don't worry! We have a complete on-demand video library accessible 24/7.
Personalized class recommendations based on employee demographics are delivered bi-weekly via email or SMS text. All we need is an eligibility file to get started.
Leverage comprehensive data to ensure your benefits are positively impacting employees.
The entire user experience is now accessible in Spanish, including the product platform, communications, and our most popular live and on-demand classes.
Licensed professionals who are obligated by their fiduciary duty to act in the best interest of your employees.
Our team has at least 15 years of experience each—that’s over 100+ years combined.
Our coaches are available seven days a week across the United States.
Your employees will work with the same coach every time they call. Their SmartPath coach gets to know them and their financial goals and challenges, ensuring they receive consistent, personalized advice.
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