Our personalized digital coaching application goes much further than accounting when it comes to financial management. Our platform empowers users to take control of their finances thanks to secure, user-friendly technology leveraged by Artificial Intelligence.
We worked with a renowned university in Canada to develop an easy and interesting self-assessment. Completing it will help your employees discover what money means to them. It could be autonomy, success, generosity or pleasure.
A second self-assessment allows the individuals to discover how they perceive their financial health.
Employees then proceed to connect their financial data from all their financial institutions. This provides consolidated personal finances. The app uses banking level security, and the data is anonymized to assure confidentiality and security.
After the previous steps are completed, the app provides personalized financial coaching to employees with recommendations based on the person’s needs, while considering their financial and socioeconomic situation and their relationship to money.
The application tracks and categorizes all income and spending, as well as users’ assets and debts. It is possible to access their personal finances at any time and get an overview of their situation. Once done, the app confirms or adjusts the users’ financial health portrait.
Kaira will follow-up on their objectives and achievements to help them stay on track.
In achieving financial wellbeing
To improve finances and ability to save
The impact of financial stress