SmartPath
SmartPath provides a turnkey financial wellness platform that delivers live and on-demand classes on over 130 personal finance topics, one-on-one coaching, and AI-driven personalized recommendations. The co-branded platform is designed for retirement plan advisors and employers to increase plan participation and contributions while differentiating their services. SmartPath's proprietary AI sends customized content recommendations based on user demographics to ensure tailored education for every generation.
- Financial Technology
- Education Technology
- Artificial Intelligence
- Software Only
- Marketing Technology
Funding
Funding not disclosed
Founders
Founder details are not available yet.
Product
Problem
Retirement plan advisors and employers often lack the resources and expertise to deliver comprehensive, ongoing financial education to their participants and employees. This gap leads to low plan participation, insufficient savings rates, and missed opportunities to build loyalty and differentiate their services in a competitive market.
Solution
SmartPath provides a turnkey financial wellness platform that delivers live and on-demand classes on over 130 personal finance topics, one-on-one coaching with dedicated financial professionals, and AI-driven personalized recommendations. The platform is co-branded for partners, includes targeted marketing campaigns and regular touchpoints, and provides real-time reporting and insights through a customer portal. SmartPath handles content creation, tracking, and participant support, allowing advisors and employers to focus on their core business while offering a comprehensive financial education solution that increases contributions and strengthens client relationships.
Target Audience
Primary customers are retirement plan advisors and employers seeking to enhance their participant education offerings, increase plan participation and contributions, and differentiate their business with a comprehensive financial wellness solution.
Features
- Live and on-demand personal finance classes covering over 130 topics, including retirement planning and savings optimization
- One-on-one coaching with dedicated financial professionals for personalized participant support
- Proprietary AI that sends customized content recommendations based on user demographics, ensuring tailored education for every generation
- Co-branded platform and messaging with targeted marketing campaigns to keep partners top of mind with participants
- Real-time reporting and insights dashboard showing class popularity, user engagement with digital assessments, and custom content performance
- Custom retirement plan education solutions, including bespoke onboarding videos paired with ready-made retirement courses to fulfill fiduciary responsibilities
- Flexible participant support options, allowing partners to choose which questions SmartPath handles versus those they manage internally