How Questis Works
Our technology and relationship-driven approach are purpose-built to make Financial Empowerment scalable, affordable, and effective at workforce scale.
Personalized
Compassionate
Proactive
Equitable
Private
Secure
Financial stress is a moving target.
Workforce Financial Empowerment demands an agile, dynamic process.
Launch
In your “Launch” phase, we use direct engagement and AI-powered data analysis to assess the needs of your workforce as a whole and as individuals.
Rise
In your “Rise” phase, we use key learnings from your Launch to uplift your workforce with a personalized path to Financial Healing and Empowerment.
Thrive
Your “Thrive” phase focuses on sustaining positive behavioral change, maximizing business impact, and refining long-term plans and objectives.
HOW WE LAUNCH
Uncovering Problems and Their Root Causes
If your solution isn’t digging deep, it’s not going to work.
Our in-depth discovery process delivers targeted solutions that meet people where they are with the help they need.
Define business goals
Financial stress profoundly impacts healthcare and talent management costs and company culture. To deliver the best business impact, we personalize the Questis experience to align with your organization’s objectives, and we continuously refine and optimize our approach.
Show people you care
From the moment you Launch, your people can see that you’re investing in them and their financial futures. Our fully customizable proprietary survey engine is built to gather information and deliver support with complete confidentiality, compassion, and dignity.
Uncover problem areas
Retirement-focused financial benefits are failing the majority of American workers. Any one-size-fits-all approach is doomed to fail because there’s no shortcut to understanding and working through the precise problems affecting a person or workforce.
Scaling Life-Changing Support
Questis provides what’s missing from financial wellness programs: community, compassion, and meaningful human connections.
Compassionate Coaching
Relationship-driven support starts by understanding the person, not just their personal finances. Our coaches dig deep to understand where you’re coming from, what barriers you’re facing, and what you want out of the relationship.
Questis Communities
We ask people about their goals, needs, and preferences and create customized Questis Communities: coach-moderated support groups tailored to people’s specific problems, goals, life stages, identities, and more.
Behavioral Science
People/Technology hybrids like Questis Communities and workshops offer an infinite array of ways to explore and engage. Whether you’re a beginner or advanced user, there are always Financial Empowerment opportunities.
DIVERSITY & INCLUSION
Safe Spaces are Brave Spaces
Transformative change requires mutual trust and shared understanding. Questis Communities can offer group coaching and peer-to-peer support in groups based on lived experiences, goals, identities or any intersections of the following:
Ability
Age
Ethnicity
Gender
Goals
Race
Religion
Orientation
Socio-Economic
PEOPLE + TECHNOLOGY
Next-Generation Accessibility
To deliver Financial Healing and Empowerment for everyone, our People + Technology break down barriers to participation and success.
Employee Experience
Questis uses AI and Machine Learning to aggregate all your information in one secure place, create a personalized user experience, and deliver timely behavior-change prompts—on your device and on your schedule.
High-Touch Healing
Our coaches aren’t here just to educate you. Whether they’re helping you with your Paycheck Planning or negotiating new credit card interest rates, they’re committed to supporting you as a whole person.
Virtual Communities
Be a life-changing employer.
Let us help you empower and bond with your people.
