How Questis Works
Our technology and relationship-driven approach are purpose-built to make Financial Empowerment scalable, affordable, and effective at workforce scale.
Financial stress is a moving target.
Workforce Financial Empowerment demands an agile, dynamic process.
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.
In your “Rise” phase, we use key learnings from your Launch to uplift your workforce with a personalized path to Financial Healing and Empowerment.
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.
Scaling Life-Changing Support
Questis provides what’s missing from financial wellness programs: community, compassion, and meaningful human connections.
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.
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.
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.
PEOPLE + TECHNOLOGY
To deliver Financial Healing and Empowerment for everyone, our People + Technology break down barriers to participation and success.
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.
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.