My Financial Expert™ Featuring Digital Financial Manager



A modern financial wellness platform to help employees prepare for life’s biggest moments

Empower your organization with a comprehensive financial wellness platform that’s easy to implement and can help ease that burden. My Financial Expert provides employees with highly desired financial management, identity protection and restoration, along with device and data security features.


Financially distracted employees can have a costly impact on business


of employees are stressed about their current financial situation¹


of Americans worry about having their identity stolen²


of HR leaders are worried that employees’ financial issues outside of the office affect their productivity³

Infographic: Financial Wellness in the Workplace

Blog post: The Costly Impact of Financial Stress – and What You Can Do About It

Help employees achieve financial wellness with tools to help them manage budgets, review transactions, and help improve their credit sooner.


Digital Financial Management

Equip employees to manage their credit and transaction data in a single experience with unique insights and recommendations that help them reach their goals sooner.

360° view of financial accounts

Stay on top of daily spending with recommended budgets powered by AI and machine learning of past transactional behavior.

Industry leading monitoring and alerts

Access and monitoring of your Experian® credit file and VantageScore® 3.0* to better understand your current credit standing and personal finances.

Exclusive credit insights

Combine the power of financial transaction and credit data to unlock 50+ unique insights and recommendations to help achieve financial goals.

*VantageScore is a registered trademark of VantageScore Solutions, LLC. 

Also offering:

Full-service Identity Protection & Restoration

Device & Data Security

Find out what employee benefits plan is best for your business

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¹Bank of America, 2022 Workplace Benefits Report, August 2022

²Gallup 2022

³Morgan Stanley, State of the Workplace Financial Benefits Study, September 2022