HOW DOES FINANCIAL FITNESS BENEFIT YOUR ORGANIZATION?

How does Financial Fitness benefit your Organization?

Do your employees want to get out of debt? Save more money? Borrow less? Stop living paycheck to paycheck? Pay less in interest and fees? Upli can help your employees live more financially healthy lives.

Do you want happier, more productive employees? Fewer employees borrowing from retirement savings or payday lenders? Lower health care costs?

SEE HOW THIS WILL HELP YOUR BUSINESS

EMPLOYEE POWER

The Empowered Employee

A healthy business is fueled by financially fit employees. Financially fit employees will focus on business tasks without the distractions of personal financial obligations. Upli was designed to help your employees take control of their financial situation and maintain financial fitness.

Tools for Living

Paints a personalized financial picture

Your employees get 360° insight into their finances, giving them answers to their financial questions and more bandwidth to focus on their work.

This Results in

Higher productivity

Reduced absenteeism

A PEOPLE-FIRST APPROACH

Boosts accountability and morale

Employees can set, track and meet their short-and-long-term financial goals creating financial stability. This leads to having employees who are less stressed and more productive at work.

This Results in

Employee loyalty

Quality of life

ACTIONABLE INSIGHTS

Encourages good financial choices

Upli provides impartial recommendations for financial products and services tailored to individual employees’ financial needs.

This Results in

Employee loyalty

Quality of life

UPLI TAKES FINANCIAL FITNESS TO THE NEXT LEVEL

Upli is a fully featured platform for helping your employees make informed financial decisions.

Paycheck budget allocation

Employees can easily allocate desired amounts towards expenses, savings targets and financial goals.

Personalized actionable insights

Timely alerts provide feedback on spending habits and goals with recommended next steps.

Aggregated view of all accounts

Sync bank accounts for a detailed visualization of spending categories

Improve financial habits

Set up monthly goals to help employees save the right amount.

Monthly Cashflow

Employees have clear visibility into their money earned vs money spent.

Secure document storage

Sensitive documents such as bank statements and bills are securely stored in the app for safe but ready access.

In Their Words

What companies are saying about Upli.

Why do organizations trust Upli’s financial wellness offerings? Because their people are taking advantage of these benefits and taking action to improve their financial lives.

I really like how Upli sends me alerts when I’m deviating from the game plan. Like if I’m spending too much on dinners, I want it to tell me I’m not going to reach my saving goals for the year if I keep going out.

Mike

Employee

I really like how Upli sends me alerts when I’m deviating from the game plan. Like if I’m spending too much on dinners, I want it to tell me I’m not going to reach my saving goals for the year if I keep going out.

Mike

Employee

I really like how Upli sends me alerts when I’m deviating from the game plan. Like if I’m spending too much on dinners, I want it to tell me I’m not going to reach my saving goals for the year if I keep going out.

Mike

Employee

I really like how Upli sends me alerts when I’m deviating from the game plan. Like if I’m spending too much on dinners, I want it to tell me I’m not going to reach my saving goals for the year if I keep going out.

Mike

Employee

READY TO TAKE ACTION SO YOUR EMPLOYEES CAN TOO?

Empower your employees with financial wellness

Upli solves the underlying problems that lead to financial stress. Schedule a demo to explore how it can benefit your employees – and your organization.

Request a Demo