Financial Wellness (FinPath)

Financial wellness built for five generations at work

FinPath by HUB pairs an artificial intelligence (AI)-enhanced digital assistant with certified human financial coaches, covering budgeting, debt and saving so every generation in the workforce gets support that matches where they are financially, not a one-size-fits-all program.

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Why It Matters

One-size-fits-all doesn't work for five generations

A majority of employees experience financial stress at work, and financially stressed employees lose nearly 20 workdays a year to distraction. Five generations working together bring diverse needs, stressors and expectations, and traditional, one-size-fits-all benefits aren't evolving fast enough to keep up — leaving real financial stress and its effect on productivity, largely unaddressed.

HUB's Approach

One platform, built to meet every generation where they are

FinPath by HUB combines education, one-on-one financial coaching, a digital money assistant called FinPath Intelligence and a paycheck analyzer with account aggregation — reaching employees wherever they are financially, not just those already engaged with retirement saving. Younger employees managing student debt get different support than employees closer to retirement, and the platform is built to tell the difference rather than deliver the same generic message to everyone. HUB's Retirement and Private Wealth affiliates back this platform with the same institutional-scale resources behind HUB's broader retirement work. Employers also receive impact reports, giving HR and finance leaders visibility into how the workforce is engaging with the platform.