#WorkTrends: AI-Powered Financial Planning for Employees

HR is navigating endless changes right now, including how to best advise and equip employees with the savings and financial planning they need. What’s different: we’re not face to face. The tools and information need to be online — and in a platform that makes sense, offers simple and clear navigating, and presents the best savings opportunities there are. Employees are under enough pressure as it is. And they need a way to better support the financial stresses they’re under. And with the world changing so quickly, we need a platform that can leverage the power and the scope of automation. And while we’re at it, let’s make it trustworthy, reliable, scaleable, and easy for both employers and employees to use. 

Today I’m sitting down with Augie Smith, Founder of Otherhood, to talk about how his company partners with employers to help their employees with a pressing challenge today: saving as much pre-tax income as they can for what matters: healthcare, education, and retirement. We’ll be looking at the role of automation and AI in this innovative platform, and talking about why employee self-service is so important when it comes to benefit management.