Platform
Technology empowers financial care, but it can’t replace it.
Instead of automating away the most important relationship between a client and their Financial Assistant, our technology platform simplifies things to make that relationship better to help them achieve true financial wellness.
We’re human-centric in everything we do.
Our Financial Assistants use automated tools to help streamline decision-making so they can focus on people instead of processes.
Payroll integration
You and your employees have enough to worry about without trying to navigate a dozen point solutions. So, we make it easy to implement Brightside. With a standard eligibility feed and a simple connection to payroll, you have a secure, holistic financial service you can trust.
Simplified information gathering
Brightside clients never have to retell their story when they talk to their Financial Assistants. Our custom CRM surfaces all relevant client info while enabling conversation and planning through the client’s preferred channel. Conversations are fast, engaging, and effective.
Rules-based decision-making
As helpful as automated systems can be, core decision-making should always be human. That’s why we document follow-up tasks based on expectations set with the client, determine personalized solutions based on each person’s specific needs, and fast-track emergency solutions.
We’re ready to help your people become financially healthy.
Our decades of combined experience and cutting-edge technology allow us to take your workforce beyond financial wellness and into real financial care.
Brightside has the platform for you and your employees.
If you’re ready for technology that puts people at the center, let’s talk.
