Sales Resource Center
Lead employees to
financial wellness.
With FinPath, you have the power to help employees improve their relationship with money and go from surviving to thriving.
Important Resources
Proposal
A catch-all guide to Hub FinPath
Product Sheet
A 2-page overview of the FinPath product and its services
FinPath Course Catalog
FinPath course catalog
FinPath Deck
Powerpoint overview
Strategic Solutions
Salary Finance
Program Overview
Solutions for Employers
Strategic Solutions
Brief Overview Deck
Onboarding Timeline
Video Library
Introducing FinPath
Welcome to FinPath
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Bienvenidos a FinPath
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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/732475033?h=a8dc7a30dd&badge=0&autopause=0&player_id=0&app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – Introduction (Spanish)”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>
FinPath Communications
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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/728139454?h=7ace15e57b&badge=0&autopause=0&player_id=0&app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – Communications Overview”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>
What is a Client Success Manager?
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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/728140324?h=11d52938f0&badge=0&autopause=0&player_id=0&app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – What is a Client Success Manager”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>
Financial Coaches
Meet Aaron
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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/739026863?h=eb66e036fa&badge=0&autopause=0&player_id=0&app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – Meet Aaron Hennig”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>
Meet Janett
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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/739043309?h=bc0371a912&badge=0&autopause=0&player_id=0&app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – Meet Janett Tapia”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>
Meet Antonieta
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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/739040545?h=2b43e03ca3&badge=0&autopause=0&player_id=0&app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – Meet Antonieta Amendolara”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>
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