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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.

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Important Resources

Proposal

A catch-all guide to Hub FinPath

Product Sheet

A 2-page overview of the FinPath product and its services

Download Version 1 → Download Version 2 →

FinPath Course Catalog

FinPath course catalog

FinPath Deck

Powerpoint overview

Strategic Solutions

Salary Finance

Program Overview

Solutions for Employers

Strategic Solutions

Brief Overview Deck

iLOCK360

Savi

Onboarding Timeline

FinPath 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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