Questis is a configurable financial wellness technology platform that allows retirement advisors and financial service providers to easily deliver personalized financial wellness programs to their plan sponsors and participants. Founded by experienced financial advisory professionals, Questis pairs the power of software with the customization and communication required to fuel behavior change. With seamless integration tools, processes, and human experts, Questis makes financial wellness simple, available to every participant, and scalable. Now, anyone looking to offer financial wellness as a service can do so simply, and customized to their requirements and branding.
"For a long time, when it comes to participant education, our industry has been singularly focused on just getting participants to save for retirement without taking into consideration barriers that are preventing them from saving. Participants are experiencing tremendous amounts of financial stress and our plan sponsors are concerned because this stress is having an impact on worker productivity. We’re really passionate about filling this massive gap for our customers."
Read Questis Reviews, Testimonials & Customer References from 8 real Questis customers.
Browse Questis Case Studies, Customer Success Stories, & Customer References from 9 businesses that use Questis.