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Read 8 Questis reviews and testimonials from customers, explore 9 case studies and customer success stories, and watch customer videos to see why companies chose Questis as their Financial Services

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.

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Customer Rating Review Scorebased on 1201 reference ratings
4.8/5.0 (1201)

8Testimonials

  • "Questis allows us to be up to date with any actions taken by our participants. Whether its the chat feature being used for quick questions or the addition of a new user and completion of the assessment. The system allows our relationship to be that much closer. One of the biggest tools that have become a necessity when working with participants is goals. We find that most people have accrued debt over the years for whatever situation they have encountered. The goal-setting feature allows us to be able to tell a hard-working individual exactly when they could be completely debt-free if all things stay the same. 63% of people cannot cover a $1000 emergency, but with the goal feature, we are able to prevent participants from becoming part of that statistic. Questis has made it easy to empower people with the knowledge they deserve, which in turn helps create a plan and increase financial wellness."

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9 Case Studies

  • Mentoro Works With Questis to Offer a Comprehensive Financial Wellness Solution

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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.