Ascensus and Financial Finesse Extend Collab

Ascensus is extending its relationship with Financial Finesse, in an effort to support increased plan engagement and improve participants’ overall financial wellness.

Since 2018, Ascensus has integrated Financial Finesse’s capabilities with its other financial wellness tools and resources, like the READYSAVE app, which are tailored for retirement plan participants.

Since the commencement of its partnership, Ascensus says its participants who use Financial Finesse have achieved the following results:

• 99.2% of users felt better prepared to make a financial decision.
• 90.9% felt more prepared for their future after their coaching session.
• 80% took at least one action within 30 days of working with a coach.
• 63% who did not have emergency savings now have at least $1,000 set aside for unplanned expenses.

“The opportunity for this unique solution to benefit our clients for years to come is exciting to us all,” said Jason Crane, head of Core Retirement at Ascensus. “We’re committed to empowering savers to take control of their financial wellness and prepare for the future, and Financial Finesse has proven to be an effective partner in helping to boost plan engagement and get more savers saving more.”

“We are thrilled to deepen our relationship with Ascensus,” said Liz Davidson, founder and CEO of Financial Finesse. “The scale of this expanded partnership underscores their commitment to innovation and relentless focus on supporting retirement plan advisors and plan sponsors while helping millions change their financial lives and save for a better future.”