Finley, Your Personal AI Financial Coach
Using your Personal Financial Wellness Profile, Finley delivers tailored advice and strategies to help you manage investments, tackle debt, and achieve your financial goals. Get smart, personalized insights at every step of your financial journey with Finley by your side.
Meet Finley!
I'm Finley, here to provide you with expert, personalized financial support designed to help you achieve your goals and build a healthier relationship with money. Whether you're looking for portfolio analysis and tailored recommendations, strategic advice to manage stress and take calculated risks, or course suggestions to enhance your financial knowledge, I've got you covered. I also specialize in gathering the latest data on stocks, economic trends, and more, ensuring you have the information you need to make informed decisions. Let's get started on your journey to financial success, beginning with personalized course recommendations to help you reach your financial goals!
About Finley
FINLEY is an AI-powered financial coach and personal assistant, built on the latest OpenAI GPT models and enhanced by proprietary algorithms and data integration. This combination allows Finley to deliver highly personalized financial advice based on each user’s Financial Wellness Profile. A key feature, Organizational Benefits Integration, lets companies upload specific benefits documents and resources into their own private, custom AI database within Finley, ensuring that data remains secure, private, and tailored to their employees. Whether it's navigating retirement plans, understanding health savings accounts, or addressing other organizational benefits, Finley delivers context-specific insights that help employees make informed financial decisions. This not only reduces the burden on HR but also empowers employees to fully leverage available benefits. Finley is more than just a financial assistant—it’s a dedicated partner in your organization’s financial wellness, maintaining the privacy and integrity of your company’s unique data.