A financial wellbeing platform with a human touch
With Claro Wellbeing's platform, your people can overcome personal finance obstacles, take control of their spending and improve their know-how – all while being rewarded.
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Expert financial coaches, one calendar invite away
Get 1-2-1 coaching sessions with Claro Wellbeing’s expert financial coaches.
Remote, flexible guidance: have your coaching sessions delivered over Zoom or simply message your coach via WhatsApp.
Get expert guidance: get feedback on your financial plan and have your questions answered by a certified coach.
Gain perspective: talk through your specific personal finance challenges and learn your options.
Budget, the smart way
Put an end to spreadsheet headaches with Claro Wellbeing’s powerful budgeting tool.
See your money: see your daily spending in one place and set your monthly budget using real-time data.
Take the pain out: reduce friction with our simple-to-use platform, built by Claro’s team of data scientists.
Fully secure: connect your bank accounts, via our secure, FCA authorised and regulated open-banking provider.
A learning platform, built by experts
Our best-in-class learning platform helps you improve your financial know-how, whatever your starting point.
Grow your financial knowledge: acquire essential financial knowledge and make your money work for you.
Pick your topics: choose topics as you go, or work through our entire syllabus from financial novice to guru.
Flexible learning: all courses are included as part of your plan, so there’s no limit to what you can learn.
Introducing: Finance Fridays workshops
As featured in the Guardian, Finance Fridays are fun 30-minute group video workshops for you to complete tasks you’ve been putting off.
Be accountable: tackle financial tasks independently, together – one Friday every month.
Guided by financial coach: be motivated and guided throughout your session by a financial expert.
Get handy tips: share and receive financial tips with your colleagues.
Custom-made, live webinars
Choose from over 16 customisable, live webinars to schedule for your team, covering everything from managing finances during the cost of living crisis to buying your first house.
Completely tailored: you choose what topics are covered, based on your needs and interests.
Information-rich accessible content: you get the best of our coaches’ knowledge distilled into an easy-to-follow presentation.
Q&A in every webinar: get your questions answered at the end of every webinar.
Fully secure encryption
Free for employees
Access to tools, calculators, articles, videos and on-demand webinars
Employee confidentiality is always respected
Only you can see your personal financial data in the platform. All calls with financial coaches are completely confidential.
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Analyse and report on your organisation’s progress
Easily report on key metrics with in-platform analytics.
Protect privacy: anonymised, aggregated data views mean your employees' data will remain completely confidential.
Create custom reports: easily communicate the metrics that matter, like your team's benefit adoption rate, engagement rate and financial confidence score.
Attract and retain great talent — without hurting your bottom line
Start bolstering your team’s financial health today.
69% |
say their employer should do more to support their personal finances |
78% |
say their employer is doing either an average or below job of looking after their finances |
76% |
say if their employer offered a financial wellbeing benefit, they’d use it |
