Solutions

Financial Wellbeing

Turn financial insight into everyday progress

Help customers and members make confident financial decisions, directly within the Intelligent Banking platform

Redefine financial
wellbeing

People expect more than access. They expect help making sense of their money.

Candescent embeds trusted, data-driven guidance into everyday banking moments, helping customers and members move from awareness to action without leaving their institution.

Financial Wellness

Financial wellbeing is an experience, not a tool

Static dashboards and generic education do not change behavior. Clear, timely guidance does.

Through trusted, pre-integrated partner solutions in the Candescent Marketplace, institutions can activate financial wellbeing faster, without added operational burden or fragmented experiences.

  • Understand their full financial picture
  • Build healthy money habits
  • Improve credit outcomes
  • Simplify investing and planning
  • Make confident decisions at every stage of life

A win for customer and the institutions that serve them

Financial wellbeing isn’t a standalone tool or a one-time program. It’s an experience, delivered in the moments that matter, built on trust, and powered by Intelligent Banking.

The experience

Members and customers engage with simple, data-driven tools that help them understand their financial picture and take action.

Core outcomes

  • Strong trust and long-term loyalty
  • More opportunities to advise, personalize, and grow relationships
  • Higher engagement beyond basic transactions
  • Stronger primary financial relationships over time

Why this is different

Most financial wellbeing solutions stop at education.

Candescent Financial Wellbeing solutions are embedded, contextual, and connected. Financial wellbeing is not an add-on. It’s a core capability that evolves with each person over time.

Extend financial wellbeing through the marketplace

Activate pre-integrated partner solutions that expand Financial Wellbeing without adding complexity, operational burden, or disconnected experiences.

We're here to help

We can help you take the guesswork and complexity out of finding the right solutions.