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how it works
A financial health platform powered by technology and human expertise
Most financial wellbeing platforms are built for scale, not for the moment it gets personal. nudge was built for both. Every employee gets a personalized financial action plan. Our intelligent technology personalizes impartial financial guidance for every employee, continuously, with CFP®-qualified coaches ready to step in at the moments that matter most. Together, they create something neither could deliver alone.
Intelligent technology
AI-enabled guidance changes financial behavior
Behind every personalized experience sits numa, nudge's AI. Working continuously in the background to identify the right guidance for each employee, deliver it when it actually matters, and update their action plan accordingly.
Real-time behavioral science
People don't always act on what they know. Behavioral science bridges that gap by identifying where employees get stuck and designing the right moment, message, and prompt to move them forward with their action plan.
Proactive engagement
nudge reaches employees when financial decisions arise. From major life events and open enrollment to periods of market uncertainty, and through the channels they already use, including your benefits platform, SMS, email, WhatsApp, and Microsoft Teams.
Enterprise scalability
Deep integration with HRIS and benefits platforms connects your data into one experience. Improving personalization, increasing benefit utilization, and giving HR teams workforce insights they've never had before.
human expertise
CFP®-qualified coaching
nudge coaches are CFP®-qualified employees. They're trained on your specific benefits package and operate under a strict "educate, empower, never prescribe" framework. No commissions or conflicts of interest. Coaching sessions are booked through, and hosted on nudge for a connected employee experience.
Live masterclasses
Live, facilitated group sessions that bring employees together around the financial topics that matter most to them. Real discussion, shared questions, collective progress. With on-demand versions available for those who can't join live.
One-on-one support at key financial decisions
When employees hit a major financial decision, they can access private coaching. Each session feeds directly into the employee's personalized action plan on nudge, so the conversation becomes clear next steps that numa helps employees prioritize after the call.
Global reach, local expertise
The same standard of financial health support, wherever your employees are in the world. Country-specific guidance, regional coaching expertise, local benefit knowledge, and content available in the languages your people speak.
A personalized financial action plan for every employee
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Proven impact
The value of nudge isn't measured only by what employees learn, but by what they do. Helping people act on the financial decisions that matter most improves saving, spending, borrowing, investing, and benefits engagement, building financial health and confidence, and delivering measurable value for employers.
Kiran Devani-Moody
Senior Benefits Program Manager, Intuit
The nudge partnership works particularly well because of nudge's localized, impartial approach. Employees receive relevant guidance based on local tax and financial considerations, alongside our own reward programs such as retirement plans and RSUs, without product selling.
Kiran Devani-Moody
Senior Benefits Program Manager, Intuit
Chris Britton
People Experience Director, Reward Gateway | Edenred
Through our partnership with nudge, we’re championing financial confidence as a cornerstone of empowerment, inclusivity, and long-term business success.
Chris Britton
People Experience Director, Reward Gateway | Edenred