Candidly

Student debt doesn’t exist in isolation — and the right repayment strategy can have a positive impact on every other area of a borrower’s financial wellbeing. In our latest community webinar, Candidly Coaches Carli Coyne Reddy, CSLP and James Sheridan, CSLP® offered tactical guidance balancing student loan repayment with other financial wellness priorities — including insights like: 💪 How to build a strong financial foundation that provides stability for today and for tomorrow ⚖️ Smart strategies for balancing debt payoff with retirement savings and emergency funds 💡What to know before major milestones like buying a home or getting married 🏛️ Critical incoming policy changes that every borrower should understand

Live from #SPARKForum2025! 📍🎉 Drop by our booth to learn about our AI-driven financial wellness solutions for student debt and beyond.

Efficiency is the new growth strategy in tech. As teams scale through hiring freezes and tighter budgets, finance leaders are finding new ways to move fast and stay in control. Join Brex, Candidly, and HappyCo on Nov 6 in NYC for a finance + ops happy hour. Come for the conversation, stay for the drinks (and a few fun giveaways!). RSVP Today: https://bit.ly/4o98fZn

📣 Retirement industry leaders: Are you heading to the SPARK Forum next week? We'll see you there! Drop by our booth to learn about Candidly's solutions for AI-driven financial wellness, SECURE 2.0-friendly student loan retirement matching, and more. Laurel Taylor Michael Sowa, CFA, FRM, CAIA April Mellas #SPARKForum2025

Only 40% of U.S. workers have a “quality job,” per a new survey of 18,400 workers. And financial well-being sits at the top of how “quality” is defined. Kudos to Jobs for the Future (JFF), The Families and Workers Fund, the W.E. Upjohn Institute, and Gallup for this eye-opening study. One data attribute that was missing in the measurement of financial well-being: debt. Today, 43 million Americans carry student loans and roughly 100 million report medical or dental debt at some point. Looking only at assets and ignoring the liabilities side of the balance sheet is, quite literally, one-sided. The study finds just 27% of employees “living comfortably,” while 29% are “just getting by” or “finding it difficult to get by.” And pay alone does not necessarily equate to peace of mind. The unlock is first-mile guidance. Providing holistic guidance that *also* addresses the blocker to wellness and wealth (debt) in personalized, actionable, plain english is key. Automate the action and outcomes at work - where most workers experience financial services - and via the systems the employer already uses - payroll, 401k, insurance providers, etc. Show the math for those that want to double click. Most importantly, make it easy for HR and end user alike to deploy and adopt. Debt-aware financial well-being is how a “quality job” becomes a quality life.

Employees report feeling an average of 79% more confident about their student debt after they meet with a member of our Coaching team — so it's easy to see why Candidly users are saying they LOVE this benefit. 🤝💙🎓

October is National Retirement Security Month 🗓️🔒 With 8 in 10 borrowers reporting that their student debt impacts their ability to save for retirement, it's critical to raise awareness of this widespread barrier — and to highlight how employers can help their workers move beyond their student loans and into a financially secure future. By offering a SECURE Act 2.0-enabled student loan retirement match program, employers can empower their workforce to make simultaneous progress toward debt payoff and building for the future — and early adopters of this workplace benefit are already reaping the rewards. Get our tips for operationalizing — and optimizing — your student loan retirement match program on our blog: https://lnkd.in/gpP78h3m

We’re excited to share that Kleinfelder is now offering our Core platform to more than 3,000 employees. Welcome to Candidly, Kleinfelder! 🎓💰🚀

We’re excited to officially unveil our latest AI innovation, the Candidly Intelligence Center.  🚀✨ The Candidly Intelligence Center is a sophisticated backend system that coordinates specialized AI agents across numerous financial domains — including college planning and student loan optimization, retirement planning, emergency savings, and benefits analysis — and layers seamlessly with user-facing interfaces (like Cait, our Conversational AI Tool). This two-part architecture enables financial service and workplace providers to deliver human-centered guidance at scale. In doing so, the Candidly Intelligence Center can help to close the accessibility gap between the traditional advisory model that disproportionately serves high-net-worth clients, and mass-market solutions that lack the technical sophistication needed to provide meaningful insights and actionable strategies. Read our press release to learn more about how the Candidly Intelligence Center is transforming financial services for the AI era: https://lnkd.in/gzm8Sg6y