New solution: Benefits-Aware Financial Guidance
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Candidly Core
Actionable, AI-native tools for smarter student debt repayment and college planning.
Inside Candidly Core
AI-native guidance
The Candidly Core platform is powered by Cait™ — our Conversational AI Tool that provides employees with precise, personalized actionable guidance for student debt and college planning.
Built for actionability
Once employees have the insights and information they need, Cait guides them to take action through exclusive tools built directly into the platform.
Repayment plan optimization
Student loan refinancing
529 plan finder
Private student loan finder
Smart payments
What will you achieve with Candidly?
Inspire action
71% of users click through to the solution when Cait suggests a next step using in-platform tools, such as comparing 529 plans or refinancing options. 1
Deepen engagement
61% of users explore new topics with Cait when returning to Candidly. 1
Transform outcomes
Users who apply for a new federal repayment plan through Candidly unlock an average $337 monthly reduction on their student loan bill. 2
Impact in action
Obstacle:
Financial wellness benefits are a no-brainer in the modern workplace. But offering inclusive financial wellness benefits is easier said than done.
Opportunity:
As the second most common form of consumer debt, student debt spans every age, gender, race, income, lifestage, and profession.
Outcome:
- Break through to employees across every cohort
- Achieve record impact with historically high-turnover populations: women, people of color, and software engineers
- Help employees get on track for a projected $3.5M in student debt impact
Obstacle:
With more than 35,000 US-based employees, finding benefits that resonate with diverse cohorts is a challenge — and with record-high turnover rates straining the retail industry, overcoming it is critical.
Opportunity:
Nationwide, 7 in 10 college-educated adults have student debt — and AEO associates are no exception.
Outcome:
- Implement a flexible, tiered program design that creates value for all employee cohorts — without overextending budget or compromising ROI
- Support every step of associates’ unique journeys, no matter their goals or background
- Help employees get on track for a projected $6M in student debt impact
Obstacle:
As a nonprofit behavioral healthcare provider, Hazelden sought to improve its recruitment and retention outcomes with offerings that speak to employees’ most pressing financial wellness challenges.
Opportunity:
Benefits that target student debt are a smart choice for organizations with a highly educated, highly indebted workforce.
Outcome:
Deploy a holistic, inclusive program that drives impact for everyone.
- Offer Candidly Core, PSLF, and Coaching to help all employees get on track for a projected $11.3M in student debt impact, and empower them to achieve other financial goals with Tuition Reimbursement and Emergency Savings offerings
- Drive even more impact with Student Loan Employer Contributions for eligible employees
Obstacle:
UBS has long been a leader in workplace financial services — and staying one step ahead of evolving needs is key to maintaining its competitive edge.
Opportunity:
Innovative, personalized student loan services create pathways for more end-users to build financial wellness — and for UBS to increase its relevance among all generations, income levels, business sizes, and industries.
Outcome:
Complement existing financial wellness offerings with a trusted and comprehensive student loan solution.
- Expand reach for immediate impact while also cultivating sustainable engagement as part of a pathway for financial independence and well-being
- Enable UBS customers to help their employees get on track for a projected $18.3M in student debt impact
Ready to learn more?
Learn what Candidly can do for your organization. Schedule a call with our team to get started.
- Cait user engagement statistics are based on first-party data from users who engaged with Cait through employer-sponsored benefits or paid marketing channels. Results reflect aggregated, anonymized interactions and outcomes across eligible users and time periods. Individual experiences and results may vary based on personal financial circumstances, loan details, and available options.