New solution: Benefits-Aware Financial Guidance

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Candidly delivers personalized, AI-native experiences that meet users where they work, bank, and engage with financial services.

Employers

Boost employee retention, drive engagement, and supercharge benefits utilization.

Financial institutions & retirement industry

Drive value for your institution and your clients with the benefits and personalization participants demand.

Technology partners

Implement AI-native financial guidance that transforms end-user outcomes.

Do you receive Candidly as a benefit from your employer?

Follow the link or contact your benefits administrator to gain access to the Candidly platform. For more assistance, please contact help@getcandidly.com.

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Employers

Boost employee retention, drive engagement, and supercharge benefits utilization.

Close the benefits utilization gap

Our AI-native, benefits-aware solution gives your workforce holistic financial guidance grounded in their own finances and the benefits you already offer.

Cultivate a culture of loyalty

Candidly Core is our end-to-end student debt repayment and college planning platform that offers conversational AI guidance alongside tools that turn it into action. Employees who use Core are 39% less likely to turn over. 1

Offer direct support

Our sponsored benefit solutions offer direct support for employees’ biggest financial stressors, helping them pay down debt and build savings: Student Loan Employer Contributions, Public Service Loan Forgiveness, Coaching, and Student Loan Retirement Match.

Financial institutions and retirement industry

Drive value for your institution and your clients with the modern benefits participants, clients, and customers demand.

Offer in-demand workplace solutions

Our workplace benefit solutions pair conversational AI guidance with tools that turn it into action, plus employer-sponsored premium benefits that deepen return on investment.

Lead with innovation in the AI revolution

Our enterprise-ready solutions enable institutions to deliver secure, AI-native financial guidance in their own interface and within their own guidelines.

Operationalize a tax-advantaged student loan match offering

Our best-in-class Student Loan Retirement Match solution is SECURE 2.0-friendly, compatible with any recordkeeper or payroll administrator, and proven to drive new plan participation.

Technology partners

Implement AI-native financial guidance that transforms end user outcomes.

Build your own AI-native experience

Our enterprise-grade AI solutions are configurable, secure, and ready to be implemented in your own interface, with your own guidelines.

Connect guidance to benefits and workplace data

Our AI-native, benefits-aware solution helps your employer customers turn existing benefits into outcomes employees act on.

Deliver best-in-class workplace benefits

Partners serving the workplace can deliver conversational AI guidance, tools that turn it into action, and employer-sponsored premium benefits that deepen return on investment.

Ready to learn more?

Learn what Candidly can do for your organization. Schedule a call with our team to get started.

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1 Based on Candidly platform data retrieved as of January 2026.