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.
Boost employee retention, drive engagement, and supercharge benefits utilization.
Drive value for your institution and your clients with the benefits and personalization participants demand.
Implement AI-native financial guidance that transforms end-user outcomes.
Follow the link or contact your benefits administrator to gain access to the Candidly platform. For more assistance, please contact help@getcandidly.com.
Employers
Boost employee retention, drive engagement, and supercharge benefits utilization.
Our AI-native, benefits-aware solution gives your workforce holistic financial guidance grounded in their own finances and the benefits you already offer.
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
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.
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.
Our enterprise-ready solutions enable institutions to deliver secure, AI-native financial guidance in their own interface and within their own guidelines.

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

Our AI-native, benefits-aware solution helps your employer customers turn existing benefits into outcomes employees act on.
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.
1 Based on Candidly platform data retrieved as of January 2026.