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Origin

Tuesday, June 21, 2022

Financial Wellness Leader: unlimited 1-on-1 video sessions with CFP along with all-in-one Money Management platform

Transcription:

What is Origin?

Origin is a modern financial wellness tool that is gonna help employees solve the biggest source of stress for them, which is money and finance. Right now, employees have a lot of questions, and they really don't know where to go. They actually go into employers, but they don't have the resources to be able to go out there, and have the you know, professional advice, employees are asking for this but it's outta reach. The modern financial system really is built for the wealthy who have more assets under management, so we help solve that problem.

How is Origin different?

Origin is different because we go through the employer to be able to offer this as an employee benefit. What we wanna be able to make sure employees have the access to, is tools and resources in the dashboard. So they're not making decisions in a vacuum. They can look at everything from personal finances to their entire compensation package, which could include bonuses, base salaries, retirement, ESPP, tax preparation. So we have a dashboard that's gonna be able to provide you all these insights. So you're not just, you know, making everything in a vacuum. And then on top of that, we are gonna provide the largest network of CFPs in the world. We have a proprietary network of CFPs, and we're gonna be able to make sure that every employee gets unlimited access to that professional advice. And they're all fiduciaries. We have a diverse network and we also are able to solve the international employee problem as well.

Who is a good fit for Origin?

You know, any employer right now that is looking to be able to provide a sticky benefit to their employees, that's gonna be able to give them the tools, resources and confidence to bring their whole self to work around finances. Typically they're gonna be in the hundred plus employer arena and, you know, employers that are looking for equity compensation, international employees, would certainly fall more in line, but we work with companies of all shape, sizes, and industries.