Remotiv

Financial ServicesFlorida, United States2-10 Employees

Remotiv bridges the gap between traditional financial education and modern digital engagement by delivering personalized, compliance-approved content in a format that mirrors how employees already consume financial information.

But we don’t stop there. Each employee’s experience is tailored to their financial goals, mindset, and behavior—while also spotlighting the employer’s chosen benefits. Organizations can promote their full value proposition while employees receive support that feels timely and actionable.

91% of employees want their employers to offer financial education and tools (HRO Today, 2024), but many still turn to social media—often relying on unlicensed influencers for advice (Forbes Advisor, 2023).

✅ Engages Where Employees Are
Remotiv delivers social media-style content, curated by licensed coaches and AI personas, to drive authentic, compliance-approved engagement across generations.

✅ Reaches 100% of the Workforce
Our system proactively delivers personalized readiness scores, savings plans, and investment guidance—no apps to download, no forms to fill.

✅ Delivers Enterprise-Scale Results
In under 90 days, Remotiv boosted digital engagement by over 30x for one of the largest U.S. employers, while also increasing contribution rates and projected retirement wealth.

✅ Elevates Fiduciary Oversight
Remotiv integrates with any retirement plan and recordkeeper, providing real-time analytics, custom reporting, and behavioral impact.

✅ Promotes Benefits Awareness
Beyond retirement, the platform helps employers highlight additional benefits through strategic, targeted content.

We complement the systems you already trust—elevating their effectiveness through engagement and impact.

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