Case Study: FloQast enhances employee financial wellbeing with Bippit

A Bippit Case Study

Preview of the FloQast Case Study

FloQast engages 26% of employees with Bippit for financial wellbeing

FloQast, a fast-growing accounting software company, sought to enhance its employee wellbeing offerings after internal surveys identified financial wellbeing as a key priority for its diverse, global workforce. The challenge was to provide a high level of personalized financial support that would be valuable for all employees, from those making significant life decisions to expats navigating a new financial system. This led them to partner with the vendor Bippit for its financial wellbeing platform.

Bippit provided an all-in-one solution featuring access to FCA-qualified financial coaches and a suite of planning tools. This allowed FloQast's employees, many of whom are financially savvy, to receive personalized guidance tailored to their specific needs and life stages. The implementation was a success, with Bippit reporting that 26% of FloQast's employees actively engaged with the platform's expert coaches. The vendor's solution effectively addressed the company's goal of helping its people make the most of their financial lives.


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