Case Study: Mentoro achieves scalable, technology-powered Collaborative Financial Wellness with Questis

Mentoro Works With Questis to Offer a Comprehensive Financial Wellness Solution

Mentoro, a financial education company delivering turn-key Collaborative Financial Wellness™, faced the challenge of correcting a growing retirement crisis driven by low financial literacy and one-size-fits-all programs. To scale personalized, accountable financial education that combines human mentors, behavioral finance and engaging technology, Mentoro partnered with Questis and adopted the Questis technology platform to power its program.

Using Questis’ configurable participant management and financial wellness platform, Mentoro delivers tailored guidance, assigns action items and goals, and monitors progress both at the individual and employee-population levels. The Questis-enabled solution makes Mentoro’s coaching scalable and trackable—improving participant accountability, measurable progress tracking, and the ability to deliver personalized, enterprise-wide wellness programs that support plan sponsors and help address the retirement shortfall.

Mentoro

Casey Stegman

Senior Vice President of Business Operations and Strategic Planning