Case Study: Addition Wealth delivers real-time financial insights with Finch

Addition Wealth Delivers Real-Time Financial Insights with Finch

Addition Wealth, a financial wellness company, needed a more efficient way to access employee census and pay data so it could keep its personalized employee financial dashboard current. To tailor benefits insights for each employer client, the company relied on Finch and its HRIS and payroll integrations instead of manual file transfers and SFTP-based updates.

With Finch’s unified API and Finch Connect, Addition Wealth can securely connect to multiple HRIS and payroll providers, pull standardized data in real time or on demand, and map fields consistently across systems. This reduced manual work, eliminated SFTP headaches, and helped Addition Wealth deliver fresher financial insights to users while also strengthening its sales process by making HRIS integration a simple yes for prospective customers.

Addition Wealth

Amy Chou

Chief Product Officer