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

Addition Wealth saves hours of manual work with Finch

Addition Wealth, a financial wellness company, needed an efficient way to access and manage select employee data from various HRIS and payroll providers to power its personalized financial platform. Their challenge was that traditional methods like manual file transfers and SFTP connections were cumbersome and did not provide real-time data, hindering their ability to deliver timely insights. They turned to Finch and its API integrations to solve this problem.

Finch implemented its unified API to provide daily and on-demand data syncs, ensuring employee information is always current. This solution standardized data across different providers, saving Addition Wealth hours of manual work on data mapping. The real-time access allows Addition Wealth to immediately reflect changes like raises or benefit updates in an employee's dashboard, greatly enhancing the customer experience.

Addition Wealth