Francis Investment Counsel Wins BizTimes I.Q. Award for Innovation

The idea of corporate financial wellness initiatives has caught fire, but organizations are only beginning to understand how to best design meaningful financial wellness benefits for their employees.

Currently, many service options either provide access to financial professionals or great technology. Thanks to Francis Investment Counsel, employers no longer need to choose between the two.

Francis Investment Counsel’s recently launched MoneyAdvice@Work® mobile application fuses personal relationships with powerful technology. The app, positioned as an employer-sponsored benefit, empowers employees to connect with a sales-free, professional Money Advisor from Francis Investment Counsel.

Additionally, the MoneyAdvice@Work® app provides employees one place to view and improve their overall financial plan. Features include account aggregation, goal tracking, educational modules, and money personality quiz. Employees can also view details regarding their employer-sponsored retirement benefit and receive quick answers to common money questions through financial tools, calculators, and content updated daily.

This innovative service offering gives employers the chance to provide powerful resources to their employees in order to decrease their financial stress and improve their overall financial well-being.

Francis Investment Counsel’s unique approach has not gone unnoticed. The MoneyAdvice@Work® mobile application was recently recognized with a BizTimes I.Q. Award for Innovation from BizTimes Media LLC.

The I.Q. Awards salute southeastern Wisconsin businesses for their innovative products, services, or processes.

“Innovation is a key driver to the economic success of our region,” said Dan Meyer, publisher of BizTimes Milwaukee. “We salute these companies for their forward thinking commitment to growth in our community.”

Francis Investment Counsel will be recognized during a special lunch ceremony as part of BizExpo on Thursday, May 31.

More information regarding the award, including a complete list of recipients, can be found here.