The firm intellicents is revolutionizing how financial wellness is delivered in the workplace through its innovative intellisteps program — a foundational financial planning platform designed to meet employees where they are. Over the past year, intellicents transformed intellisteps from a static, paper-based tool into a dynamic, multi-format experience, offering both one-on-one and self-guided digital options. This modernization empowered over 15,000 individuals to take actionable steps toward long-term financial health. With a 71% conversion rate from foundational planning to wealth management services, intellisteps has proven to drive meaningful outcomes. By blending accessibility, personalization and enterprise scalability, intellicents sets a new benchmark in financial education — making financial planning not only approachable but transformational for America’s workforce.