AI isn’t replacing HR. It’s redefining it. When used thoughtfully, AI empowers HR teams to deliver more personalized, human-centered support at scale, from benefits engagement to financial guidance and beyond. The future of HR is human + machine, combining empathy, insight, and data to create better employee experiences. #BrightPlan #AIinHR #HRinnovation #futureofwork #employeeexperience
BrightPlan
Human Resources
Boca Raton, FL 3,107 followers
A leader in Total Financial Wellness. The BrightPlan solution is built to lead all employees to financial success.
About us
BrightPlan is a leader in Total Financial Wellness. Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life. BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is real-time, personalized and integrated with employer benefits. BrightPlan’s mission is to make financial success attainable for everyone. The BrightPlan solution includes an AI-powered digital platform combined with experienced financial advisors. This unique combination of digital and human expertise is used by thousands of employees and supports each aspect of personal financial and wealth management from - financial planning, budgeting, savings, investing, debt management, retirement, and wealth transfer. BrightPlan guides each employee to identify their unique financial goals and create a plan to achieve them. Personalized recommendations, supported by digital and human advice, set employees up to become and stay financially well. With tailored financial education, employees better understand and maximize corporate benefits, increasing employee engagement and retention. The BrightPlan employer dashboard provides objective insights into the financial wellbeing of your employees, with actionable strategies for continued improvement.
- Website
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http://www.brightplan.com
External link for BrightPlan
- Industry
- Human Resources
- Company size
- 11-50 employees
- Headquarters
- Boca Raton, FL
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Financial Advice, Wealth Management, Investment Management, Financial Planning, Asset Management, and Financial Wellness
Products
BrightPlan
Financial Wellness Software
BrightPlan's financial wellness solution is built to lead all employees to financial success on their own terms at every stage of life.
Locations
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Primary
Get directions
7491 North Federal Hwy, Ste C5-302
Boca Raton, FL 33487, US
Employees at BrightPlan
Updates
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We’re one day away from our next webinar, “HR 4.0: Leading Your People Function Into the Future!” Join HR futurists and author Amy "Amy H-R" Hanlon-Rodemich and BrightPlan CRO Joelle Vail as they discuss: - The next evolution of HR - How to balance AI and humanity in the workplace - Strategies to stay agile in the face of rapid change When: Thursday, November 6 | 1 PM ET Cost & Sign-up: Free registration (link in comments) *Bonus for Live Attendees: Earn 1 Professional Development Credit (PDC) toward SHRM and HRCI recertification by attending the full session live. #BrightPlan #HRstrategy #AIinHR #futureofwork
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The world of work is changing faster than ever. HR leaders are expected to lead through disruption, integrate new technologies, and stay human-first all at once. Join us on November 6 at 1 PM ET for “HR 4.0: Leading Your People Function Into the Future,” where we’ll unpack the forces reshaping HR, and how to turn the changing HR landscape into opportunity. Registration link is in the comments! *Bonus for Live Attendees: Earn 1 Professional Development Credit (PDC) toward SHRM and HRCI recertification by attending the full session live. #BrightPlan #futureofwork #HRleaders
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In our recent webinar, we explored how financial behaviors influence employee well-being and workplace outcomes, as well as how HR leaders can take action with scalable, personalized solutions. If you missed the live session, you can now watch it on-demand. Visit the comments for a link to the replay. #BrightPlan #financialwellness #employeewellbeing #HRcommunity #futureofwork
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Seats are filling up fast for HR 4.0: Leading Your People Function Into the Future. Don’t miss out on this forward-looking session about what’s next for the profession and how to lead your team through transformation. Save your spot before it’s too late! Register using the link in the comments. *Bonus for Live Attendees: Earn 1 Professional Development Credit (PDC) toward SHRM and HRCI recertification by attending the full session live. #BrightPlan #HRleaders #futureofwork
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What does it take to lead your HR function into the future? In our upcoming webinar, you’ll learn: - What HR 4.0 really means and why it’s bigger than digital transformation - How emerging tech, regulation, and culture intersect to shape the next era of work - Tangible ways to future-proof your people strategy Webinar: “HR 4.0: Leading Your People Function Into the Future” November 6 @ 1 PM ET Registration link in the comments. *Bonus for Live Attendees: Earn 1 Professional Development Credit (PDC) toward SHRM and HRCI recertification by attending the full session live. #BrightPlan #HRstrategy #futureofwork #employeewellbeing
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Financial stress is one of HR’s most visible challenges, and yet its root causes often go unseen. Here are a few of our favorite takeaways from “Seeing the Unseen: The Psychology of Financial Wellness”: - Financial stress doesn’t just affect wallets. It affects confidence, focus, and retention. - One-size-fits-all programs fall short. Personalization and empathy are key. - Scalable support is possible when HR combines human insight with AI-powered tools. If you missed the session, you can still catch the full conversation on-demand. Link to the on-demand replay is in the comments. #BrightPlan #HRleaders #financialwellness #AIinHR #employeewellbeing
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For our next webinar, we’re thrilled to welcome back Amy "Amy H-R" Hanlon-Rodemich, HR futurist and author known for her bold insights on how emerging technology, culture, and human leadership intersect to shape the workplace of tomorrow. Join Amy on November 6 at 1 PM ET for an exclusive session, “HR 4.0: Leading Your People Function Into the Future,” where she’ll explore what it really means to lead with humanity in an age of rapid change and AI innovation. Link to register is in the comments! *Bonus for Live Attendees: Earn 1 Professional Development Credit (PDC) toward SHRM and HRCI recertification by attending the full session live. #BrightPlan #futureofwork #HRleadership #AIinHR
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Open enrollment doesn’t have to be confusing. Swipe through for 3 ways HR and benefits leaders can make open enrollment simpler and more impactful this year. #BrightPlan #openenrollment #employeebenefits #HRtech #financialwellness
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HR teams are under pressure to do more with less. BrightPlan helps lighten the load. Our digital platform delivers personalized, 24/7 financial wellness support, so employees get the answers they need without adding more to HR’s inbox. It’s scalable to every employee and seamless to integrate with your company’s existing HR tech. #BrightPlan #financialwellness #HRtech #peoplefirst #employeewellbeing
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