'Our vision was and still is to make financial wellness attainable for everyone,' asserts Marthin De Beer

BrightPlan is several steps
Marthin De Beer, who has worked in a vast array of industries and enterprises, strongly believes in value-based leadership and finds his greatest satisfaction in guiding teams to solve difficult problems. Keep reading to learn more about his thoughts on personal financial management and the innovative fiduciary solutions offered by his organization BrightPlan.

92% of employees are stressed about their finances and this has a profound impact on their ability to be productive and to be their best self at work.

Media 7: You have a wealth of experience; could you please tell us about your professional past, emphasizing the situations that inspired you to pursue a career in this field?
Marthin De Beer: Yes, I think it was Robert Bryan who said that a life of purpose is the purpose of life, and in many ways, this has been ringing true throughout my career. I became acutely aware of how stress can lead to physical and mental health challenges in my own family, and this was while I was pursuing a tech career and working at Cisco. Then I came to a place where I decided I wanted to apply everything I have learned to help solve one of the biggest challenges for everyone, which is personal finance, so that is what led me to start this company because it has a much greater purpose than just building a business. It could potentially help millions of people have better lives. It's not just employees but also their spouses, partners and children. So that's what inspired me to pursue a career in this field.

M7: Throughout your illustrious career, how have principles such as integrity, honesty, and value-based leadership guided your actions? Please elaborate.
MB: Yes. Value-based leadership has always been core to who I am. I do believe we answer to a higher power. And in that context, that's what keeps me honest and ensures that I always try to do the right thing. I wouldn't venture to claim that I always do the right thing. I also make mistakes, but if that's your focus, being transparent and honest and whether it's in your business or your personal dealings, you are always doing the right thing, it goes a long way. The most important item in a career is always your reputation; at the end of the day, what you are known for and who you are makes all the difference in the world, whether it's for the people you work for or the people that work for you. So that has been a guiding principle throughout my career.

M7: You being the CEO of BrightPlan, what do you think are the most common errors entrepreneurs make when starting their own company?
MB:
That's a big question, and there are many potholes you can step into when you start a company, but assuming you get the basics right, I would say the nuances, the things that aren't that obvious for most people, would be items like taking advice from the wrong people. I think especially young entrepreneurs have to be very careful who they go to for advice, select as board members, and who they bring on as investors. Because if you partner with the wrong people, it can cause you to make the wrong decisions, and it can cause you to take your company in the wrong direction.

The second one I would say is timing is everything when it comes to a startup, and you can have a great idea. In fact, people often have great ideas, but they may be too early for the market. The market may not be ready for that idea or that solution, and it might be too late because there can be other ways through which the problem has already been solved. So timing in a market is very important. Talking to potential customers and advisors well before you start your company to figure out if now is the right time to start and build something, and of course, it takes you time to build something, right? So you have to kind of project forward as well.

And then the third one, your investors will have a very big say in your decisions going forward. So both board members and investors in particular are very important. And I would also say one of the toughest things any entrepreneur does is raising capital. So having good advisors around you as you raise capital, where, your first round, even your seed round in your series A, where that money comes from, has a big bearing on who you can attract in the follow-up rounds B and C, and so forth. Hence that's often where people don't think that it's so important that you're very selective around investors, it absolutely is very important.
So I would say those are three areas that especially young entrepreneurs should take care of, while starting up a business.

Read more: 'Building a strong employer brand is crucial in attracting top talent,' notes Shannon Russo


You don't have a company without employees, they are the people, the hands and the feet that do the work every day, those who have great ideas that make things happen for your customers, and for your shareholders.

M7: Tell us something about your organization BrightPlan as it is the first financial wellness solution certified for fiduciary competence that delivers a true, customized, and integrated personal finance solution for all employees.
MB:
  Yes, absolutely when I started this company, our vision was and still is to make financial wellness attainable for everyone because it is such a large and pervasive problem. Less than 18% of people have a basic knowledge of literacy, I should say and when it comes to personal finance, and that's in the United States, it's at the same level or often worse when you move around the world. It is a big problem and people don't know where to turn and they often turn to organizations that sell them products and do not have their best interest at heart. And so you can often get misaligned advice where someone is giving you advice, but they're really trying to sell a product, then that advice is often not in your best interest.

Thus, people can listen to the wrong advice and take the wrong advice and have very suboptimal outcomes. I will also tell you that even highly educated people, and we see this often in our client base, even highly educated people often make very poor financial decisions because they were not trained to do that, they looked to the wrong advisors to guide them. So being certified for fiduciary excellence was key and very important for me when I started the company, because we want to be known as always working in our client's best interest. So that’s the only way that they will have the ability or the opportunity to attain better financial wellness.

Secondly, I would say you have to take a holistic approach, and that's what makes this such a tough solution to build, because you have to balance both the regulatory and even the local laws around the world as to what you can and cannot do. And you have to create a very personalized journey for each employee, because everyone's journey is different so that you get them to a better place and then you have to navigate the employers and all the benefits they offer in that mix as well, so getting all of that right was a big challenge for us but I believe we have done that and we now have a great solution, both at an app that is very scalable – that provides very personalized advice to everyone. And we also have the human touch where access to human advisors is also always available. And those are the two core elements; that’s how we bring financial wellness to everyone.

M7: How does your organization assist individuals in understanding their retirement preparedness? We would appreciate your thoughts on this matter.
MB: 
Sure, let me first say that in our latest survey, 92% of employees are stressed about their finances and this has a profound impact on their ability to be productive and to be their best self at work. So employers really have to pay attention to this problem. What we see is that taking care of retirement is important, but it is not urgent. What is often urgent is now how do I get out of debt? How do I send my kids to college? How do I buy a home? Those are the real pressing matters; which benefits should I select? Should I enroll in an ESPP? And how can I better understand that? Those are the pressing questions that cause stress for employees. And so the only way, whether it's retirement as you just asked about any of these other life goals, the best way to do that is to place powerful visualization tools in the hands of people. And so, what we have done, for instance, when it comes to retirement, is we make it really simple for people to answer some basic questions in a flow in our app, and then we show them what the outcome looks like. So you can see on a chart in good average or poor market conditions, meaning stock market conditions, because you have to invest for your retirement, including in your 401K or your pension fund, so in different market conditions, what are the outcomes? Will you run out of money? In what scenario will you run out of money? And then giving you the ability to iterate around personal assumptions you may assume I'm going to downsize my home, or I'm expecting to inherit from my parents a certain amount at a certain point in time.

There are many assumptions you can bake in. It is not just about investing in your retirement. Yes, that is an additional important aspect. And how much should you save on an ongoing basis so you can retire comfortably, what is your expectation about retirement? What kind of lifestyle do you want to maintain in retirement? All of those inputs, if you will yield an output that is going to show you in our app whether your retirement is on track or not. And then, the world can change around us in a heartbeat. So if the market suddenly drops, is my retirement still on track? And if it goes off track, how do I, what do I need to change to get it back on track? So what we have built is a solution that helps an employee visualize and understand all of those questions and aspects around retirement.

And we give them very personalized advice when a goal like retirement is not on track, the things they can do, the next steps they can take to get that goal on track, and they can keep working towards that. They can keep iterating until their goal is off track, I'm sorry, is on track. So the, and, and the app will show you that. So that's, you know, that has been a powerful way for us, that we have used to get people to understand their finances, but their retirement, but also in the context of their entire life, because you have to live life now and in retirement. And so marrying those two things, the short term here and now with the long term of one day, that is what our solution is very powerful, to show people at a very personalized level.

M7: Could you please explain how your organization's management fosters a sense of inclusivity and empowers employees to voice their opinions?
MB:
Yes, in a startup you have to have everyone on the same page because you cannot afford people to be misaligned and not work together to achieve your organization's goals, there's no room for error. And so what we do in BrightPlan for example, is we try to communicate everything on an ongoing basis so people don't walk around with questions in their minds. They know what's going on. And so we do an all-hands on a weekly basis. In fact, on Monday later today, I'll do this week's all-hands, where we bring the whole organization together for anywhere from 30 minutes to 45 minutes. And I will update the organization on what's going on. Some of my leaders will provide updates to the organization, and then we take any questions and it's an open forum and the employees know that any question is fair game, but in that way you communicate constantly ongoing and very transparently, and then people really feel that, they know what's going on, they're aligned with what needs to be done. And I'll be very open with them about what's going well and what's not working, and then we tackle that together as a team. And that's really empowering for the employees as well. But often, it's not me or even our leadership team who will navigate challenges. It is the employees who deal with challenges, they are often closer to the customer and to all these challenges we may be faced with. And so having them be part of that conversation and be able to speak up and give the leadership team that feedback in a forum on a weekly basis is really important. And that's what I think you cannot do in a very large organization. It's really hard to do that there. You have to kind of break it down by sub-organization to still achieve the same thing. But in a smaller organization like ours, we can still do that. That is why we have done that all throughout the pandemic and even now we continue that because it is so valuable.

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People often have great ideas, but they may be too early for the market. The market may not be ready for that idea or that solution, and it might be too late because there can be other ways through which the problem has already been solved.

M7: Please elaborate on how BrightPlan's digital platforms and financial advisers create unique financial roadmaps for each employee to achieve economic security.
MB:
  Let me just add one small item to the prior question. I will tell you that we help employers to create an inclusive environment for all of their employees. And we do the same for our own employees. Our own employees are also our clients. They use the app and they talk to our own advisors. And making sure that you meet the diverse needs of different employee groups. One of our largest customers is Salesforce, and they have employee resource groups that are kind of affinity groups - they have different demographic organizations; they're living in a certain geography, for instance the Black Force at Salesforce is their black community. So it could be a variety of different ways that these groups form, and they often have unique needs, and we do special webinars for those groups to address their specific questions that are unique to them and that has been incredibly valuable. We try to do the same inside our organization, but it's really a part of the service we deliver.

So I just wanted to add that for the prior question. Onto your next question if you think of BrightPlan, at one level, we combine data from all of your personal financial accounts whether that's your, credit cards, your checking accounts, whatever, like anything you link to BrightPlan, your 401k, etc. So any account you can link in, you can log into, you can link to Bright Plan, and we combine that data set with the employers set of benefits and compensation that they provide to you, including equity compensation, RSU, stock Options and ESPP as an example, our system, our software, then use that combined dataset that is different and unique for every employee to create ongoing personalized advice. And our software plots a roadmap for you to financial success. So we have inside of our app something called the Financial Wellness Coach.

This is a digital coach. Think of it as a financial planner at your fingertips or in your pocket. And this coach will give your ongoing advice. What next steps to take to become more and more financially well? The digital coach assigns a financial wellness score to you. So we have gratified the experience so that you can compete against yourself. It's like playing golf, getting a better score when you take the advice in the app. And we also enable you to take action via an advice right through our app. And so, you know, people can enhance their scores when they take our advice and take the right actions. We've even had, organizations compete within a company to get when you look at their average score in an organization, and there’s been contests around engineering competing with sales to get a better financial wellness score.
What our app and what our platform essentially does is it takes raw data, your data, and it turns it into actionable advice that is certified, of course, for fiduciary excellence. So it's always in your best interest. Now, another aspect why we are certified and audited annually by CFE, which is the Center for Fiduciary Excellence, is to ensure that we don't do anything with anyone's data other than providing them advice. We don't sell anyone's data. We don't do any advertising to you based on your data. It is completely secure, but also only used for your best interest. And that was another core aspect when I formed the company based on my own past experiences that was very important to me to ensure that people's data are safe and that it's only used in their best interest.

In fact, we're also as an investment advisor registered with the SEC here in the United States. And so also, those regulations ensure the data cannot be used for anything else. So with all that said, combined data set is turned into personalized advice; it creates this roadmap for every employee on an ongoing basis. But instead of just educating you and hoping you do it, we actually enable you and empower our clients to take the right steps through our app. I always like to say we are teaching people to fish. We don't just keep handing them a fish every day, but help them understand that the next steps are part of that process of learning and getting better combined with great education, of course, that we surface through the app as well.

M7: Can you share your organization's mission and vision, and how you plan to grow in the next few years?
MB:
Yes, our vision is very simple, basically to empower everyone to have the opportunity to be financially well, because if you're not financially well, it wrecks your relationships. It breaks apart marriages, it causes great physical, and even mental harm to people. So our vision is to enable everyone. I view financial wellness to be as important as access to great healthcare or education. It's everyone's problem and everyone needs help with that. Our mission is to bring a certified fiduciary solution that's highly personalized and available for all employees, through employers, free of charge. That was the other big thing we wanted to do - our business model makes this service available to all employees at no cost because the employer pays for it.

And so our mission is really to drive and scale the service through employers free of charge to all employees. Then in terms of this market, it is really employers who are leaning in. We're seeing it every day and our plan is to continue to grow not just in the United States, but also globally. We already support the employees of US employers, in dozens of countries around the world, and we continue to add countries every year every month. That is a big part of our growth plan and we see great opportunities for growth over the next few years.

M7: Please tell us a few things you'd like to see changed in the HR industry to make things better in the coming years
MB:
Yes, it's very interesting to me as I've been learning more about this market. Obviously I've been a senior executive at several firms, and so I've always valued the people that work, those who work for me and who I work for, because at the end of the day, the most important and strategic asset any company has is not its technology, it's not even its customers - it is its employees. You don't have a company without employees, they are the people, the hands and the feet that do the work every day, those who have great ideas that make things happen for your customers, and for your shareholders.
And so it is very important that we adequately empower, value and grow that strategic asset that every employer has. Yet that's on one hand, right? On the other hand, so often do I see in companies that the CEO or the leadership team will treat HR more as a cost center and doesn't give them a seat at the table when it comes to strategic business decision. HR leaders and CHROs can wear the business hat, can understand business, and are not just focused on employee benefits, or the performance management of the workforce. Those things are kind of the bread and butter, of course, of what HR teams does, but more importantly, if the HR team can have a seat at the table to speak into strategic business decisions and bring the perspective of the employee base to that business conversation, that is what I hope we will see more of in the coming years. And I think that will be transformational for HR to become part of a strategy much more, but a much bigger part and have a much bigger say in strategic business decisions. But I also think it's going to benefit if that happens more and more, it will benefit the employee base because they will be much better represented, when companies make decisions, whether it's in upmarket or in down markets. So, hopefully you feel the same way, but that's something that I continue to see.

ABOUT BRIGHTPLAN

BrightPlan is a market leader in the field of Total Financial Wellness. Total Financial Wellness is a dependable solution designed to help all employees achieve financial success on their own terms at every life stage. BrightPlan is the first financial wellness solution certified for fiduciary excellence that offers a real-time, personalized, and employer-benefits-integrated personal finance solution for all employees. This unique combination of digital and human expertise is utilized by tens of thousands of employees to support all aspects of personal financial and wealth management, including financial planning, budgeting, savings, investing, debt management, retirement, and wealth transfer. To know more please visit; https://www.brightplan.com/.

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ADP® Assist with Generative AI Features Makes HCM Decisions Easy, Smart and Human

ADP | February 02, 2024

ADP®, a leading global technology company providing human capital management (HCM) solutions, announces the availability of ADP Assist, a cross-platform solution powered by generative AI (GenAI). ADP Assist enhances HR productivity, aids decision-making with data-driven insights, and streamlines day-to-day tasks for practitioners, managers, employees and executives with simple, human-like conversations. It harnesses the power of ADP's unparalleled data and expertise along with GenAI to simplify the world of work. ADP Assist builds on ADP's current AI capabilities and is currently in early release with some ADP clients today with a planned rollout for all clients. "For 75 years, ADP has been at the forefront of payroll and HR innovation. With ADP Assist, we're providing an intelligent platform that simplifies HR tasks, leaving time for people leaders to be more strategic," says Maria Black, president and chief executive officer of ADP. "It's not just another technical solution; it's a comprehensive experience that combines ADP's unmatched HCM dataset and expertise to empower HR professionals, leaders and employees." Data Drives Innovation Data is at the core of all ADP products and solutions, informing and driving ADP's approach to innovation and AI technology. ADP has the industry's largest and deepest HCM dataset with over one million clients spanning 140 countries and 41 million wage earners globally. ADP's extensive and unique dataset is used to train ADP's AI to anticipate what users want and need. ADP Assist turns unmatched data into highly credible and actionable insights so that clients can make smarter decisions. Easy, Smart and Human "In a constantly changing workplace, innovation must keep up and meet people's real-world needs," says Sreeni Kutam, president of global product and innovation at ADP. "ADP Assist is the next step in our vision to create an HR ecosystem that is not only efficient but empowers employees and HR professionals alike. We've created a platform that understands the complexities and dynamics of modern HR management and offers smart, user-centric solutions. And, as always, we are committed to the secure and ethical use of data to support these technologies." ADP Assist seamlessly integrates with ADP products across multiple ADP platforms. It anticipates what users want and proactively delivers actionable insights in plain language. Using an intuitive, conversational interface, ADP Assist provides valuable and contextual insights which touch every aspect of HR – payroll, time, talent, benefits, recruitment, analytics, reporting and compliance. ADP's portfolio of currently available GenAI- and AI-powered tools deliver the following capabilities Easy payroll. ADP Assist validates payroll information. It checks for payroll anomalies and uses GenAI to identify and help resolve missing tax registrations and answer questions by drawing on ADP's large, up-to-date dataset of compliance information. This saves HR effort and helps clients to ensure employees are paid accurately and on time. Smart analytics. ADP Assist uses GenAI to dramatically simplify report creation by understanding context and generating insightful reports in an easy-to-understand format. HR practitioners and leaders can easily access internal, national and global workforce data from ADP's deep HCM dataset to analyze compensation, turnover, candidate profile relevancy and talent market insights. Human insights. Intelligent and AI-based HR support for employees and clients can anticipate and solve common employee problems across HR, payroll, time and benefits. This reduces frustration for employees and eliminates certain low-value tasks for managers and HR practitioners. ADP Assist can send personalized, proactive notifications to employees on their mobile device or desktop to help resolve HR issues quickly, keeping them productive. AI-powered conversational interface makes it easy for employees to get the information they need without involving HR. Search by Intent. The RUN Powered by ADP payroll and HR solution features an omni search bar that understands intent behind the search terms and uses GenAI to mine ADP's deep knowledge base to deliver easy-to-use and effective content. "In the age of AI, the better the data, the better the artificial intelligence," says Holger Mueller, vice president and principal analyst for Constellation Research, Inc. "ADP is uniquely well-positioned in the field of HCM vendors given the breadth and depth of its data. ADP is using that data to make AI more human, focusing on customer success in a worldwide space. This really makes a difference not only for HR practitioners but for leaders and employees." About ADP Designing better ways to work through cutting-edge products, premium services and exceptional experiences that enable people to reach their full potential. HR, Talent, Time Management, Benefits and Payroll. Informed by data and designed for people.

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Employee Benefits

Employee Navigator and MGIS Announce Partnership

Employee Navigator | January 10, 2024

Employee Navigator, one of the nation's leading benefits and HR solutions for brokers, and MGIS, a national insurance manager offering specialized insurance programs for doctors, have announced a new partnership to bring leading-edge HR and benefits technology integrations to doctor group practices. The new partnership builds on MGIS's relationship with Reliance Matrix, a leading benefits and absence provider, and its unique Employee Navigator integration. "We believe the partnership with Employee Navigator will transform the employer and employee benefits experience," said Jeff Brunken, President of MGIS. "Through our relationship with Employee Navigator, our mutual clients will benefit from the technology-enabled efficiencies and ease of business that are so important in today's insurance marketplace. These integrations will help to drive participant engagement and client retention for our benefit brokers." Through the Employee Navigator relationship, MGIS clients will benefit from a dedicated support team that will help brokers build out a full-service enrollment experience and provide additional case management support, at no additional cost. As always, MGIS account managers also provide white-glove, specialized account management and billing support, all critical features for brokers and administrators. "MGIS has a long history of offering the highest quality insurance program for doctors. We're confident that our customers will receive an enhanced benefits experience through MGIS and Employee Navigator," said George Reese, CEO of Employee Navigator. "This partnership provides seamless, integrated benefits administration and will lead to a positive enrollment experience for brokers, employers and participants." In 2023 MGIS announced its exclusive partnership with Reliance Matrix, a national leader in benefits solutions and absence management. Together, MGIS and Reliance Matrix serve doctors in all practice settings and medical specialties. An Employee Navigator carrier partner since 2022, Reliance Matrix more than doubled the number of benefit plans and employer clients enrolled and managed on the Employee Navigator platform in 2023, through more than 150 unique broker partners. "Employee Navigator has played a big part in our overall success in the small and midsize employer market, thanks in part to our unique streamlined billing solution available on the platform," said Paula Hanson, AVP Benefit Technology Solutions for Reliance Matrix. "Our proprietary process raised the bar on service and convenience and continues to win fans among brokers and clients." Marketed through independent brokers and agents, benefit solutions include Disability Guard for Doctors™, a unique long-term disability product blending the highly valued policy provisions of an individual product with the guaranteed issue and simplified administration of a group long-term disability plan, as well as short-term disability, group life and Accidental Death & Dismemberment plans. MGIS also supports a High Limits Disability Insurance program, offering an increased level of protection for high earners, providing more robust and holistic protection for doctors above and beyond any group long-term disability and individual disability coverage. For those groups offering the high limits program, this specialized product will also be available on Employee Navigator as part of an integrated, holistic enrollment experience. About MGIS MGIS is a leading national insurance program manager experienced in building and managing specialized insurance programs for doctors. MGIS partners with highly rated insurers and focuses on disability and life insurance for practices of all sizes, types, and medical specialties. Insurance policies managed by MGIS are backed by the underwriting companies of Reliance Matrix and Certain Underwriters at Lloyd's, and are marketed exclusively through select brokers and insurance advisers. MGIS services are provided by MGIS affiliated companies: The MGIS Companies, Inc., Medical Group Insurance Services, Inc., and MGIS Underwriting Managers, Inc. About Employee Navigator Employee Navigator is a rapidly growing benefits and HR software company integrated with over 400+ of the nation's leading insurance carriers, payroll companies, and TPA's. Its platform delivers brokers and employers a truly connected digital experience, streamlining the management of everything from online enrollment and onboarding to ACA reporting, time off tracking, and more. The company currently works with more than 5,000 brokers, providing benefits administration and HR products to over 175,000 companies and 14+ million employees and dependents.

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Workforce Management

Alight and CirrusMD team up to deliver physician-led virtual primary care on Alight Worklife®

Alight Solutions | January 09, 2024

Alight, Inc. a leading cloud-based human capital and technology services provider, and CirrusMD, a physician-first provider of on-demand virtual care, today announced a strategic agreement to offer a chat-enabled, physician-led, virtual care solution. The partnership is aimed at breaking down barriers to virtual care by providing employees with access to expert physicians across a wide range of health care needs on the Alight Worklife platform. “The Alight Worklife platform serves as employees’ comprehensive connection point to their health, wealth, payroll and leaves benefits, which helps employers cut complexities, costs and engage individuals in the moments that matter most,” said Bipin Mistry, chief medical officer at Alight. “The partnership with CirrusMD helps take employee engagement one step further by making physician-led virtual care easily accessible to employees and bridges the gap between virtual clinical care delivery and employer-sponsored benefits navigation.” Helping employees arrive at the most appropriate care Employees on the Alight Worklife platform can engage directly with CirrusMD or be prompted to engage after completing Alight’s AI-powered Symptom Checker online experience to better understand their healthcare needs and guide them to care options, including virtual care provided by CirrusMD. With Single Sign-On (SSO) for fast connections to care within 60 seconds, Alight Worklife enhances the participant experience. CirrusMD’s Physician-first Care & Guidance approach to virtual primary care provides members with always-on, instant access to a doctor via chat-first modality. CirrusMD’s multidisciplinary clinical team conducts encounters on a proprietary clinical intelligence engine that provides real-time insights to physicians based on data from millions of patient-physician interactions. Once employees connect with physicians, CirrusMD offers a seamless, efficient and patient-centric virtual care experience by Connecting patients to physicians in less than a minute, 24 hours per day, 365 days per year, Delivering advanced primary care that includes behavioral health, women’s health, acute care, chronic condition management and more, Physician-led seven-day experiences, interactions that allow time for in-depth diagnosis and treatment, reducing the high costs associated with multiple follow-ups, Text-based chat with options for video, voice and images when needed, Immediate referrals to employer benefits and in-network resources, And real-time Spanish language translation to help overcome potential language barriers. Optimizing the integration of healthcare benefits and clinical workflows The strategic partnership enables employers to select CirrusMD as part of their Alight Healthcare Navigation offering within the Alight Worklife platform. As well, CirrusMD providers benefit from access to Alight’s Symptom Checker results and can reference benefit programs available to the participant which can serve to facilitate patient follow-ups with both CirrusMD care teams and Alight Health Pros for a comprehensive healthcare journey support. This combined solution provides ongoing navigation to appropriate referrals and resources. For example, Alight's support for individuals with Behavioral Health conditions aligns seamlessly with CirrusMD, offering quick access to virtual Behavioral Health support when needed. Employees can be directed to other types of care options such as virtual physical therapy, through referrals made directly from CirrusMD or Alight. “At CirrusMD we are reimagining the point of care to provide the time and information needed to support a productive dialog between patient and physician, giving both the time and information they need for exceptional care experiences,” said Jamie Hall, president and CEO of CirrusMD. “This strategic agreement represents an important milestone in advancing virtual primary care, combining the strengths of Alight Solutions and CirrusMD to transform the healthcare experience for individuals and employers alike.” CirrusMD boasts an 83% issue resolution rate and an 93% overall patient satisfaction rate, and serves notable customers including health plans, large employers and the U.S. Department of Veterans Affairs. About Alight Solutions Alight is a leading cloud-based human capital technology and services provider that powers confident health, wealth and wellbeing decisions for 36 million people and dependents. Our Alight Worklife® platform combines data and analytics with a simple, seamless user experience. Supported by our global delivery capabilities, Alight Worklife is transforming the employee experience for people around the world. With personalized, data-driven health, wealth, pay and wellbeing insights, Alight brings people the security of better outcomes and peace of mind throughout life’s big moments and most important decisions. About CirrusMD CirrusMD delivers Physician-first Care & Guidance, a smart care model founded in the tenets of Advanced Primary Care. It brings together activated members with trusted physicians, relevant resources, and smart technology to change healthcare as we know it. CirrusMD improves speed to care, removes barriers to physicians, brings patient data into the care encounter, and promotes transparency at the point of referral. We believe that when you provide immediate, affordable care at scale you can drive the change needed to improve health and lower cost across an entire population.

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Payroll

ADP® Assist with Generative AI Features Makes HCM Decisions Easy, Smart and Human

ADP | February 02, 2024

ADP®, a leading global technology company providing human capital management (HCM) solutions, announces the availability of ADP Assist, a cross-platform solution powered by generative AI (GenAI). ADP Assist enhances HR productivity, aids decision-making with data-driven insights, and streamlines day-to-day tasks for practitioners, managers, employees and executives with simple, human-like conversations. It harnesses the power of ADP's unparalleled data and expertise along with GenAI to simplify the world of work. ADP Assist builds on ADP's current AI capabilities and is currently in early release with some ADP clients today with a planned rollout for all clients. "For 75 years, ADP has been at the forefront of payroll and HR innovation. With ADP Assist, we're providing an intelligent platform that simplifies HR tasks, leaving time for people leaders to be more strategic," says Maria Black, president and chief executive officer of ADP. "It's not just another technical solution; it's a comprehensive experience that combines ADP's unmatched HCM dataset and expertise to empower HR professionals, leaders and employees." Data Drives Innovation Data is at the core of all ADP products and solutions, informing and driving ADP's approach to innovation and AI technology. ADP has the industry's largest and deepest HCM dataset with over one million clients spanning 140 countries and 41 million wage earners globally. ADP's extensive and unique dataset is used to train ADP's AI to anticipate what users want and need. ADP Assist turns unmatched data into highly credible and actionable insights so that clients can make smarter decisions. Easy, Smart and Human "In a constantly changing workplace, innovation must keep up and meet people's real-world needs," says Sreeni Kutam, president of global product and innovation at ADP. "ADP Assist is the next step in our vision to create an HR ecosystem that is not only efficient but empowers employees and HR professionals alike. We've created a platform that understands the complexities and dynamics of modern HR management and offers smart, user-centric solutions. And, as always, we are committed to the secure and ethical use of data to support these technologies." ADP Assist seamlessly integrates with ADP products across multiple ADP platforms. It anticipates what users want and proactively delivers actionable insights in plain language. Using an intuitive, conversational interface, ADP Assist provides valuable and contextual insights which touch every aspect of HR – payroll, time, talent, benefits, recruitment, analytics, reporting and compliance. ADP's portfolio of currently available GenAI- and AI-powered tools deliver the following capabilities Easy payroll. ADP Assist validates payroll information. It checks for payroll anomalies and uses GenAI to identify and help resolve missing tax registrations and answer questions by drawing on ADP's large, up-to-date dataset of compliance information. This saves HR effort and helps clients to ensure employees are paid accurately and on time. Smart analytics. ADP Assist uses GenAI to dramatically simplify report creation by understanding context and generating insightful reports in an easy-to-understand format. HR practitioners and leaders can easily access internal, national and global workforce data from ADP's deep HCM dataset to analyze compensation, turnover, candidate profile relevancy and talent market insights. Human insights. Intelligent and AI-based HR support for employees and clients can anticipate and solve common employee problems across HR, payroll, time and benefits. This reduces frustration for employees and eliminates certain low-value tasks for managers and HR practitioners. ADP Assist can send personalized, proactive notifications to employees on their mobile device or desktop to help resolve HR issues quickly, keeping them productive. AI-powered conversational interface makes it easy for employees to get the information they need without involving HR. Search by Intent. The RUN Powered by ADP payroll and HR solution features an omni search bar that understands intent behind the search terms and uses GenAI to mine ADP's deep knowledge base to deliver easy-to-use and effective content. "In the age of AI, the better the data, the better the artificial intelligence," says Holger Mueller, vice president and principal analyst for Constellation Research, Inc. "ADP is uniquely well-positioned in the field of HCM vendors given the breadth and depth of its data. ADP is using that data to make AI more human, focusing on customer success in a worldwide space. This really makes a difference not only for HR practitioners but for leaders and employees." About ADP Designing better ways to work through cutting-edge products, premium services and exceptional experiences that enable people to reach their full potential. HR, Talent, Time Management, Benefits and Payroll. Informed by data and designed for people.

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BrightPlan

BrightPlan

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 comp...

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