Financial wellness for your team

Help your employees make better financial decisions, with personalized tools and guidance they can use every day.

20 minutes · No IT project

What you don't see

What your team brings to work

Can I afford this?

Where did my salary go?

How do I get out of debt?

Am I saving enough?

And it doesn't show up in any metric you have.

THE BENEFIT

A benefit that stays with every employee

Every person's financial reality is different. Jacko combines artificial intelligence, financial tools and personalized guidance to help your team make better decisions — from the everyday to their long-term goals.

One financial experience, personalized for each person

Financial guidance

Personalized answers for the decisions that matter.

Digital tools

Spending, budgets, savings, debt and planning.

AI financial copilot

An ongoing conversation with an assistant that understands their financial context.

WHAT YOUR TEAM WANTS

It's a benefit your people are already asking for.

66%

of employees say financial stress is negatively affecting their work and personal life.

84%

of employees believe employers should more actively assist them with their specific financial issues.

85%

of employees agree that their companies still need to do a better job helping them understand and maximize the financial benefits available.

Source: Morgan Stanley at Work survey, 2026.

HOW IT PLAYS OUT

More than a benefit. An experience people use.

No payroll integration and no IT project. It activates by invitation.

  1. 1

    COMPANY

    Onboarding

    You invite whoever you want to include. No systems to connect, no data to migrate.

  2. 2

    EMPLOYEE

    Activation

    Each person activates their account and sets up their financial situation in minutes.

  3. 3

    JACKO

    Use

    It's there through the month, when the decision comes up — not once a year.

  4. 4

    COMPANY

    Progress

    You get aggregated adoption and engagement metrics for the program.

The company does not see anyone's financial information.

Built for the financial realities of LATAM

Not wealth planning or retirement funds. It's what actually occupies your team every month, in their currency and their language.

  • Salary
  • Spending
  • Debt
  • Savings
  • Budget
  • Cash flow
  • Goals

FOR THE EMPLOYER

The employer's side.

This is what the program is designed to support.

Focus, and less on their mind

Money worries don't stay at home. Having someone to ask in the moment beats carrying the doubt around all day.

Attract and retain talent

Where salaries look alike, this is a concrete signal that the company invests in its people's financial well-being.

Stability, not emergencies

Someone who understands their numbers plans calmly and makes fewer money decisions in a rush.

Well-being, complete

It sits alongside what you already offer in health and culture. It's the leg that's usually missing.

These are the goals the program is designed to support, not guaranteed outcomes. We don't promise productivity, retention or healthcare-cost figures we can't back up.

PRIVACY

Their finances stay theirs.

Jacko is built for employees, not for monitoring them. Individual financial information remains private. Employers receive only aggregated insights about program engagement and wellness.

  • The company never sees a person's transactions, balances or debts.
  • Reports are aggregated: nothing that could identify someone.
  • Every employee owns their account and keeps it if they leave the company.

Read the privacy policy

Ready to offer financial wellness to your team?

We'll set up a 20-minute demo and show you how it looks for your company and for your people.

Book a demoDesigned for companies and employees across LATAM.or write to us at [email protected]