Candidly

How will AI shape the future of work? Our HR Leadership Summit gathered some of today’s most innovative and passionate workplace leaders to discuss just that. Here’s what we learned: ✨ AI’s role in the workplace isn’t to replace jobs — it’s to augment productivity and unlock new potential ↔️ A savvy recruitment strategy is one that leverages AI at every step of the talent acquisition journey — and goes beyond just streamlining workflows and automating communications ⚡ When AI and human-centered design come together, employees are enabled to unlock the full value of their benefits — and in turn, HR leaders are enabled to maximize their return on investment and reach new heights in engagement and utilization 💪 HR leaders are mission-critical in driving transformation and empowering an agile, future-proofed workforce Thank you to all who joined us for our inaugural HR Leadership Summit, and especially to the incredible thought leaders who led the event’s programming: Matthew Bahl (Financial Health Network), Frank Cebek (SeatGeek), Jason Chen (Grow Therapy), Ruth Hickin (Salesforce), Sarah Koo (Gem), and Jonathan Raymond (Ren). Here’s to what’s new, now, and next! 💡🎉🤝

We’re excited to officially unveil our latest AI innovation, the Candidly Intelligence Center.  🚀✨ The Candidly Intelligence Center is a sophisticated backend system that coordinates specialized AI agents across numerous financial domains — including college planning and student loan optimization, retirement planning, emergency savings, and benefits analysis — and layers seamlessly with user-facing interfaces (like Cait, our Conversational AI Tool). This two-part architecture enables financial service and workplace providers to deliver human-centered guidance at scale. In doing so, the Candidly Intelligence Center can help to close the accessibility gap between the traditional advisory model that disproportionately serves high-net-worth clients, and mass-market solutions that lack the technical sophistication needed to provide meaningful insights and actionable strategies. Read our press release to learn more about how the Candidly Intelligence Center is transforming financial services for the AI era: https://lnkd.in/gzm8Sg6y

📽️ I an honored to sit down for a live podcast with the one and only Nicole Casperson and Drew Glover of Fiat Ventures at the Fintech Is Femme #AI Summit this October 8 in San Francisco during #SFTechWeek! 📽️ Founders, investors and operators will come together with one mission: to reshape fintech in the age of AI. And, look at his epic line up of speakers serving up some serious lessons learned and words of wisdom: Asya Bradley Luan Cox Anna Joo Fee Anne Cocquyt Brittany Moseley Jackie Wylie Megan Gross 🔸Melissa Magner Rina Jariwala Sibongile Ngako Trisha Kothari  Finally, thanks to Nicole and all of the sponsors who have leaned in to support this event. As a female founder, it means a lot to me to see this level of leadership rallying around fantastic talent: J.P. Morgan Fiat Ventures Kroolo Brex Middesk goodfin Stripe See you in the Green Room!

🎬🎉 In our latest webinar, HR leaders from across the country tuned in as our expert team (Carli Coyne Reddy, CSLP, Michaela (Noé) Rubin, and Meera Rao Oliva) took a deep dive into what recent changes in the student loan landscape — including the One Big Beautiful Bill — mean for borrowers, and shared actionable insights for implementing a proactive benefits strategy that offers employees the support they need while driving critical business outcomes.

No matter what twists and turns borrowers encounter on their student loan repayment journey, our Coaching team is here to guide them through it all — with confidence and clarity. 💪🎓💰

🗓️📣 Calling all HR and benefits leaders: Join us on Thursday, September 25 as our expert team breaks down what the latest changes in the student loan landscape mean for your workforce — and how a proactive benefits strategy can drive meaningful impact while securing a competitive advantage for your organization.

“Small, informed choices can really have a big impact . . . which can then lead to a much smoother college funding experience down the line,” says Carli Coyne Reddy, CSLP, co-head Coach at Candidly. September is College Savings Month — the perfect time to shine a spotlight on one of the most powerful “small, informed choices” that families can make: opening a 529 college savings plan. This type of investment account can help families grow their savings over time with tax-free earnings, then make tax-free withdrawals on qualified education expenses. And considering that 89% of parents plan to help their kids pay for school, workplace benefits that make 529 plans more accessible are a strategic solution for helping employees reach their financial goals at home — while reducing stress and boosting productivity and retention in the workplace. Learn more about 529 college savings plans — and why smarter saving starts in the workplace — on the Candidly blog: https://lnkd.in/g75qGJhf

Our Coaches are here to help Candidly users throughout their entire student loan repayment journey — starting with the very first step. 👟💪 Plus, our Conversational AI Tool, Cait, offers users a new way to get personalized, expert guidance — whenever and wherever they need it.